- In the QuickBooks Training Course, you will learn all the skills needed to use the software properly to manage transactions and finances for your business. QuickBooks is an accounting software program created by Intuit for small businesses and self-employed professionals. This class will instruct you on how to keep track of your company’s transactions and finances – all from a single, intuitive, and easy-to-use software program.
- Four ways to learn: public class, webinar, self-study, or on-site training.
- Learn from a professional with 30+ years of business experience.
- Public class and webinar limited to four students for maximum learning.
- Certificate issued upon completion.
- Cost: Two Day Class $1399.00. Available Discounts.
- Public Class and Webinar Schedule located in the right column.
QuickBooks Training Course
Learn Online or In-Person
QuickBooks: What Is It?
QuickBooks is a software that has developed a reputation for being the go-to solution for business accounting purposes. It helps keep track of your company’s transactions and finances – all from a single, intuitive, and easy-to-use software program. No longer worry about your finances going mismanaged; freeing you to focus on business development to steer your organization towards greater success.
Many businesses have put their trust in Intuit’s QuickBooks as their core bookkeeping and accounting software. The software enables companies to take control of their accounting procedures and keep track of their expenses, salaries, payroll, taxes, and most importantly, their sales and profitability. QuickBooks has established itself as the one-stop solution for all financial needs including but not limited to:
- Financial management
- Inventory tracking
- Payroll processing
- Sales tracking
- Receivable management
- Payable management
QuickBooks is an internationally recognized accounting software that serves both small and large businesses. Bookkeepers can enter business transactions into the system by filling out traditional invoices, bills, checks, and deposits with just a click. Once entered, the accountant can now manage the business’ daily accounts and transactions and prepare quarterly, semi-annual, and annual financial reports for top management.
Using a computer saves a considerable amount of time for accountants, but not having the right software can backfire and decrease efficiency and effectiveness. QuickBooks ensures you are making the best use of IT to support your business activities, and QuickBooks customers can get services with full technical assistance.
You can use QuickBooks either from a standalone PC or set a dedicated server that can integrate the data into all other PCs on the server. Once you start sharing data on the server, data security becomes a significant issue. Having QuickBooks hosting on a third-party service provider’s server allows users to access the application from their location. It works as a simple desktop app with complete data security.
The software has various versions to include Basic, QuickBooks Pro, Premier (for General Business, Contractor, Manufacturing, and Wholesale, Nonprofit, Professional Services, or Retail), and Enterprise software. The basic version works well for many small businesses, but large multinational corporations preferred the advanced versions.
The advanced desktop versions of QuickBooks support many users at once, provide better insights, have more in-depth and advanced informative dashboards that help in management decision-making. Moreover, these advanced versions provide multiple bookkeeping and business management features, along with better support when it comes to financial management.
The software’s interface grants more control and accessibility to the accountant and can serve as a business management and training platform as it has Enterprise Resource Planning (ERP) abilities and e-commerce dynamics rooted in it. The QuickBooks Pro version, in particular, allows easier designing, generation of forms and has a host of extensive features that are apt and more comfortable to navigate design interface with great support. The professional version makes the whole accounting process simplified. The premier version of QuickBooks comes with advanced features and comprehensive technologies along with industry-specific interfaces.
From industry-specific budgets, tracking, billing, and payroll features – the Premier version is one of a kind. The enterprise version adds a complete, precise inventory management system with advanced reporting and ledger features with full support for more than thirty simultaneous users.
QuickBooks Training Course CPE Credits Disclosure
Recommended CPE credit: 16
Recommended field of study: Accounting
Program level: Intermediate.
Advance preparation: None
Additional disclosure information
QuickBooks Training Course Outline
Module One: Getting Started
Creating Your Company File
Identifying the Components of the QuickBooks Environment
Module Two: Customizing the QuickBooks Environment
Working with Users
Working with the Chart of Accounts
Module Three: Working with Customers and Jobs
Creating Customer List
Invoicing Customers Based on Estimates
Invoicing Customers for Products and Services
Online Pay Feature
Creating Credit Memos
Module Four: Working with Vendors
Working with Vendors
Module Five: Working with Items and Inventory
Working with Items
Creating Purchase Orders
Creating Bills for Items
Paying for Items
Manually Adjusting Items
Module Six: Working with QuickBooks Registers
Working with Registers
Creating Entries and Writing Checks
Downloading Bank Transactions
Transferring Funds between Accounts
Module Seven: Reconciling
Module Eight: Working with Loans
Setting Up Loans in the Chart of Accounts Creating Loan Payments
Module Nine: Working with Credit Cards
Setting Up Credit Card Accounts
Entering Credit Card Transactions Reconciling Credit Cards and Making Payments
Module Ten: Customizing Forms
Module Eleven: Reports
Working with Reports
Module Twelve: Working with Sales Tax
Sales Tax Items
Customers and Sales Tax
Items and Sales Tax Sales
Tax Liability Reports
Paying Sales Tax
Adjusting Sales Tax
Module Thirteen: Payroll
Overview of Using the QuickBooks Payroll Service
Working with Payroll Items Working with Employees
Payroll Tax Liability Reports
Paying Payroll Taxes
Module Fourteen: Working with Time
Time/Enter Single Activity
Working with Timesheets
Module Fifteen: Budgets
Creating a Budget
Module Sixteen: Lead Center
Working with Leads
Module Seventeen: Mail Merges with Microsoft Word
Using the Letters Feature
Customizing QuickBooks Letters
Module Eighteen: Other QuickBooks Features
Searching in QuickBooks
Creating a To-Do List
Using the QuickBooks Calendar
Using the Document Center
Creating Journal Entries
Customizing the Icon Bar
Adding Time/Cost to Invoices
Backing up Company Files
What QuickBooks Training Course Students Are Saying...
Instructor was very helpful!
C. H. Franklin, OH
Instructor has plenty of business knowledge.
I would recommend this class.
QuickBooks Training Course Public Class and Webinar Schedule
Monday and Tuesday, February 8 – 9, 2021
Monday and Tuesday, March 15 – 16, 2021
Monday and Tuesday, April 12 – 13, 2021
Monday and Tuesday, May 10 – 11, 2021
Monday and Tuesday, June 14 – 15, 2021
Scheduled dates don’t work for you? Schedule your own start date (subject to availability). Contact customer service to check date availability at email@example.com.
Return to the previous section and click on the Register for This Class link.
Registering by Purchase Order
If you need to register using a purchase order, email a copy to firstname.lastname@example.org (be sure to list class name, class date, student name, student address, student phone number, and student email address).
To Register by Phone
To pay by credit or debit card using customer service 24/7, call 888-632-2093.
Each Student Receives:
- A student manual or textbook for use during and after the class.
- Instruction from an experienced business professional (minimum of 30 years) with at least five years in a corporate senior management position (CEO, President, COO, Vice President, CFO).
- Real life exercises to support training materials.
- Individual attention (classes are limited to four students).
- Personalized Certificate of Completion.
Overwhelmed and don’t know where to start?
If you are experiencing problems with any of the following, we can help:
- unprecedented growth
- supply chain issues
- cash management issues
- introduction of new technologies
- development of a company mission statement or S&OP
- poor customer service
- poor internal training development
- declining or stagnant sales
- high employee turnover
- no accountability for managers
Our account managers can work with you to improve the performance of your workforce in two ways:
- Our account managers can help you put together a comprehensive employee training program proven to be one of the best returns on investment there is.
- A business consultant to provide expert advice in a particular area such as management and leadership, accountancy, human resources, customer service, finance, or supply chain management.