QuickBooks Training | Chicago & LA
Fast Facts
Duration
2 days
2 days
Class Size
Max 8 students
Max 8 students
Times
9.00am to 4.30pm
9.00am to 4.30pm
Computer
One per student
One per student
Training Manual
Included
Included
Price
595.00
595.00
QuickBooks Fundamentals
About the Course
This QuickBooks training class will teach new users to master QuickBooks Accounting software. A hands-on approach is taken and the exercises are designed to impart relevant skills and knowledge by having participants work through real-life examples and scenarios. View past student's video testimonials.
Target Audience
This course is designed for participants with little or no knowledge of the QuickBooks. A basic understanding of computers and Windows would be beneficial.
Learning Objectives
Upon successful completion of this QuickBooks training course students will be able to:
- To Setup a New Company in QuickBooks.
- Work with QuickBook Lists.
- Work with Bank Accounts in QuickBooks.
- Perform a Bank Reconciliation.
- Record Sales and Manage Debtors.
- Enter Expenses and Pay Bills.
- Run Financial Reports.
- Handle Inventory in QuickBooks.
- Track and Pay Sales Tax.
- Payroll in QuickBooks.
Upcoming Classes
Chicago |
Sep, 2010 | Oct, 2010 | Nov, 2010 | Dec, 2010 |
Los Angeles |
Sep, 2010 | Oct, 2010 | Nov, 2010 | Dec, 2010 |
* Class almost full ! Class guaranteed to run † Class is full
Course Outline
Introduction
- Course objectives
- QuickStart Tips
- Getting around in QuickBooks
- All the accounting you need to know
- Moving between company files
Setting up QuickBooks
- Creating a QuickBooks company
- Entering company info
- Customizing QuickBooks for your business
- Setting up your business accounting
- Completing company file setup
- Getting help while using QuickBooks
Working with lists
- Using QuickBooks lists
- Editing the chart of accounts
- Working with the Customers & Jobs
- Working with the Employee Center
- Working with the Vendor Center
- Adding custom fields
- Managing lists
Working with bank accounts
- Writing a QuickBooks check
- Using bank account registers
- Entering a handwritten check
- Transferring money between accounts
- Reconciling checking accounts
Using other accounts in QuickBooks
- Other account types in QuickBooks
- Tracking credit card transactions
- Working with asset accounts
- Working with liability accounts
- Understanding equity accounts
Entering sales information
- Using sales forms in QuickBooks
- Filling in a sales form
- Memorizing a sale
- Entering a new service item
- Using multiple price levels
- Reminding customers of overdue payments
- Processing sales orders
- Tracking backorders
Receiving payments and making deposits
- Recording customer payments
- Making deposits
Entering and paying bills
- Handling bills in QuickBooks
- Using QuickBooks for accounts payable
- Entering and Paying bills
Analyzing financial data
- Reports and graphs help you understand your business
- Creating QuickReports
- Creating and customizing preset reports
- Saving report settings
- Printing reports
- Exporting reports to Microsoft Excel
- Creating QuickInsight graphs
Setting up inventory
- Turning on the inventory feature
- Entering products into inventory
- Ordering products
- Receiving inventory
- Entering a bill for inventory
- Manually adjusting inventory
- Tracking finished goods
Tracking and paying sales tax
- Overview of sales tax in QuickBooks
- Setting up your tax rates and agencies
- Applying tax to each sale
- Determining what you owe
- Paying your tax agencies
Doing payroll with QuickBooks
- Overview of payroll tracking
- Setting up for payroll
- Setting up employee payroll information
- Writing a paycheck
- Tracking your tax liabilities
- Paying payroll taxes
Estimating and progress invoicing
- Creating jobs and estimates
- Writing an estimate
- Creating multiple estimates
- Creating an invoice from an estimate
- Displaying reports for estimates
- Updating job status
Tracking time
- Tracking time and mileage
- Invoicing a customer for time and mileage
- Displaying project reports for time tracking
- Paying nonemployees for time worked
Customizing forms and writing QuickBooks Letters
- About QuickBooks forms
- Customizing invoices
- Designing custom layouts for forms
- Using QuickBooks Letters
Meet the Instructors
Sandy
Honest, direct, detail-oriented and compassionate, Sandy has more than 15 years of software training experience to help everyday users expand their computer knowledge. She has provided training to companies such as Bear Stearns Securities Corp. and the Chicago Board Options exchange.
She has an Associates in Applied Science, Management and an Associates in Arts, General Education from College of DuPage. Sandy currently runs her own consulting company specializing to helping clients manage their accounting using Quicken and Quickbooks.
"Sandy is a great instructor with a surprising breadth of knowledge...from each of our specialties. Made her real world examples more impactful. The sample inputs at the end of the class also solidified the previous days learnings."
William Davis - Imperium
"I enjoyed the course. Sandy was very professional and easy to open up to for class discussion. She follows up on questions regarding your specific areas. The learning guide is a great reference tool and better than QuickBooks for Dummies. I'd recommend this course to anyone wanting to learn more about QuickBooks."
Lisa Wennerstrum - Matlock Capital
"I had no bookkeeping or QuickBooks experience when I enrolled, Sandy was very knowledgeable about the program and very willing to answer our questions and review areas that took some of us longer to comprehend."
Suzanne Verret - Built Form Architecture
... view bioSandy
QuickBooks Training Testimonial
"I usually do not give a perfect score however in this case the course, Teacher (Sher), and Staff was so wonderful. I must give what scores are deserved. I have never had training this wonderful before. I strongly recommend this facility to others."
Dawnita Dame - Castle Family Health Centers
QuickBooks Training Testimonial
"I had no bookkeeping or QuickBooks experience when I enrolled, Sandy was very knowledgeable about the program and very willing to answer our questions and review areas that took some of us longer to comprehend."
Suzanne Verret - Built Form Architecture
QuickBooks Training Testimonial
"I enjoyed the course. Sandy was very professional and easy to open up to for class discussion. She follows up on questions regarding your specific areas. The learning guide is a great reference tool and better than QuickBooks for Dummies. I'd recommend this course to anyone wanting to learn more about QuickBooks."
Lisa Wennerstrum - Matlock Capital
QuickBooks Training Testimonial
"Sandy is a great instructor with a surprising breadth of knowledge...from each of our specialties. Made her real world examples more impactful. The sample inputs at the end of the class also solidified the previous days learnings."
William Davis - Imperium
