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Day 1: QuickBooks training seminar

       Get Going with QuickBooks


Day 2: QuickBooks training seminar

     Keep Going with QuickBooks  

$199



 

            $199

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QuickBooks Training


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Training Seminar Schedule

Get Going With QuickBooks
Full Day(6 hours) 

Computer lab classrooms provides you with  hands on practice while you learn QuickBooks for windows  at these training seminars. Instructors teach QuickBooks using QuickBooks Pro 2008. QuickBooks Pro & Premier users will find this course and excellent place for initial training. The class will cover the basics of Pro and Premier editions.  If you own a newer or older version of QuickBooks, there will be slight differences in navigation but the concepts and transaction entry remain the same. If you want to learn how to use QuickBooks, these are the classes you will want to attend.  Click here to download a PDF with screen shots of your version to bring to class for cross-referencing.   If you have any questions about the training, call us at 800-216-0763.

QuickBooks Course Description
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 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.

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

Target QuickBooks User: This course is designed for a person with no prior knowledge of how to use QuickBooks or someone familiar with the software who wants to learn new features and functionality of this version.

Class Prerequisites: You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Performance-Based Objectives for learning QuickBooks
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.

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
 

Will I learn what I need to know if I have a different QuickBooks version?
We are confident that you will find these classes useful if you are using QuickBooks 2005 or later edition. Below is a brief description of the differences between versions and if you still have questions, please call us at 800-216-0763.

QuickBooks Premier and Pro Users may attend this class, the interface and navigation is identical in both versions. In fact you will hard pressed to  notice any difference.  QuickBooks Premier has the following features which will not be covered in this class:
Tracks sales orders, inventory components and finished goods or "assemblies".
Create forecasts and business plans and budgets in QuickBooks
Customize prices - up to 100 different prices levels per item by percent.
Industry specific reports
Fulfillment worksheet for wholesalers and manufacturers

Click for Training Seminar Schedule

QuickBooks 2005 users may attend this QuickBooks seminar and gain a better understanding of how QuickBooks 2005 works. Version 2006 did change the navigation screens (the icons for clicking to get to a transaction type or customer/vendor information) but the data entry screens are primarily the same.   If you come to this class using QuickBooks 2005 click here to print a list of menu selections from your version for easy cross reference.

QuickBooks 2007, 2008, 2009, 2010, 2011, 2012  users may attend this QuickBooks class and gain a better understanding of how QuickBooks  works.

Keep Going with QuickBooks
Full Day(6 hours) 

Computer lab classrooms provides you with  hands on practice while you learn QuickBooks for windows  at these training seminars. Instructors teach QuickBooks using QuickBooks Pro 2008. QuickBooks Pro & Premier users will find this course and excellent place for initial training.   If you own a newer or older version of QuickBooks, there will be slight differences in navigation but the concepts and transaction entry remain the same. If you want to learn how to use QuickBooks, these are the classes you will want to attend.  Click here to download a PDF with screen shots of your version to bring to class for cross-referencing.   If you have any questions about the training, call us at 800-216-0763.


QuickBooks 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.


QuickBooks Seminar Objective:
You will examine some of the more advanced features of QuickBooks to help meet the needs of your business.

Target QuickBooks User: This course is designed for a person with no prior knowledge of how to use QuickBooks or someone familiar with the software who wants to learn new features and functionality of this version.

Class Prerequisites:  You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

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.


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
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




Click for Training Seminar Schedule





 

Will I learn what I need to know if I have a different QuickBooks version?
We are confident that you will find these classes useful if you are using QuickBooks 2005 or later edition. Below is a brief description of the differences between versions and if you still have questions, please call us at 800-216-0763.

QuickBooks Premier and Pro Users may attend this class, the interface and navigation is identical in both versions. In fact you will hard pressed to  notice any difference.  QuickBooks Premier has the following features which will not be covered in this class:
Tracks sales orders, inventory components and finished goods or "assemblies".
Create forecasts and business plans and budgets in QuickBooks
Customize prices - up to 100 different prices levels per item by percent.
Industry specific reports
Fulfillment worksheet for wholesalers and manufacturers

QuickBooks 2005 users may attend this QuickBooks seminar and gain a better understanding of how QuickBooks 2005 works. Version 2006 did change the navigation screens (the icons for clicking to get to a transaction type or customer/vendor information) but the data entry screens are primarily the same.   If you come to this class using QuickBooks 2005 click here to print a list of menu selections from your version for easy cross reference.

QuickBooks 2007, 2008, 2009, 2010, 2011, 2012  users may attend this QuickBooks class and gain a better understanding of how QuickBooks works.




