1. Donna Kay Maryville University of Saint Louis COMPUTER ACCOUNTING WITH QUICKBOOKS 2011 CHAPTER 13

2. C HAPTER 13 O VERVIEW  QuickBooks in the Real World  Authentic Project  Milestones COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

3. Q UICK B OOKS LIVE C ONSULTING P ROJECT  Opportunity to apply knowledge and skills  Role of QuickBooks consultant  Opportunity for realistic, valuable professional experience  Enhance your resume COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

4. LIVE P ROJECT 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 COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

5. G ETTING S TARTED  Identify QuickBooks project  Gather project information  Complete the User Requirements Checklist  Begin project proposal COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

6. Proposal  Cover letter  Executive summary Proposal report  Overview  Scope  Responsibilities  Cost/ benefit analysis  Timeline  Recommendation COMPUTER ACCOUNTING WITH QUICKBOOKS 2011 M ILESTONE 1

7. M ILESTONE 2  Company Setup  Chart of Accounts  Create  Review  Approval COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

8. M ILESTONE 3  Create lists  Customer list  Vendor list  Employee list  Item list  Payroll information (if applicable)  Approval COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

9. M ILESTONE 4 Memorized Transactions  Cash sales  Credit sales  Purchase order  Enter sample data  Approval  Modify (if needed) COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

10. M ILESTONE 5 Memorized reports  Which reports?  Review Chapters 4-7  Communicate options with client  Create reports  Approval COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

11. M ILESTONE 6 Documentation  History  Client Instructions  How to back up  How to use transactions  How to use reports  Training materials  Year-end Guide COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

12. Possible outline:  History and Overview  Demonstration  Examples  Cost/Benefit  Summary  Question & Answer M ILESTONE 7 Presentation  Complete project  Present to class  Present to client COMPUTER ACCOUNTING WITH QUICKBOOKS 2011

13. TO LEARN MORE … COMPUTER ACCOUNTING WITH QUICKBOOKS 2011 Turn to Chapter 13 Visit the Online Learning Center www.mhhe.com/kay2011 Visit the Student Blog www.myquickbooks.me