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Schedule

DAY 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
  • Understand where to utlilize other accounts
  • 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
8:30am - 4:30pm

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, and 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: Credit Cards, Online Banking and Tracking/Paying Sales Taxes

  • Learning how to track credit cards transactions for expenditures
  • How to reconcile a credit card account in QuickBooks
  • Review Online Banking features and where to apply
  • 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​
  • Designing custom invoices
  • Learning how to prepare collection letters
  • Learning how to edit prewritten letters

Lesson 15: Customizing Forms and Writing Letters

6 Reasons to attend the QuickBooks class!

1. Learn to Use QuickBooks with Confidence!

You get confidence. Our customers come to our QuickBooks classes for many reasons. But they all want the same result...CONFIDENCE. They want confidence their numbers are right, they're doing a good job, and they're productive and efficient. And they want to feel confident in the decisions they make. The Mastering QuickBooks class is simply the best way to gain the confidence you need...and deserve.

2. We Make Learning Quick & Easy

You get power. We know that time is money, which is why our Mastering QuickBooks training is designed to get you "up and running" on QuickBooks the quick and easy way. How do we do it? By using proven training techniques that have taken years to master so that you can take advantage of the power and flexibility of QuickBooks.

3. We've Taught Users (just like you)

You get results.  We're also proud of the fact that our student approval rating for our QuickBooks courses is higher than 99%. But, that's no surprise when you consider our QuickBooks training instructors have consulted businesses just like yours and we have a passion for teaching QuickBooks.

4. We Offer a No-Risk Guarantee

You get quality. We're so sure you'll Master QuickBooks with our QuickBooks classes, QuickBooks courses, and QuickBooks seminars...we guarantee it. If, after attending the first half of the first day of any of our QuickBooks classes, you are dissatisfied for any reason, return your materials to the instructor and you'll receive a full refund.

5. We Offer the Best Training at the Best Price!

6. Leave with answers. Learning QuickBooks is challenging and questions come up. Most times, the training class will answer your questions. If not, no problem! Our instructors will stay until all of your questions are answered.


You get it all. QuickBooks training is all we do!  You get a true QuickBooks training expert to teach you...at a fraction of the cost for a consultant or CPA.