Hands on Workshop

 

 

Hands-on QuickBooks Training- Saturdays

Bring your own laptop with QuickBooks installed If you do not have one, let us know 5 days before the class.We will provide one for you and you may have to share with another student

Register for Both Beg-Interm & Advance and save

Both: $575.00        

9am-5pm Beginner & Intermediate $297.00   Click here to Register

 

Introducing QuickBooks      

  Getting around in QuickBooks

· All the accounting you need to know

· Exiting QuickBooks

· 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 list

· 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

 

9am-5pm Advance Class - $297.00

 

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

· 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

Creating jobs and estimates

· Estimating and progress invoicing

· Writing an estimate

· Creating multiple estimates

· Creating an invoice from an estimate

· Displaying reports for estimates

· Updating job status

· 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

 

Certificate of CompletionAll Attendees of our classes will receive a Certificate of Completion for the classes attended.Disclaimer:  This certificate is not for CPE credits.