QuicBooks Training

QUICKBOOKS TRAINING — A PROFITABLE EXPERIENCE.

Our QuickBooks training is interactive, educational and experiential. And it’s a great way for individuals and groups to master the concepts of QuickBooks in an engaging and lively manner. You’ll graduate our programs fully confident in your abilities.

An interactive approach: In order to make our training more interesting and informative, there is plenty of give and take as well as hands-on demonstrations to enhance you understanding.

A serious education: Our years of experience in QuickBooks allows us to give you a complete 360 degree education. From basic to more advanced concepts, you’ll gain a deep knowledge of how to work with QuickBooks.

Learn through experience: Unlike a traditional classroom or workshop setting, you don’t just listen and take notes. This is hands on training, where you are fully immersed in the QuickBooks experience.

Available Courses:

Understanding Financial Statements

Learning Objective: Participants learn how to analyze their balance sheet, profit and loss statement and statement of cash flows. A thorough understanding of these concepts will improve your financial position, profitability, and cash flow.

Course Highlights:
• Primary financial objectives
• Analyzing the balance sheet and improving financial position
• Analyzing the profit and Llss statement and improving profitability
• Analyzing the statement of changes in financial position
• Analyzing the statement of cash flows and improving cash flow
• Key ratios, analytical review and benchmarking

Who Should Attend: Owners, office managers, bookkeepers, and accountants
Course Level: Intermediate
Course Prerequisites: Basic understanding of QuickBooks as well as contractor or developer accounting
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

QuickBooks for Everyday Users

Learning Objective: Gain insight on the unique capabilities of QuickBooks Pro, Premier and Contractor Edition. Learn QuickBooks company file set-up and preference settings.

Course Highlights:
• Accounts Receivable — sales receipts, invoicing, receive payments, deposits
• Accounts Payable — enter bills, pay bills, write checks, purchase orders
• Payroll processing — track and pay sales tax
• Inventory processing
• Methods for tracking vital job cost information
• Customer deposits
• Customizing forms and writing QuickBooks letters
• Bookkeeping productivity techniques
• Techniques to get more done in less time!

Who Should Attend: Owners, office managers, bookkeepers, and accountants
Course Level: Intermediate
Course Prerequisites: Basic understanding of QuickBooks and contractor or developer accounting
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

QuickBooks for Beginners

Learning Objective: This course is an introduction to QuickBooks. Its main objective is to introduce you to the basic features of this powerful program. You’ll learn about the information you need to track in a business and how to enter that information and track it. By the time you complete the course, you’ll know what QuickBooks offers and be familiar with its most common tasks.

Course Highlights:
• Getting started
• Using other accounts in QuickBooks
• Setting-up QuickBooks
• Entering sales and invoices
• Working with lists
• Receiving payments and making deposits
• Working with bank accounts
• Entering and paying bills

Who Should Attend:
Owners, office managers, bookkeepers, and accountants
Course Level: Basic
Course Prerequisites: None
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

QuickBooks for Contractors

Learning Objective: QuickBooks for contractors is an intermediate course for individuals who use QuickBooks to account for contractors and developers.This course teaches accounting methods and QuickBooks capabilities unique to these industries.You’ll learn features, processes, and techniques that help you get more done in less time.

Course Highlights:
• Accounting for contractors
• Handling work in progress
• Understanding QuickBooks capabilities
• Entering change orders
• Creating estimates
• Reporting committed costs on job reports
• Job costing
• Handing draws and down payments
• Handling retainage
• Creating custom reports
• Reporting owner/partner time for job costing
• Tracking job phases and open/closed jobs
• Tracking workman’s compensation
• Creating reports for paying bills
• Tracking costs and sales of spec homes

Who Should Attend: Owners, office managers, bookkeepers, and accountants
Course Level: Intermediate
Course Prerequisites: Basic understanding of QuickBooks and contractor accounting
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

QuickBooks for Medical Practices

Learning Objective: After this course you will be able to use financial statements as a practice development tool as well as use QuickBooks reports and analytical tools to review profitability.

Course Highlights:
• Learn how to setup and track budgets
• learn how to use benchmarking techniques to increase profitability

Who Should Attend: Doctors, office managers, bookkeepers, and accountants
Course Level:
Course Prerequisites: None
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

QuickBooks for Legal Practices

Learning objective: QuickBooks for legal practices for Legal Practices is an intermediate course for office managers, bookkeepers and accountants who use QuickBooks to account for legal practices. This course teaches QuickBooks capabilities and accounting methods unique to the legal profession. You’ll learn features, processes, and techniques that help you get more done in less time.

Course Highlights:
• Accounting for legal practices
• Understanding QuickBooks legal practice capabilities
• Setting-up QuickBooks for a legal practice
• Working with Lists
• Working with bank accounts
• Billing
• Receiving payments and making deposits
• Entering and paying bills
• Analyzing financial data
• Payroll and QuickBooks
• Tracking and billing time
• Communicating with QuickBooks and Microsoft® office products
• Handling advanced/recovered costs
• Accounting for Client Trust Funds

Who Should Attend: Attorneys, office managers, bookkeepers and accountants
Course Level: Intermediate
Course Prerequisites: Basic understanding of QuickBooks and contractor or developer accounting
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

QuickBooks for Non Profits

Learning Objective: Fundraising is the lifeline of Non-Profit organizations.This course is intended to help ease the bookkeeping burden so that resources can be used for fundraising.

Course Highlights:
• How to customize and navigate QuickBooks quickly and easily to increase office efficiency
• How to properly set up and track donors and pledges
• How to create and work with budgets
• How to customize and memorize reports so that information is easily accessed
• How to work with QuickBooks and the Microsoft office products to enhance donor communications.

Who Should Attend:Office managers, bookkeepers, and accountants
Course Level: Intermediate
Course Prerequisites: None
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

QuickBooks for Retailers

Learning Objective: QuickBooks for retailers is an intermediate course for individuals who use QuickBooks to account for retail companies and are interested in learning about QuickBooks point of sale software.This course teaches QuickBooks capabilities and accounting methods unique to retailers.You’ll learn features, processes, and techniques that help you get more done in less time.

Course Highlights:
• Accounting for retailers
• Understanding QuickBooks retailer capabilities
• Setting-up QuickBooks for retailers
• Working with lists
• Working with bank accounts
• Entering sales and invoices
• Receiving payments and making deposits
• Entering and paying bills
• Analyzing financial data
• Setting-up inventory
• Tracking and paying sales tax
• Payroll and QuickBooks
• QuickBooks point of sale software
• Integrating QuickBooks point of sale with QuickBooks financial software
• Ringing up sales like an electronic cash register
• Capturing sales, inventory and customer data in one application
• Adjusting inventory amounts when products are sold
• Knowing what inventory is on hand
• Processing credit card transactions
• Generating sales and inventory reports
•Tracking pricing and discounts

Who Should Attend: Retail owners, managers, bookkeepers and accountants
Course Level: Intermediate
Course Prerequisites: None
Advance Preparation: None
Instructional Method: Live discussion leader group instruction
Course Location and Dates: Call
Course Fee: Call
Pre-Registration Fee: Call
Standard Fee: Call

Guarantee: This course comes with our unconditional guarantee to meet your expectations or you receive a full refund. To receive a refund, please request your refund in writing. In order to improve the quality of our courses, please state the reason for your request.

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