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QuickBooks Training

QuickBooks Essentials:

This four hour class covers the basic functions and features using QuickBooks from set up through reporting.  The class is held the third Thursday of every month from Jan-Oct.  Registration begins at 8:30 A.M. and class time is from 9 A.M. to 1 P.M.  The class time, student manual, a free half-hour consultation to be scheduled at your convenience, and a light lunch are all included in the fee.

The best news is Kathy will call you in advance to identify your current skill level and learning objectives to ensure your training needs are met.  Some basic accounting and cash flow concepts are also included in the class content.

Call today to reserve your seat.  Class size is limited!

QuickBooks Certified User Program:

Bookkeeping requires more than an understanding of GAAP principles.  Knowledge of computing software is a must for anyone entering or working in the industry.  We offer an intensive 12 hour course that covers everything needed to become an Intuit Certified QuickBooks User.  Certification is achieved by completing a 50 minute multiple choice exam, proctored and taken at our office.  The course includes two practice exams that can be used to identify problems areas that may require further study, in order to pass the certification exam.  This course utilizes QuickBooks Pro software.  Since classroom instruction is fast-paced and covers a lot of material, this course requires that the student is willing to study the material and complete practice problems on their own time.  Classes are scheduled for a minimum of five students, so class times and dates vary.  The cost for this course includes all materials, excluding a laptop computer. Learning objectives include the following:

  •        QuickBooks Setup
  •        QuickBooks Utilities and General Product Knowledge
  •        List Management
  •        ItemsCERT Intuit QBCU logo
  •        Sales
  •        Purchases
  •        Payroll
  •        Reports
  •        Basic Accounting
  •        Customization/Saving Time and Shortcuts

See our QB Certified User Brochure and the Course Overview for more information

Cost:  $499 per person

Email us for further details on class dates and times.

Stop Making Mistakes in QuickBooks:  The Top Ten Mistakes to Avoid

broom and dustpanLearn from real life case studies:

Were you surprised that your tax return didn’t match your QuickBooks?

Are you certain your QuickBooks is set up correctly?

Are you frustrated with QuickBooks?

Can your QuickBooks pass an IRS audit?

Are your QuickBooks mistakes costing you time and money?

Come join us for a two hour presentation that will walk you through common mistakes and remedies to make your QuickBooks processing more accurate and audit proof.  How can you assess your financial performance or estimate your current tax situation, if you are not confident in your QuickBooks information?   Let us show you how to verify that you are set up correctly and handling transactions appropriately, and walk away feeling more confident using QuickBooks.

Cost :  $45 per person

Email us for further details on class dates and times.

QuickBooks Year End Training Seminar:

This course is geared toward year-end tasks and is held in early January.  The topics covered include:

  • Prior Year Adjustments
  • Account Reconciliation
  • Clean Up of Outstanding Transactionsalmost there
  • Financial Statement Review
  • 1099 Tracking
  • Payroll Tasks
  • Closing Adjusting Entries
  • Final Reports
  • Backing Up Your File
  • Setting a Closing Date
  • Condensing and Cleaning up Company File

Cost:  $49 per person

Email us for further details on class dates and times.

One on one training is also available at our offices or on-site to address specific training needs.

QuickBooks Services Overview

QuickBooks Discounts

QuickBooks Tips

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