QuickBooks Training Course

Get a solid foundation for using QuickBooks taught by your own instructor. Learn everything covered in our full two-day seminar, at your own pace, at your own place!  This comprehensive training is for you! Watch the full seminar or just those individual topics you need. Includes 2 downloadable PDF manuals that include interactive hands-on practice exercises.

 

Mastering QuickBooks 2009 Level 1

Includes: More than 10 hours of training and the same two classroom manuals our seminar students receive. Earn 15 hours of CPE credit.

·         Introduction to QuickBooks

·         Creating a new company file

·         Customize your Home page

·         Working with lists (adding, deleting, merging, sorting, printing, etc.)

·         Work with your chart of accounts (adding accounts/subaccounts, and account numbers)

·         Prepare and interpret important financial statements

·         Setting up what you sell and buy (items)

·         Tracking customers and sales (customers, invoicing, sales receipts, retail sales, credit memos, and statements)

·         Tracking vendors and expenses (vendors, bills, checks, and credit memos)

·         Reconciling your bank account, and what to do if they don't

·         Job costing

·         Purchasing and managing inventory

·         Tracking sales taxes

·         Voiding checks vs deleting checks

·         Tips and tricks for saving time

·         Security and multi-user, and restricting user access

·         Setting up and using payroll

·         Understand Online Banking

·         Paying payroll liabilities and taxes

·         Time tracking for employees and subcontractors

·         Reporting: create, modify, and memorize reports, and using Microsoft Excel for added reporting power

·         Using credit cards for purchases

·         Create form letters using Microsoft Word

·         Petty cash

·         Closing the books

·         Backing up and restoring data files, and using portable company files

·         Customizing QuickBooks

·         Handling tricky situations like NSF checks, and automatic bank transactions

·         Record and track customer downpayments/deposits

·         Finding and saving time

·         Keyboard shortcuts

Includes 22 Interactive Hands-on Practice Exercises

Mastering QuickBooks 2009 Level 2

This training begins where Level 1 ends. Master more difficult QuickBooks transactions and build on your solid foundation with this training. Level 2 includes more than 11 hours of training and an easy to use reference manual. Earn 13 hours of CPE credit

Advanced Sales

• Customer under- and over-payments, statement charges, classifying transactions, and multiple A/R accounts
• Customer deposits, billing for expenses, estimates, writing off bad debts, complex sales tax situations, and clearing accounts
• Sales orders/backorders, transferring customer credits, price levels, and retail sales

Advanced Purchases

• Vendor deposits, pre-paid expenses, and purchasing and selling fixed assets
• Entering beginning balances, tracking loans, owner and employee purchases, and many more!
• Lines of credit, 1099's, and vendor refunds

Handling More Complex Situations

• Choosing items vs. expenses
• Inventory limitations, group items vs. assemblies, units of measure
• Use multiple currencies
• Fixing errors in all areas of QuickBooks... there are so many we can't list them all!

Advanced Reports

• Importing and exporting reports
• Use special fields to improve reporting
• Troubleshooting filters, memorizing reports, and report groups
• Powerful techniques for modifying reports in Excel
• Generating custom summary and transaction reports
• Graphing QuickBooks data in Excel
• Using classes to expand your reporting capabilities
• Budgets and forecasts, cash flow projection tool
• Combining financial statements using QB Enterprise Solutions

Unlocking the Power of QuickBooks

• Clean up company data
• Remote access
• Importing and exporting lists and form templates
• What you REALLY need to know to become an advanced user!
• Little known power features in all areas of QuickBooks
• Tricks to make QuickBooks run faster and more efficiently

Advanced Payroll Techniques

• Correcting the setup of payroll items
• Using payroll effectively for job costing
• Voiding/Reprinting paychecks
• Adjusting W-2s
• Employee loans
• Workers compensation
• Net to Gross paycheck calculations

Secrets Your Accountant Should Know

• Common client mistakes and their fixes
• Closing the books
• Getting information to and from your accountant
• Finding changes made to closed periods
• Understanding and using retained earnings
• Discovering quirks of QuickBooks journal entries
• Using reversing journal entries
• Understanding year-end procedures
• Using the Audit Trail and other reports to find errors
• Voiding checks from prior periods

Includes 13 Interactive Hands-on Practice Exercises

FAQs

Which version of the software do you teach?

We teach the most current version of QuickBooks, currently version 2009. If you do not have the latest version, do not worry. The older versions work in the same basic fashion…so the techniques you learn will not be wasted. You may call our office to see if an older version of this product is still available at 1-800-564-2688.

Do you teach QuickBooks Pro or QuickBooks Premier?

We use QuickBooks Premier in the training. This is basically the same software as QuickBooks Pro with a few extra features. The instructor points out the differences.

What's covered in the training?

Our training shows you how to master QuickBooks and make it really work for your company. It's designed for all users from the novice to the experienced. Our training covers all the material of our full two-day seminar! Click the Topics Covered tab for more information.

Are the products QAS certified?

No. However, they are approved by NASBA for CPE credits. Check with your state board to see if they require QAS certification for credit (most don't). Currently, Florida, Minnesota, Oregon, South Carolina, and Tennessee require QAS certification to award credit.

Instructor

David J. O'Brien, CPA

David is founder and President of Real World Training. He is an award-winning speaker and has written more than 10 books on how to best use QuickBooks. He has been teaching QuickBooks since 1994 and has taught over 25,000 students! David continues to be an active member of our instructor team and is featured in several of our learning products. David lives in Dallas, Texas. 

QuickBooks is a registered trademark of Intuit Inc.