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QuickBooks Training: Introduction & Intermediate
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QuickBooks® Training: Introduction & Intermediate

(Public class max is 5 students)

To View Class Dates: Please use the pull-down options on the upper left of this page to select your course and city. You can then navigate to other classes in that same city, view class descriptions and register for the class or you call us and register now, 877-760-0078.

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** CPE units available for this course. Please call us or state this request on the online registration form.


quickbooks training


 

 

Day 1 - QuickBooks Training: Introduction

This course is an introduction on how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to QuickBooks?s basic features and give you an opportunity for hands-on practice. You will learn about the types of information you need to track in your business, and how to enter that information and track it in QuickBooks. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances. When you are ready to use QuickBooks, you will be familiar with the most common tasks and will know where to find information about more advanced features.

Course Objective: You will examine how to use QuickBooks to best meet the needs of your business, by being introduced to its basic features.

QuickBooks Training: Performance-Based Objectives


Upon successful completion of this course, students will be able to:

  • Set up a company.
  • Work with lists.
  • Set up inventory.
  • Sell their product.
  • Invoice for services.
  • Process payments.
  • Work with bank accounts.
  • Enter and pay bills.
  • Use the EasyStep Interview.
  • Use online banking.

QuickBooks Training: Course Content

Lesson 1: Getting Started

Starting QuickBooks
Identifying Components of the QuickBooks
Operating Environment
Opening QuickBooks Centers
Opening Other QuickBooks Windows
Identifying Common Business Terms
Setting Up QuickBooks in Multi-User Mode
Exiting QuickBooks


Lesson 2: Setting Up a Company

Creating a QuickBooks Company
Using the Chart of Accounts
Entering Account Opening Balances


Lesson 3: Working with Lists

Creating Company Lists
Working with the Customers & Jobs List
Working with the Employees List
Working with the Vendors List
Adding Customized Fields
Managing Lists


Lesson 4: Setting Up Inventory

Entering Products into Inventory
Ordering Products
Receiving Inventory
Paying for Inventory
Manually Adjusting Inventory


Lesson 5: Selling Your Product

Creating Product Invoices
Making Cash Sales


Lesson 6: Invoicing for Services

Setting Up a Service Item
Changing the Invoice Format
Creating a Service Invoice
Entering Statement Charges
Creating Billing Statements


Lesson 7: Processing Payments

Receiving Payments for Invoices
Making Deposits
Printing Statements


Lesson 8: Working with Bank Accounts

Writing a QuickBooks Check
Using Bank Account Registers
Entering a Handwritten Check
Transferring Funds Between Accounts
Reconciling Checking Accounts


Lesson 9: Entering and Paying Bills

Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills


Appendix A: Using the EasyStep Interview

Using the EasyStep Interview

Appendix B: Using Online Banking

Setting Up an Internet Connection
Activating Accounts
Reading Online Statements
Creating Online Payments
Submitting Online Payments
Transferring Funds Online
Canceling Online Payments
Sending E-mail to Your Financial Institution

 

Day 2 - QuickBooks Training: Intermediate


Course Description


This course is a more advanced look at how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to more of QuickBooks?s features and give you an opportunity for hands-on practice. You will learn about how to create reports and graphs and use forms and other QuickBooks accounts. You will examine how to track and pay sales tax using QuickBooks, and also how to do payroll with QuickBooks. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances.

Performance-Based Objectives


Upon successful completion of this course, students will be able to:
  • Customize forms.
  • Use other QuickBooks accounts.
  • Create reports.
  • Create graphs.
  • Track and pay sales tax.
  • Do payroll with QuickBooks.
  • Estimate, time track, and job cost.
  • Write letters.
  • Synchronize with contact management software.
 

QuickBooks Training: Course Content



Lesson 1: Customizing Forms

Creating a Custom Template
Modifying a Template
Printing Forms

Lesson 2: Using Other QuickBooks Accounts

Other QuickBooks Account Types
Tracking Credit Card Transactions
Working with Asset Accounts
Working with Liability Accounts
Understanding Equity Accounts

Lesson 3: Creating Reports

Creating QuickReports
Modifying QuickReports
Memorizing QuickReports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports

Lesson 4: Creating Graphs

Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

Lesson 5: Tracking and Paying Sales Tax

Using Sales Tax in QuickBooks
Setting up Tax Rates and Agencies
Determining What You Owe
Paying Your Tax Agencies

Lesson 6: Doing Payroll with QuickBooks

Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Printing Forms 940 and 941

Appendix A: Estimating, Time Tracking, and Job Costing

Creating Job Estimates
Creating an Invoice from an Estimate
Displaying Project Reports for Estimates
Updating the Job Status
Tracking Time
Displaying Project Reports for Time Tracking
Displaying Other Project Reports

Appendix B: Writing Letters

Using the Letters and Envelopes Wizard
Customizing Letter Templates

Appendix C: Synchronizing with Contact Management Software

Categorizing Contact Names in Microsoft Outlook or ACT!
Synchronizing with Microsoft Office of ACT!
Changing Synchronization Settings