QuickBooks Class Format

Class is two half days 1:00 – 5:00 pm.

The Class is a hands-on Computer Class. We furnish a laptop for each participant and a QuickBooks exercise file. You will learn by actually using the program. Each student will receive a power point disc with 15 chapters of additional self study detail.

The Class is designed for all levels of users but assumes that the student has some familiarity with computers and QuickBooks. Class content maybe altered to meet the specific needs of class participants.

Classes will be limited in size. Pre-registration is required. Registration closes two weeks before each class.

Customized classes available for Your Company’s specific needs.

Class Learning Objectives

• Create a new QuickBooks Company.
• Modify the preset chart of accounts to suit your needs.
• Add information to company lists, or edit information in company lists.
• Open and use registers for any QuickBooks balance sheet account.
• Reconcile a QuickBooks checking account.
• Track credit card transactions.
• Invoice customers.
• Create sales orders.
• Generate customer statements.
• Receive payments from customers and make bank deposits.
• Write QuickBooks checks and assign amounts to specific expense accounts.
• Work with asset and liability accounts in QuickBooks.
• Enter bills into QuickBooks accounts payable.
• Pay bills.
• Create and customize QuickBooks reports and graphs.
• Save reports and forms a Portable Document Format (PDF) files.
• Export QuickBooks reports to Microsoft Excel.
• Set up inventory and build finished goods.
• Convert units of measure.
• Track and pay sales tax.
• Understand QuickBooks payroll features.
• Create estimates and do progress invoicing.
• Track time and mileage.
• Pay nonemployees for time worked.
• Customize QuickBooks sales forms.
• Write letters in Microsoft Word using QuickBooks data.
• Learn the Top Ten QuickBooks Tips, Tricks and Techniques.
• Learn how to use QuickBooks to manage your business to maximize profits.

QuickBooks Registration Form