Quickbooks Setup Training

Course Summary:

Do you need help setting up your QuickBooks software? Do you need to learn how to customize QuickBooks for your business needs? We teach you how to manage your QuickBooks software so you can drive your own business financial information as a part of your daily activities.

Course Details:

Do you need help setting up your QuickBooks software? Do you need to learn how to customize QuickBooks for your business needs?

We teach you how to manage your QuickBooks software so you can drive your own business financial information as a part of your daily activities. Each class is small with one student per computer and instructor lead. Our QuickBooks Training Classes are designed so you learn the most for your valuable time and money spent to attend our classes.

Benefits:

• Taught by an experienced certified Quickbooks trainer
• Maximum of 4 students per class
• 1 person per PC
• All classes are CPE accredited
• Students will receive a certificate of completion

Agenda:

I. QUICKBOOKS NEW COMPANY SETUP (Express Start)

• How to navigate QuickBooks
• Protect your data Backup &Restore
• QuickBooks help features
• Preferences

II. QUICKBOOKS GENERAL LEDGER

• Accounting Preferences
• New Chart of Accounts
• Sub account of
• Chart of Account Class
• Modifying / Delete / Inactivate Accounts
• Edit Chart of Account Id's
• General Ledger Beginning Balances

III. QUICKBOOKS ACCOUNTS PAYABLE

• Vendor Preferences
• New Vendor Records
• Address Info / Add'l Info / Acct Prefill
• Modify / Delete / Inactivate Vendors
• Edit Vendor Account Id's
• Vendor Beginning Balances

IV. QUICKBOOKS ACCOUNTS RECEIVABLE

• Customer Preferences
• Statement &Invoice Preferences
• Sales Tax &Sales Rep Setup
• New Customer Records
• New Customer Contacts
• Add'l Info / Add'l Info / Pmt Info / Job Info
• Edit / Delete / Inactivate Customers
• Customer Beginning Balances
• Changing Customer Account ID's

V. QUICKBOOKS INVENTORY ITEMS

• Inventory Preferences
• Review of Inventory Accounting COGS
• New Inventory Items
• Edit / Delete / Inactivate Items
• Changing Inventory Item Id's
• General / Custom / History Tabs
• Inventory Beginning Balances

VI. QUICKBOOKS STANDARD LISTS

VII. QUICKBOOKS STARTUP RECONCILATION

VIII. QUESTIONS AND ANSWERS

Cancellation Policy:

Course cancellations must be received 5 days prior to course date to be eligible for refund and are subject to $50 administrative fee. Courses may be rescheduled at no charge.

Don't Consider Yourself a Beginner?

You may be interested in our Quickbooks Intermediate Training Class or Quickbooks Advanced Training Class. The 3 courses are held over a 3-day period to make it easy to attend all three, if you like.

Continuing Education Credits:

Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.