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QuickBooks Fundamentals

Learn the basics in a fun, fast-paced seminar.  We'll cover basic bookkeeping theory, how to navigate around in QuickBooks, chart of accounts and list items. 

Topics include -

  • Introducing QuickBooks
  • Managing Revenues
  • Managing Expenses
  • Bank Reconciliation
  • Reports & Graphs
  • Company File Setup and Maintenance
  • Customizing QuickBooks

This is a very basic class for new users and those who are thinking of switching to QuickBooks.

 

Intermediate QuickBooks

 

This is a new seminar for me, and I love it!  This is a very comprehensive seminar that replaces the payroll seminar, and the construction and job costing seminar, and much more.

We will cover -

  • Budgeting, Forecasting & Business Planning
  • Inventory
  • Estimates and Sales Orders
  • Pass-Throughs
  • Payroll
  • Time Tracking
  • Sales Tax
  • Adjustments and Year-End Procedure

This is a class for more experienced QuickBooks users.

 

Both of these seminar include in the price a fabulous workbook, with over 300 pages of the best QuickBooks instruction available.

 

Not looking for a seminar?

 

2 Hour Training - Just $95

If you have questions about QuickBooks, or want to explore QuickBooks features that you are not currently using, give us a call to setup a 2-hour training for 1-3 people. 

QuickBooks Bootcamp - $195

Basic training for new QuickBooks users.  Everything you need to know to get you started, taught in your office using your data. 1-3 people.

  • Introduction to QuickBooks
  • QuickBooks User Interface
  • Chart of Accounts
  • Managing Lists
  • Managing Revenue
  • Tracking and Managing Expenditures
  • Bank (and credit card) reconciliation
  • Customizing QuickBooks

Exteme Bootcamp - $345

What I've found from my clients is that they benefit from a follow-up appointment.  After I've take you through basic training and you have had time to input your transactions, I return to -

  • Walk you through bank and credit card reconciliations
  • Check your chart of accounts and item list
  • Answer all your questions
  • Show you how to create custom reports and memorize them for future use
  • Use the sales tax reports to fill out the sales tax returns
  • Customize your invoices and statements

 

 

 
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