Class Curriculum

3-Day Quickbooks Certificate Program
Price: $449
Includes: Day 1, 2 & 3 plus Certificate of Completion 

QuickBooks Essentials: Day 1 "Basic Functions" Class Curriculum
Price: $249
Duration: 6-hours / CPE Eligible

1 - Introduction to QuickBooks
Learning how QuickBooks works and how to get around
Learning common business terms used by QuickBooks
Accounting 101

2 - Setting up QuickBooks
Creating a new company file with QuickBooks
Customizing QuickBooks with the EasyStep interview

3 - Lists (Chart of Accounts, Customer Center, Vendor Center)
Working with the chart of accounts
Adding customer information in QuickBooks
Adding vendor information in QuickBooks
Learning about custom fields for customer, vendors, and items

4 - Entering Sales & Purchase Information
Learning about the different types of sales forms in QuickBooks
Learning about purchase orders and printing forms to PDF
Learning how to create invoices in QuickBooks
Learn the purpose of and use of the item list
How to add new items to the item list

5 - Receiving and Making Deposits
Learning how to record customer payments
How to record deposits in QuickBooks

6 - Entering and Paying Bills
Learning how to enter a bill and paying in QuickBooks
Entering Expenses as Bills vs. Write checks
Paying directly with "Write Checks" feature in QuickBooks

7 - Working with Bank Accounts & Basic Reconciliation
Learning how to work with bank account registers
Learning about entering transactions directly into registers
Learning how to reconcile bank accounts in QuickBooks

8- Basic Reports & Financial Statements
Profit & Loss
Balance Sheet
A/R Reports
Other Basic Reports

QuickBooks Essentials: Day 2 "Intermediate Functions" Class Curriculum
Price: $249
Duration: 6-hours / CPE Eligible

1 - Analyzing Financial Data
Discussion of the tools for analyzing data in QuickBooks
How to create a Quick Report
How to add columns and reposition columns on a report
Learn about the different preset reports in QuickBooks
Practice creating reports and viewing them on screen
How to save reports to PDF and Export to excel

2 - Other Accounts in QuickBooks & Advanced Reconciliation
Learning how to track credit cards transactions
How to reconcile a credit card account in QuickBooks
Discussion of the other types of asset, liability, and equity accounts in QuickBooks
Working with Multiple bank accounts and transferring funds between them.
Working with undeposited funds account

3 - Advanced Transactions
Learning how to handle customer discounts, partial payments and overpayments
Learn how to enter a discount for a bill from a vendor
Partial Bill Payments & Writing off Customer Balances
Online Transaction Downloads (Where to go for Set it up only, we cannot download in the class)

4 - Estimating and Progress Invoicing
Review how to create job estimates
How to create invoices from estimates
How to make estimate inactive

5 - Tracking Time & Billable Expenses
Learning how to track time spent on a customer/job (Single Activity Entry,  Timesheet entry is covered on Payroll Class)
Learning how to invoice a customer for time worked and billable expenses on a customer/job
How to create report for time tracking and learning about other project report

6 - Customizing Forms
How to modify preset invoice forms
Designing custom invoices (Brief Introduction and adding a logo)

7 - Basic Inventory Review
Gaining an overview of what inventory will and won't do in QuickBooks
Practice filing out purchase orders for inventory items
Tracking the receipt of inventory items in QuickBooks

Quickbooks Advanced: "Working with Accounting Functions" Class Curriculum
Price: $249
Duration: 7-hours / CPE Eligible
Description: This is a 1-day course taught by Advanced ProAdvisors to help CPA's, Experienced Bookkeepers and Power Users of Quickbooks achieve their reporting and accounting goals.

1 - Building Custom Reports (Working with Filters and Columns) 
2 - Issues with Bank and Credit Card Reconciliations
3 - Issues with application of payments (accounts recievable)
4-  Issues with application of payments (accounts payable)
5 - Using Accountant Edition Features (Client Data Review)
6 - Troubleshooting Inventory Issues with Quick Reports
4 - Creating Custom Fields for POs, Estimates, Sales Orders and Invoices
5- Introduction to Intuit Statement Writer
6 - Working with Excel importing and Exporting features
7 - Working with Begining Balances
8 - Introduction to Balance Sheet by Class
9 - Setting up the right set of End-Year reports for accurate Tax preparation
10 - Undestanding Backup, Data Rebuild, Data Cleanup, Portable File, Accountant's Copy, Convertion to Mac, and Convertion to/from Online
11 - What's New in Version 2012?
12 - When is Quickbooks Enterprise the right version?