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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
13-6
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
13-8
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
13-10
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
13-13