QuickBooks Training - Getting Started and Keep Going with QuickBooks are beginner courses for the new user of QuickBooks. Both QuickBooks classes concentrate on the basic features common to both QuickBooks Pro and Premier users. Any features found in only in the QuickBooks Premier editions, will not be part of the class content. But these QuickBooks seminars lay a great foundation for your comprehension of how QuickBooks works.  Your understanding of the terminology and features will allow you to bridge your knowledge to the more sophisticated features or industry specific features found in QuickBooks by using the help menu and QuickBooks manuals.  Getting started on QuickBooks can be daunting for the new user. We will introduce you to the software
capabilities and provide explanations on chart of accounts, list items, vendors, and customers and how to set-up and use QuickBooks including tips and tricks.  Sign up today.

 

Download and install the QuickBooks edition now

QuickBooks 2009 Added

All Editions:

  • Microsoft Vista Logo Certified
  • Duplicate a transaction
  • Right-click to delete list items
  • Multi-Currency. QuickBooks 2009 now supports all global currencies. - Once you turn it on, you cannot turn it off
      so be sure that you buy or sell in foreign currencies before you use this feature.
  • Conveniently process wire transfers and drafts from within QuickBooks
  • New Company Snapshot. real-time overview of your business
  • Larger numbers support - 11 figure numbers (99,999,999,999) versus 8 figures in previous releases
  • Improved Bank Reconciliation -Sort by: Check number, Date, Amount, Payee and other column headings
  • QuickBooks Live Community. - Post your question for thousands of accountants and other QuickBooks users for help
  • One user can create an invoice while another user is running a report
  • QuickBooks Messenger allows for instant communication between QuickBooks users
  • Back-up data in multi-user mode
  • Upgraded security on Master Company File Password
  • Improved Online Banking -easier to set up and less confusing to use- Automatic transaction mapping to chart of accounts

Enterprise:

  • 30 Users
  • Sales force module (additional fees apply)
  • One login if Warehouse management, Sales management, Business management
     

Point of Sale:

  • Cashier Screen Easier to use and now with  Touch Screen convenience (requires a touch screen monitor)
  • Capture customer signatures on merchant's receipt -Requires purchasing pin pad with signature sold separately
  • 20 workstations in 1 location
  • Improved Sales tax reporting with payment information by each tax agency, location, code and component
     
  • Pro and Multistore - With webstore (additional fees apply) that will update items and pricing from POS
  • Improved reorder points - Now easier to set default
  • Plus Now you can set a reorder point with a QTY or Days of supply as a trigger - (THIS IS BIG)!
  • Report of your Turn Statistics on the items you sell (turnover is how quickly you sell your items)

 

QuickBooks 2008 Added - key features

Click to run a "Whats new video" for QuickBooks Version 2008

All Editions:

  • Easily share records with your accountant with an improved Accountant's copy now it only takes a single click to encrypt your file and upload the file to a secure server for your Accountant's download and review. Eliminating emailing and multiple file issues.  Your accountant can now complete bank reconciliations and merge accounts while you continue to enter your daily transactions
  • Introducing context sensitive help, designed to provide new users with an enhanced start up experience.
  • New excel templates make it easy for you to import existing customers, vendors, or product information into QuickBooks. Users can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column


QuickBooks Simple Start

  • Track Thousands of Customer and Vendor Contacts in free Simple Start 2008.
  • Now supports Payroll! (additional fees may apply)

QuickBooks Pro, QuickBooks Premier & QuickBooks Enterprise

  • Easily send invoices, sales receipts and other forms using Outlook and Outlook Express.
    Send emails directly from QuickBooks using Outlook or Outlook Express.
    Sync your contacts in Outlook with your contacts in QuickBooks.
    Customer Center- each customer now  includes Google Maps plus directions from a main location
     

QuickBooks Premier & QuickBooks Enterprise

  • Easily identify which clients to bill. View unbilled time & expenses for all clients on a single screen and transfer to an invoice with one click. Instead of creating one invoice at time and selecting all unbilled time and costs, you now can simply open the Invoice for Time & Expenses screen and select the client and project combination. All unbilled costs for a given date range will be transferred directly to an invoice. You can also quickly view subtotals of your unbilled time and expenses and filter the individual entries by date

Point of Sale

  • Users can now attach up to 2 digital pictures per item in your inventory list
  • Users can generate and print a shipping label for UPS right from QuickBooks Point of Sale.
  • Automatically track and reward customers that spend a certain amount at your store.



