QuickBooks Training in the USA. Learn how to use QuickBooks. For the new and advanced QuickBooks user learn to master QuickBooks. We have a seminar (classes) to match your experience. Our Certified QuickBooks Advisors will teach you to recognize mistakes and learn how to fix them.

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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 the computer based QuickBooks training to be the best method of learning QuickBooks  Benefit by pacing your training thereby avoiding information overload.  After taking this computer based training, you can purchase a support contract to help you with problems or further understanding of how QuickBooks works. Call 800-216-0763 for more information.   Support is provide by our QuickBooks Trainers.

  QuickBooks Training Seminar


Customizing QuickBooks for your business

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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12 hours of training over 2 days

Seminar is presented live with Advanced Certified QuickBooks Advisors as instructions (limited class size to 5 attendees)  from anywhere in the USA. You will view the instructor's desktop QuickBooks software as you listen to the lesson stopping after each topic to perform hands-on QuickBooks exercises on your desktop (you receive all training materials in the mail a few days ahead of the class date). Our instructors answer questions throughout the day about your specific QuickBooks needs.   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  no need for notes.

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  Computer Based QuickBooks Training   Live QuickBooks Seminars
Additional Help 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.     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.  
Reference material The QuickBooks Training CDs are 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.   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.
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.   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.  
View the topic, pause the software then put into practice what you have just learned. There is no better way to learn QuickBooks! Training, 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.
Computer Based QuickBooks Training   Live QuickBooks Seminars
Topics Covered
The Computer based QuickBooks Training
takes a detailed "how to / training " approach covering the point & click of  activities and tasks that all new QuickBooks users must become familiar with.  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.

On average, new QuickBooks users with less than a month of experience will appreciate and benefit from choosing this method of learning the in's and out's of QuickBooks. Those with more experience 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.

Click on the links at the top of this page for details on the contents of each training CD set.

Link to sample chart of accounts

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.

  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

Computer Based QuickBooks Training   Live QuickBooks Seminars

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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. 

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