|
|
|
Computer Based
QuickBooks Training - QuickBooks
|
|
QuickBooks Class
|
Call
800-216-0763
Speak with our staff of Certified QuickBooks
Advisors and QuickBooks seminar leaders for help
determining the best training for you. |
|
|
|
Training for all levels First Learn the Basics
next purchase advanced! |
20% Off QuickBooks Learning Products + Free Shipping
|
|
|
|
|
|
|
|
|
|
|
|
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.
|
|
|
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 |
|
|
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. |
Training Method |
|
|
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 |
|
|
To order call
800-216-0763 |
|
|
|
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
Home
|