QuickBooks 2007 Added - key features

  • Choose to auto fill  vendor bill/payments with just the correct chart of account  (elect not to prefill all fields  with the last transaction data)
  • QuickBooks will now warn you when you are entering transactions with a future date or a date older than 90 days (the 90 day range can be modified)
  • QuickBooks now adds a date and time to your backup file making it easy ( for those  who consider themselves computer "challenged") to keep a daily backup - one for each day of the week , a monthly backup, and an annual backup. 
  • QuickBooks has made it much easier for your accountant to work on your file while you continue to make entries into your file.  
      This feature will import all changes made by your accountant and provide you with a detailed listing of those
      changes. Its easy for your accountant to make and send your an import file with changes. Now your books will match your
      tax return and your accountant will no longer spin his/her wheels determining the cause of changes to beginning balances.
      Whenever you have a problem with the file, make an accountant's copy, e-mail and send to the accountant to fix. Your accountant will
      review at the  next opportunity and make the corrections in the copy you sent. He/She will then send you the file corrections to import
      into your copy. All very easy!  This feature alone makes it worthwhile for both you and your accountant to be on version 2007.
      Its good for you - you get accurate reports to make key business decisions without disruption to your daily workflow
      Its good for your accountant - spend less time reconciling and more time as a business advisor to your clients
  • Negative deposits can now be entered through the make deposit window. A great feature for those who accept
      sporadic credit card payments  and occasionally need to refund a customer a credit card credit.
  • Customization of forms has become much easier. Its time to give your company look a unique, professional look
        to your forms (invoices, purchase orders, sales order)
  • New edition has teamed up with Google. The Google feature works the same way as a websearch but limits the
       search to  QuickBooks.  Not to worry,  will only retrieve what your employees have permission to see. In
       addition, set up a Google AdWords account within QuickBooks and receive a $50 credit from Google to try out
       this form of advertising. 
  • Are you still confused about what payroll taxes/forms are due when? This edition will remind you when to cut 
        payroll checks, when to file and pay payroll taxes and how much to pay.
  • For those companies who ship regularly with UPS and FEDex,  process shipments and print FedEx and UPS labels from within QuickBooks - and in QuickBooks 2007 you can use thermal label printers! You can even schedule pickups and track packages right in your QuickBooks software. Shipping Manager pre-fills the shipping labels with the customer address information from your QuickBooks Invoice or Sales Receipt forms. No more writing labels by hand. And no need to enter data twice. Shipping Manager is already built in to your QuickBooks software and it's FREE to use. You only pay FedEx or UPS charges on what you ship. And you can sign up for Shipping Manager through your QuickBooks software and start using it right away.
    Price levels now show up on estimates.
  • Contractors edition will now keep track of when Vendors (subcontractors) workers comp certificate of insurance expires. QuickBooks and will let you know when entering a transaction to that vendor if there is an expired workers comp certificate on file.
  • Purchase and sell the same item in different units of measure. Only available in Premier Contractors & Mfg/Wholesale Edition
       Unit of measure conversion prevents costly errors.  Enter your item into inventory in smallest unit of measure for
       that product, sell on an invoice in a larger unit of measure. QuickBooks will reduce your inventory based on a
       conversion to the smallest unit of measure. For example sell 1 can of soda or one six-pack. QuickBooks will  
       reduce the soda inventory by 6.  Caution: Pricing for the six is based on the single can of soda pricing.
  • Enterprise now can add up to 100,000 list items (names, items, classes)
  • The easy step start up wizard (to set up new QuickBooks company files) is improved with the ability to select which accounts on a recommended chart of accounts that you prefer to use.

QuickBooks 2006 Added - key features
Included in QuickBooks  2007 are all the great features QuickBooks in 2006 and earlier editions- key features

