Custom QuickBooks Training Course

"Create your own QuickBooks Training Course"

Fill out the following form for our instructors to tailor you or your company your very own QUICKBOOKS TRAINING COURSE. Once submitted, we will contact you immediately via phone to confirm a training date, location, and other details. We look forward to working with you and thank you for your interest in our Custom QuickBooks Training Courses.

Check the Lessons and Sections you would like our
Instructors to focus on:

Lesson 1: Getting Started
All Sections
Getting Around in QB
Learn QB Terminologies
Exit QB
Lesson 2: Setting Up QuickBooks
All Sections
Define QB Start Date & Companies
Create QB Company & Set Interview Preferences
 Record Open Check Balances
 Use QB Help
Lesson 3: Working with Lists
All Sections
Edit Chart of Accounts
 Add New Customers & Vendors
 Add Custom Fields
 Manage Lists
Lesson 4: Working with Bank Accounts
All Sections
Work with Bank Account Registers
 Open a Register & understand its Features
 Make Register Entries
Reconcile Bank Accounts
Lesson 5: Using Other Accounts in QuickBooks
All Sections
Learn Other QB Account Types
 Track Credit Card Transactions & Reconcile a Credit Card Account
 Make Credit Card Payments
 Track Asset/Liability Accounts
 Learn about QB Equity Accounts
Lesson 6: Entering Sales and Invoices
All Sections
Learn about different Sales Forms Formats
 Create an Invoice
 Add New Items & Price Levels
Lesson 7: Receiving Payments and Making Deposits
All Sections
 Record Customer Payments
Make Customer Discounts, Partial Payments, Overpayments, Down Payments, and Enter Cash Back
Lesson 8: Entering and Paying Bills
All Sections
Enter, Pay, and Discount Bills
Lesson 9: Analyzing Financial Data
All Sections
Create a QuickReport
Learn about Preset Reports
 Learn how to process a Report in Batches
 Create a Graph
Lesson 10: Setting up Inventory
All Sections
Make a Purchase Order
 Track Inventory Receipts & Adjust Inventory
Manually
 Enter Stock Loss/Increase
Lesson 11: Tracking and Paying Sales Tax
All Sections
Set up and Apply Sales Tax to a Sale
 Determine Business' Sales Tax Liability
Lesson 12: Doing Payroll with QuickBooks
All Sections
Learn Payroll Setup
 Set up Employee Payroll Information
 Write & Print Payroll Checks
Lesson 13: Estimating and Progress Invoicing
All Sections
Create Job Estimates
 Create an Invoice for an Estimate
 Display Project Reports for Estimates
 Update a Job's Status
 Make an Estimate Inactive
Lesson 14: Tracking Times
All Sections
Track Time Worked
 Invoice Time Worked
 Create Project Reports
 Set Up Items Used to Track Work (by owners or partners)
 Pay Nonemployees for Time Worked
Lesson 15: Customizing Forms and Writing QuickBooks Letters
All Sections
Modify a Preset Invoice Form
Modify a Purchase Order Template
 See how to print Invoices
 Prepare a Collection Letter for Overdue Customers
 Edit a Prewritten Letter

Contact Information:
Name:

Company:

Phone Number: (i.e. 13016620732)

E-mail:

FREDERICK MARYLAND USA
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