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Computer Based
QuickBooks Training
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Live
QuickBooks Class
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Order training CD by
calling
800-216-0763
Speak with our staff of Certified QuickBooks
Advisors and QuickBooks seminar leaders for help
determining the best training for you. |
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Customizing QuickBooks for your business |
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Day one will Introduce you to
QuickBooks’s basic features and give you an
opportunity for hands-on practice. Day two
provides how to guidance on using QuickBooks to
best meet the needs of your business |
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To Order Call
800-216-0763 |
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Operating requirements:
Windows 98, Me, 2000 or XP
(Not for use with Mac / Apple Computers)
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Hours Of Training |
12 hours of training. |
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12 hours of training |
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| Cost |
$179
$159 (Special Promotion) |
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$258
($155 per day if registering
separately) |
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Training Method |
Training is conveniently held on your desktop
computer. Spend 5-10 minutes learning from the CD,
then click on pause, and practice what you have
learned, then return to the CD to move forward or
view & listen again for clarification. As
professional trainers, we believe our computer
based QuickBooks training to be the best method of
learning QuickBooks Benefit by pacing your
training thereby avoiding information overload.
Our QuickBooks Seminar on CD comes with 20 minute
of telephone support and if you have high speed
internet access, we can demonstrate the solution
right on your desktop. Support is provide by
our QuickBooks Trainers. If additional support is
requested we offer a
QuickBooks annual support contract that QuickBooks users find
extremely helpful.
Accountants:
CPE credit
available in some States.
Click here for more information |
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Seminar is presented in a
computer Lab with QuickBooks software projected to
the front of the room while the instructor
provides training and demonstrates the how's and
why's. Our goal during this QuickBooks Class is to
prepare you with the tools and understanding you
need to take advantage of the power QuickBooks
offers. Questions are welcomed. A detailed manual
of all topics is provided to the attendee to return
to the office with, no need for notes.
Locations are in a computer lab with hands on
training,
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Computer Based QuickBooks Training |
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Live
QuickBooks
Seminars |
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Additional Help |
Comes with 20 minutes of telephone support from our
QuickBooks Trainers (Certified Quickbooks Advisors
& seasoned CPAs) is included with purchase. (unused support expires 12 months from
date of purchase). If you have a high speed
internet connection we can explain and demonstrate
the solution within QuickBooks on your desktop
while you watch. |
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After your seminar call us
800-216-0763 for a
QuickBooks support contract. We are experts in your
industry and can
provide the additional assistance you may need. Our
support personnel are Certified
QuickBooks Advisor and seasoned CPA. |
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Reference material |
Our QuickBooks Training CD is well organized by
chapter & topic. Easily find the topic in
question, and, return as often as needed keeping
the stress normally associated with learning at
bay. This seminar on CD becomes a fast, easy,
always available complete guide for use in
resolving QuickBooks questions. |
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A seminar guide
is provided to each attendee. It contains. "how to instructions", organized by topics, in
the order covered in the
QuickBooks seminar. A great resource for the seminar attendee.
And therefore, no need to take notes. |
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Benefits |
Save Money.
Train everyone in your office for one price. Have
your managers listen to the CD to understand the QuickBooks reports.
New employees will have a resource to turn to for
help. |
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Benefit from the questions of
other QuickBooks Users .Small Quickbooks
class size
(normally 5 - 10 people). Instructor will
have time to answer any questions you have on
covered topics. |
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View the topic, pause the software then put into
practice what you have just learned. There is no
better way to learn QuickBooks! Training is
provided by one of the nations foremost QuickBooks
trainers. He has personally trained over 30,000
users and this seminar on CD is a product of his
vast experience bringing new and experienced users
to a new level of advanced understanding of how
QuickBooks works. |
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Many individual like the
controlled learning environment of a QuickBooks classroom
setting. There attention is solely focused on
the topic without distraction from other daily
business and personal pressures. |
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Computer Based QuickBooks Training |
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Live
QuickBooks
Seminars |
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Topics Covered |
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The
Computer based QuickBooks Training
takes a detailed "how to / training " approach covering the
point & click of every menu item throughout
QuickBooks as well as what is happening behind the
scenes. This approach provides the user with
the opportunity to "pace" their training so that
they can watch a new learning topic, pause to
implement this knew knowledge right away. Contains 12 hours
of detailed QuickBooks training.
On
average, new QuickBooks
users up through those with nine months of
hands-on QuickBooks experience will appreciate and
benefit from choosing this method of learning the
in's and out's of
QuickBooks. Those who believe that they are not
using the software correctly, or individuals who do
not have formal training as a bookkeepers will find
our QuickBooks seminar on CD an ideal solution.
QuickBooks Seminar on CD is the preferred
method for the new user. New
users will find that they are up and running more
quickly and with less frustration than if they took
a live seminar.
If you are a new bookkeeper seeking training before
beginning an important job, this training will help
you gear-up quickly. If you do not own QuickBooks,
we will ship you QuickBooks software with the
purchase of the CD (please call order in and
request free CD). This software is a complete
package and good for 15 uses. Just enough to allow
you to practice in the software as you are learn.
