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QuickBooks Training


Three hours of QuickBooks training for only $99. Training is onsite in your office. Choose from 3 - one hour sessions, 2 - hour and a half sessions or 1 - three hour session. Take as many three hour sessions you need and choose the lessons you want to learn from the list below. Additional persons $33 each per 3 hour session. Training times for each lesson vary depending on your knowledge of QuickBooks.



Lesson 1 - Getting Started


How QuickBooks works and how you can get around in QuickBooks. Common business terms used by QuickBooks. How to exit QuickBooks.


Lesson 2 - Setting Up QuickBooks


Discuss decisions that must be made before using QuickBooks. Create a new QuickBooks company using the EasyStep Interview. Set QuickBooks preferences in the Interview. Record the opening balance for a checking account. Enter customers, jobs, vendors, accounts, and items. Practice using the QuickBooks Help tools.


Lesson 3 - Working with Lists


Edit the company chart of accounts. Add a new customer to the Customers & Jobs list. Add a new vendor to the Vendor list. Learn about custom fields, and to practice adding custom fields. See how to manage lists in QuickBooks.


Lesson 4 – Working With Bank Accounts


Learn how to work with registers for QuickBooks bank accounts. Demonstrate how to open a register. Learn the features common to all registers. Learn when and how to make entries directly in the register. Demonstrate how to reconcile a QuickBooks bank account.


Lesson 5 – Using Other Accounts in QuickBooks


Introduce the other account types available in QuickBooks. Learn how to track credit card transactions in QuickBooks. Reconcile a credit card account. See how to make a credit card payment. Introduce the subject of equity and QuickBooks equity accounts. Discuss the different types of asset and liability accounts you can create and see how to track assets and liabilities in QuickBooks.


Lesson 6 – Entering Sales Information


Learn about the different formats available for sales forms. To save and purchase forms in Portable Document Format (PDF). Practice creating a new invoice. Learn the purpose and use of the QuickBooks Item list. See how QuickBooks records the information you enter on sales forms. Memorize an invoice transaction for reuse. Add a new item to the Item list. Add a new price level to the Price Level list. Associate a price level with a customer Create invoice letters. Generate reminder statements. Create sales orders (QuickBooks: Premier and higher). Track backorders (QuickBooks: Premier industry editions).


Lesson 7 – Receiving Payments & Making Deposits


Learn how to record customer payments in QuickBooks. Learn how to handle customer discounts, partial payments, overpayments, or down payments. See how to record a deposit in QuickBooks, and learn how QuickBooks treats the deposit behind the scenes. Learn how to enter cash back from a deposit in QuickBooks. Learn how to process credit cards.


Lesson 8 – Entering and Paying Bills


Discuss the different ways you can handle bills in QuickBooks. Learn how to enter a bill in QuickBooks. Use the Pay Bills window to pay a bill in QuickBooks. Learn how to enter a discount on a bill from a vendor.


Lesson 9 – Analyzing Financial Data


Discuss some of the tools QuickBooks gives you for analyzing financial data: QuickReports, preset reports, and graphs. Create a QuickReport. Add a column to a report. Learn how to move a column in a report. Learn about the types of preset reports QuickBooks offers. Practice creating reports and viewing them onscreen. Customize a report by changing how it looks and the data it covers (filtering). Learn how to process reports in batches. Save reports as Portable Document Format (PDF) files. Learn how to export a report to Microsoft Excel. Practice filtering reports in Microsoft Excel. Learn about the types of graphs QuickBooks offers. Create and customize several graphs.


Lesson 10 – Setting Up Inventory


Get an overview of inventory in QuickBooks. Practice filling out a purchase order for inventory items. Track the receipt of the inventory items in QuickBooks. Adjust inventory manually, to enter a stock loss or increase. Create, build, and edit inventory assemblies (finished goods) (QuickBooks: Premier or higher). Set up and use units of measure (QuickBooks: Premier or higher).


Lesson 11 – Tracking and Paying Sales Tax


Get an overview of sales tax in QuickBooks (the steps involved in tracking, collecting, and paying it). See how to set up QuickBooks to track sales tax. See how to apply sales tax to a sale. Learn how to determine a business’s sales tax liability. Write a QuickBooks check to the appropriate tax agency for sales tax liability.


Lesson 12 – Doing Payroll with QuickBooks


Gain an overview of payroll in QuickBooks. Learn more about payroll setup. Set up employee payroll information Set up payroll schedules. Practice writing and printing a payroll check. Learn how QuickBooks tracks your tax liabilities. Practice paying payroll taxes.


Lesson 13 – Estimating and Progress Invoicing


Learn how to create job estimates. Find an estimate in a data file. Learn to duplicate an existing estimate. Create an invoice from an estimate. Display project reports for estimates. Update a job’s status. Make an estimate inactive.


Lesson 14 – Tracking Time


Learn how to track time worked on a project. Learn how to invoice a customer for time worked on a project. Create project reports for time tracking and learn about other project reports. Learn how to set up items used to track time worked by owners or partners. Learn how to pay nonemployees for time worked.


Lesson 15 – Customizing Forms and Writing QuickBooks Letters


Learn how to modify a preset invoice form. Design a custom invoice form. See how to print invoices. Learn how to prepare a collection letter for overdue customers. Learn how to edit a prewritten letter in QuickBooks.


Lesson 16 – Working with Multiple Currencies


Learn to set up a QuickBooks company file to use multiple currencies and to perform a transaction using multiple currencies.