COMPUTER ACCOUNTING WITH

QUICKBOOKS 2012

CHAPTER 13

Donna Kay

Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin

Live Project:

QuickBooks in

Action

CHAPTER 13 OVERVIEW

QuickBooks LIVE Consulting Project

Project Milestones

13-2

QUICKBOOKS

LIVE CONSULTING PROJECT

Opportunity to apply knowledge and skills

Role of QuickBooks consultant

Opportunity for realistic, valuable

professional experience

Enhance your resume

13-3

LIVE PROJECT

Project management framework

Guides you through development of an

accounting system

Divides the project into milestones for

system development

Can be used with various types of

organizations

Customize the system to meet the

specific needs of entrepreneur or not-for-

profit 13-4

GETTING STARTED

Identify QuickBooks project

Gather project information

Complete the User Requirements

Checklist

Begin project proposal

13-5

Proposal

Cover letter

Executive summary

Proposal report

Overview

Scope

Responsibilities

Cost/ benefit analysis

Timeline

Recommendation

MILESTONE 1

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MILESTONE 2

Company Setup

Chart of Accounts

Create

Review

Approval

13-7

MILESTONE 3

Create lists

Customer list

Vendor list

Employee list

Item list

Payroll information (if applicable)

Approval

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MILESTONE 4

Memorized Transactions

Cash sales

Credit sales

Purchase order

Enter sample data

Approval

Modify (if needed)

13-9

MILESTONE 5

Memorized reports

Which reports?

Review Chapters 4-7

Communicate options with client

Create reports

Approval

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MILESTONE 6

Documentation

History

Client Instructions

How to back up

How to use transactions

How to use reports

Training materials

Year-end Guide

13-11

Possible outline:

History and Overview

Demonstration

Examples

Cost/Benefit

Summary

Question & Answer

MILESTONE 7

Presentation

Complete project

Present to class

Present to client

13-12

TO LEARN MORE …

Turn to Chapter 13

Visit the Online Learning Center

http://www.mhhe.com/kay2012

Visit

www.myquickbooks.me

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