Kế toán, kiểm toán - Chapter 13: Overview

Computer Accounting withQuickBooks 2015Chapter 13Donna KayChapter 13 OverviewQuickBooks LIVE Consulting ProjectProject MilestonesQuickBooksLIVE Consulting ProjectOpportunity to apply knowledge and skillsRole of QuickBooks consultant Opportunity for realistic, valuable professional experienceEnhance your resume LIVE ProjectProject management framework Guides you through development of an accounting systemDivides the project into milestones for system developmentCan be used with various types of organizationsCustomize the system to meet the specific needs of entrepreneur or not-for-profit Getting StartedIdentify QuickBooks projectGather project informationComplete the User Requirements ChecklistBegin project proposalMilestone 1ProposalCover letterExecutive summaryProposal reportOverviewScopeResponsibilitiesCost/benefit analysisTimelineRecommendationMilestone 2Company SetupChart of AccountsCreateReviewApprovalMilestone 3Create listsCustomer listVendor listEmployee listItem listPayroll information (if applicable)ApprovalMilestone 4Memorized TransactionsCash salesCredit salesPurchase orderEnter sample dataApprovalModify (if needed)Milestone 5Memorized reportsWhich reports?Review Chapters 4-7Communicate options with clientCreate reportsApprovalMilestone 6DocumentationHistoryClient InstructionsHow to back upHow to use transactionsHow to use reportsTraining materialsYear-end GuideMilestone 7PresentationComplete projectPresent to classPresent to clientPossible outline:History and OverviewDemonstrationExamplesCost/BenefitSummaryQuestion & AnswerCloseTo Learn More See Chapter 13Visit the Online Learning Centerwww.mhhe.com/kay2015Visit www.My-QuickBooks.com