QuickBooks® Training Workshops
Our classroom setup for up to 8 students allows for personal attention during training.
We provide two QuickBooks® training workshops to help you get started. While it is recommended that you attend the training sessions in consecutive order, it is not necessary for you to attend Part 1 prior to attending Part 2 if you feel that you are familiar with all of the topics that will be covered.
Managing Your Business With QuickBooks® Part 1
This full-day workshop covers the following material:
- Introduction to QuickBooks: Protecting and sharing data, backing up and restoring data, QuickBooks releases, Accounting 101
- Managing Revenue: Invoicing, customer returns and credits, customer payments, bad debt, customer statements, finance charges, sales reports
- Managing Expenses: Entering and paying bills, class tracking, vendor set-up and lists, printing checks, tracking loans, handling vendor refunds, petty cash, credit cards
- Bank Reconciliation: Reconciling bank accounts, bank reconciliation, finding errors during bank reconciliation, handling bounced checks, reconciling credit cards, beginning balances on accounts
- Reports and Graphs: Cash vs. accrual, accounting reports, business management reports, graphs, building custom reports, memorizing reports, processing multiple reports, exporting reports
- Company File Maintenance, Set-up and Customization: Set-up process, adjusting opening balances, users and passwords, customizing icons and windows, items and list, modifying sales form templates
Managing Your Business with QuickBooks® Part 2
This full-day workshop covers the following material:
- Pass-Throughs: Reimbursable expenses, using two-sided items, unbilled costs by job report, invoicing for billable time, time by job report, vehicle mileage tracking, multiple pass-throughs on one invoice
- Inventory: Tracking inventory, setting up inventory items parts and group items, calculating average cost, invoicing for and purchasing inventory, purchase orders, entering bills for inventory, adjusting inventory, inventory reports
- Sales Tax: Setting up sales tax, sales tax items and codes, calculating sales tax on sales forms, QuickBooks and your sales tax return, advanced sales tax topics
- Time Tracking: Entering time on timesheets, printing timesheets, timesheet data feeds payroll, invoicing customers for time, tracking an owner’s or partner’s time, time reports
- Payroll Setup: Payroll accounts, activating and set-up for payroll, employee defaults, employee records, year-to-date amounts, accounting behind-the-scenes in payroll items, releasing employees, deactivating and reactivating employees, employee contact list report, mid-year payroll setup
- Payroll Processing: Tax tables, paying employees, editing, voiding and deleting paychecks, paying payroll liabilities, creating payroll reports, preparing payroll taxes
- Estimates and Sales Orders: Creating estimates and sales orders
- Budgeting, Forecasting, and Business Planning: Creating budgets and budget reports, creating forecasts and forecast reports, cash flow projector, creating a business plan
- Adjustments and Year-End Procedures: Processing Form 1099, editing, voiding and deleting transactions, recording adjustments and general journal entries, tracking fixed assets, memorizing journal entries, closing the year, “locking” transactions, importing and exporting
On-site workshops can be arranged for you and your staff. We offer both full-day and half-day sessions. Please contact us to schedule an onsite training workshop.