Housekeeping:
Backing up your file
QuickBooks shortcut keys
Restoring a file
Printing Forms
E Mailing Forms
Updating QuickBooks (stand alone and networked computers)
Quick reports
Startup:
Easy step interview
Company information
Preferences
Audit trail
Set up employees
Closing the period
Choosing a starting date
Passwords and permissions
Chart of accounts:
Difference between class, account & item
Sales and marketing tracking with classes, customer
types
Working with sub accounts and classes,
Purchase and vendor tracking with class and vendor types,
Link to sample chart of accounts |
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Day one 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
end of the day, 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.
Day one Performance-Based Objectives for learning QuickBooks
Upon successful completion of day one 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.
Day
two 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.
Day 2 Performance-Based Objectives for learning QuickBooks
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.
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Click here for a 1 minute excerpt of our Seminar on CD.
In this short clip you will see first hand how it emulates a QuickBooks
seminar. And with our free one on one support
from the same instructors who present our seminars,
the Seminar on CD is a much better value for those
"less than advanced users" of QuickBooks who
will spend the time viewing it. |
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Customer Names:
Adding and Editing Customer
Adding and editing jobs
Using Customizable fields for customers
Using Notes
Using to-do notes
Adding and Editing Vendors
Adding Customizable Fields for vendors
Items:
When to use an inventory, non inventory, service, or other item
type, Setting up a new item
Payment and discount items - how to use correctly
Inventory items - how they work
Inventory adjustments, (value and quantity)
Subtotal, Group and Assembly items, how to use
Customized inventory fields, set-up and limitations
Banking:
Transferring funds
Reconciling bank accounts
Clicking reconcile before the difference is zero
Transactions:
Completing an Invoice
Pending sales and memorized sales
Price levels
Entering statement charges
Entering finance charges
Printing statements
Customer returns, refunds, credits
Completing a sales receipt
Correcting a payment after included in a deposit transaction
Linking credit memos to invoices
Setting up customer terms
Making a bank deposit
Estimating, Time and material invoicing
Entering cash sales
Using the REP field for commissions tracking
Printing bank deposit slips
Printing a customer payment applied report
Vendor:
Using purchase orders
Enter a bill
Paying bills with checks and credit cards
What to do with bounced checks
Entering manual checks
Printing, voiding, and deleting checks
Memorizing bills and checks
Modifying memorized transactions
Downloading credit card statements
Set-up, tracking, printing 1099s
Mileage tracker
Contractors:
Time tracking and subcontractors
Progress billing
Change orders
Estimating
Reports - estimate vs actual, budget vs actual
Customize forms
Reports:
Modify reports using display, filter, and headers,
Creating graphs
Memorize reports - new, replace, delete
Memorized report groups- new, add, delete, Importing report templates
Exporting and importing report templates
Special:
Setting up and working with loans version
Using the loan manager
Miscellaneous:
Emailing forms- cover letter, different services, how to sign up
Payroll:
What each QuickBooks payroll service offers
Employee loans
Printing paystubs
Paying payroll liabilities
Payroll tax forms
Payroll reports, Payroll reports in excel
Adjusting payroll liabilities
Payroll set-up, Payroll checkup, Payroll items,
Easy payroll set-up, Entering year to date payroll
amounts
Making adjustments to year to date amounts
Setting up an employee
Creating a paycheck
Editing paychecks
Payroll preferences
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Training Content for Day 1:
Getting Started with QuickBooks
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
Training Content for Day 2:
Keep Going with QuickBooks
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 Quick Reports
Modifying Quick Reports
Memorizing Quick Reports
Running Preset Reports
Modifying Preset Reports
Exporting Reports to Microsoft Excel
Printing Reports
Lesson 4: Creating Graphs
Creating Quick Insight 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
(QuickBooks version 2006)
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 Synch |
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Computer Based QuickBooks Training |
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Live
QuickBooks
Seminars |
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To order call
800-216-0763 |
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We provide
QuickBooks Seminars! Our attendees tell us that they are not
disciplined to sit with the seminar QuickBooks training on CD-Rom
and will benefit from a full day "boot camp" of our live QuickBooks training.
We offer one of the best QuickBooks single day training class available!
Call us at 800-216-0763 to learn more about your QuickBooks training options
Gain the knowledge you need to manage your business,
achieve better control over finances, and increase
profitability using QuickBooks.
Click here for our QuickBooks seminars. Our QuickBook training seminars are limited to
a maximum of
10 attendees (winter months, attendance may increase to 12) so our experts can focus on the training to match your business needs.
Both, our QuickBooks live seminars, and, the free support that comes with
QuickBooks seminar on CD will introduce you to a QuickBooks expert
whom you can
turn to for help when problems arise. If you are not an accountant and
if you wear many hats during the day making important quick decisions,
moving forward at a pace three times that of your larger competitors,
mistakes are bound to happen. We are the experts (CPAs and Certified
QuickBooks Advisors) whom you can turn to for assistance. With each
support call you can speak with the same QuickBooks expert you spoke with previously. And we have
the technology (remote access) to make it seem like our
expert is sitting in the chair next to your desk, guiding you through
your training and QuickBooks troubleshooting.
QuickBooks
Training
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