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Over 35 years improving businesses
QuickBooks
DAY 1 - Level 1
8:30am - 4:30pm
Lesson 1: Getting Started
- Gaining an overview of the course and the topics to be covered
- Learning how QuickBooks works and how to get around
- Learning common business terms used by QuickBooks
Lesson 2: Setting up QuickBooks
- Discussion of decisions to be made before using QuickBooks
- Creating a new company file with QuickBooks
- Customizing QuickBooks with the EasyStep interview
Lesson 3: Working with Lists
- Working with the chart of accounts
- Adding customer information in QuickBooks
- Adding vendor information in QuickBooks
- Learning about custom fields for customer, vendors, and items
- Tips for managing lists in QuickBooks
Lesson 4: Working with Bank Accounts
- Learning how to working with bank account registers
- Learning features common to all QuickBooks registers
- Learning about entering transactions directly into registers
- Learning how to reconcile bank accounts in QuickBooks
Lesson 5: Using Other Accounts in QuickBooks
- Introducing the other account types in QuickBooks
- Learning how to track credit cards transactions
- How to reconcile a credit card account in QuickBooks
- Discussion of the other types of asset, liability, and equity accounts in QuickBooks
Lesson 6: Entering Sales Information
- Learning about the different types of sales forms in QuickBooks
- Learning about purchase orders and printing forms to PDF.
- Learning how to create invoices in QuickBooks
- Learn the purpose of and use of the item list
- Learn how to enter data on a sales form
- How to memorize invoices
- How to add new items to the item list
- How to add price levels on the price level list
- How to associate price levels to customer records
- How to create invoice letters and reminder statements
Lesson 7: Receiving and Making Deposits
- Learning how to record customer payments
- Learning how to handle customer discounts, partial payments and overpayments
- How to record deposits in QuickBooks
- How to record cash back from a deposit
- Learn how to process credit card transaction in QuickBooks
Lesson 8: Entering and Paying Bills
- Discuss the different ways to handle bills in QuickBooks
- Learn how to enter a bill in QuickBooks
- How to pay bills in QuickBooks
- Learn how to enter a discount for a bill from a vendor
DAY 2 - Level 2
8:30am - 3:30pm
Lesson 9: Analyzing Financial Data
- Discussion of the tools for analyzing data in QuickBooks
- How to create a Quick Report
- How to add columns and reposition columns on a report
- Learn about the different preset reports in QuickBooks
- Practice creating reports and viewing them on screen
- Customizing report information and look
- How to create report batches
- How to save reports to PDF
- How to export report to Excel and how filter reports in Excel
- Learn about the different report graphs in QuickBooks
- How to create and customize graphs
Lesson 10: Setting up Inventory
- Gaining an overview of what inventory will and won't do in QuickBooks
- Practice filing out purchase orders for inventory items
- Tracking the receipt of inventory items in QuickBooks
- Adjusting inventory in QuickBooks
Lesson 11: Tracking and Paying Sales Taxes
- Gaining an overview of sales taxes management in QuickBooks
- How to properly setup sales taxes in QuickBooks
- How to apply sales taxes to a sale
- How to determine sales tax liability and pay sales tax liabilities
Lesson 12: Doing Payroll in QuickBooks
- Gaining an overview of managing payroll in QuickBooks
- Learn how to properly setup payroll in QuickBooks
- How to set up employees for payroll in QuickBooks
- How to set up payroll schedules
- How to pay employees and payroll liabilities.
Lesson 13: Estimating and Progress Invoicing
- Learning how to create job estimates
- Finding estimates in the company file
- Learning how to copy estimates
- How to create invoices from estimates
- How to display reports on projects
- How to update a job or project status
- How to make estimate inactive
Lesson 14: Tracking Time
- Learning how to track time spent on a project
- Learning how to invoice a customer for time worked on a project
- How to create report for time tracking and learning about other project reports
- How to pay nonemployees for time worked
Lesson 15: Customizing Forms and Writing Letters
- How to modify preset invoice forms
- Designing custom invoices
- Printing invoices
- Learning how to prepare collection letters
- Learning how to edit prewritten letters
Class Schedule / Times
| Date |
Location |
Class |
Cost |
| April 27th & 28th | Tyler, Texas |
Quickbooks |
$375 |
| May 18th & 19th | Tyler, Texas |
Quickbooks |
$375 |
| June 15th & 16th | Tyler, Texas |
Quickbooks |
$375 |
About the training classes
Classes times and costs are available on our online catalog. We do offer onsite classes and can come anywhere in the East Texas Area.
Terms and conditions
1. All materials used are approved by Intuit, the makers of QuickBooks.
2. Previous knowledge of QuickBooks is not required. Basic accounting knowledge and terminology is helpful but not required.
3. Classes are not intended as one on one instruction. Q & A will be provided during the 2 day class to address individual questions. Personal instruction is available at the offices of the attendees for an additional fee.
4. We are not responsible for any attendee's ability to learn the material. Thousands of students have taken this format of training with success in learning basics and later mastering QuickBooks with actual use and application of material presented.
5. Payment in full is due upon registration.
6. Cancellation PRIOR to 7 days BEFORE a class warrants a full refund. Cancellation within 7 days of training will be requested to take the class at a later scheduled class. No refunds will be provided after a class has been attended.
7. Class location will be announced within 48 hours of class start time. Students will be notifed via email.