  • Whole new design for easier navigation.
  • New customer, vendor and employee centers
  • Customer Center interactive demo in QuickBooks
  • Filter customer and vendor lists for specific criteria
  • New Vendor Center shows all your vendors and what you owe them in one simple screen
  • New Employee Center shows all your employees and what you're paying them in one simple screen
  • New Payroll Center for Do-it-yourself payroll will help improve the accuracy and timeliness of PR related functions by providing information about when payroll, and PR Liabilities are due, who to pay and how much is owed. This center automatically reminds you if important dates. Plus the process of setting up QuickBooks Payroll has been greatly simplified.
  • Always on audit trail that does not slow down performance!
    All versions have switched to using the sequel database platform.
  • Add multiple e-mail and shipping addresses for your customers.  Now you can set Cc e-mail addresses in the customer record which will pre-populate all e-mails created in QuickBooks for that customer.
  • Processing credit card refunds- now there is a convenient way to show that a refund was provided on the credit memo.  Also a Bcc field has been added and users can set company wide default e-mail addresses to pre-populate the Bcc field (another improvement to your internal controls!)
  • Voided checks are correctly accounted for by creating offsetting journal entries in the affected accounting period.
  • Improved window for "enter bills".  See the vendors address that will print on the bill payment checks.
  • Improved communication between the item record cost field and the replacement cost purchased on checks, credit card charges, bills and POs.  Now you have the option to update the cost in the inventory or service item when creating a new purchase transaction. Now you can base change item prices on unit cost.  This is a choice to change cost of an item in the item record (via a pop-up window) at the time the purchase transaction is entered. You can elect NOT to display the pop-up message via a checkbox, but whatever choice you make on that transaction (to update the item record with the new cost or NOT) QuickBooks will use that as the default behavior.  Its a good idea to discuss this new feature with all data entry personnel. You can reverse this decision by selecting "bring back all one time messages" option under preferences (general).   If the item is a component in an assembly, the bill of materials average cost will change when the assembly item is built
  • Customized pricing and rounding options make it easier to keep your pricing competitive
  • Inventory - Includes a new field for manufacturers part number. Search and sort by your part number or the vendors.
  • Finally - QuickBooks now posts reconciliation differences to a new account called reconciliation differences- a P&L account (sure sounds immaterial but a true time saver for your accountant!)
  • Utility that creates a more compact company file for easier portability such as e-mailing the file to your accountants.

    QuickBooks Premier and Enterprise
  • An improved bill of materials that includes (total cost to produce) with the ability to factor in overhead costs such as labor, supplies and depreciation
  • Manufacturer/Wholesale, Retail, and Accountant's editions: (All QuickBooks Enterprise editions include these features but the following premier editions DO NOT: Contractor's, Professional, or Nonprofits.  If premier is the right product for you, AND, you want all the features of all the editions, purchase the Accountant's QuickBooks Premier edition as it contains every feature of every QuickBooks  premier edition.)
     
    • Backordered column has been added to the sales order to indicate fulfilled and still open quantities. Invoice has a new backordered column and picking lists can now be printed. Packing lists now show backordered items.  If you are a nonprofit and need to track backorders, consider purchasing the accountant's edition.
    • Backorder functionality on purchase orders as well. POs will display a column for previously received and a separate backorder column
    • Sales order fulfillment worksheet (window) shows all open orders  based on criteria important to you such as oldest orders,  shippable dollar amount, or by customer.  Customize whether you want to allow partial shipments or only complete orders. Select the orders you want to ship, then batch-print pick lists, packing slips or invoices.
    • Available-to-promise window where you can review how much of an inventory item  is on hand, how much has been committed to customers, expected on new POs and how much is pending for builds.
  • Accountant edition - toggle between QuickBooks Simple Start, QuickBooks Pro and all industry specific versions of QuickBooks Premier
  • Select multiple sales orders to consolidate into a single invoice
     


QuickBooks 2005  -  new key features

  • Improved management of customer payments.  
    Automatically handle overpayments or underpayments from customers on the receive payment window.
    When creating an invoice you can now immediately apply a customer deposit or other outstanding credit on the invoice form (no longer must you go to the receive payment window)
  • Improved downloading bank and credit card transactions.  Match multiple transactions at a time. Associate similar vendors to one existing vendor name (for example multiple outlets for the same store) 
  • Print envelopes from within QuickBooks. Improved letter wizard for  integration with Word. Plus convert an invoice into a word document for a more personal touch. 
  • Reports navigator making it easy to select the right report to find the information you need  
  • Retained earnings Quick Zoom (a feature handy for bean counters aka accountants)
  • Shipping manager (not available in Basic) is now UPS Ready,  using customer address information on sales receipts or invoices to pre-fill UPS shipping labels (Fed-Ex labels can be printed too), complete with tracking numbers and bar codes. Schedule pickups and track shipments-directly from QuickBooks.
  • Void/Deleted Transactions report - always on, improving security of your data
  • For Do-it-yourself payroll subscribers there is now an enhanced service  which offers you the option of direct depositing the paychecks into employee's bank accounts plus prepares state tax forms. (there is an added cost to this feature).  New workers comp feature helps contractors track gross wages by classification code and calculate  worker's comp premiums (additional fees apply).
  • All Premier editions includes an improved Business Plan Tool and Expert Analysis Tool  
  • All Premier editions - Set billing rates by individual, position or skill level.  Use billing rate levels for all items or just for specific items. Send timesheet hours to invoices and QuickBooks will apply the right rate.
  • Edit assembly items when components change
  • Premier Contractors edition- New Job Cost by Vendor & Job Report, New Cost to complete report - a great tool for determining if the job is running over budget.

 

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