Mastering QuickBooks for Accountants L1

Mastering QuickBooks for Accountants L1

$ 449.99

Learn the basics of QuickBooks from your client’s perspective (so you can answer their questions). You should also know these basics before taking the ProAdvisor training and certification. Learn special tools that help you support QuickBooks clients.

  • Comprehensive training.
  • Includes 2 learning manuals.
  • Eligible for Certification!

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$449.99

Details

Learn how clients SHOULD use QuickBooks

Understand the basics from your client’s perspective (so you can answer their questions). Learn special tools that help you support QuickBooks clients.

Access the QuickBooks knowledge you need when you need it

You can watch the instructor step by step, pause the training, and practice what you learn. Watch 5 hours or just the 5 minutes you need to answer a question.

Eligible for Certification!

Product Level Level 1
Filter Categories accountant
 

Day 1

  1. Getting Started
    • Setting up your clients' data files
    • Moving around QuickBooks...EFFICIENTLY
  2. Everyday Client Transactions
    • Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
    • Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
    • Inventory: purchase orders, receive items, adjust inventory
    • Sales Taxes: set up, adjust, pay, and report sales taxes
    • Banking: bank reconciliation and locate discrepancies, online banking
  3. Special Transactions
    • Give and receive refunds
    • Void vs. delete a check
    • Apply credit memos
  4. Tips & Tricks
    • Special "Window" tricks
    • Clean up lists (delete, hide and merge)
    • Sorting and customizing lists
    • "Collapsing" financial statements
    • Preparing P&L by month, or as a percent of income
  5. Financial Statements
    • Really understanding the QuickBooks financial statements
    • Setting up the chart of accounts
    • Changing/fixing the chart of accounts
    • Applying Cash vs. Accrual accounting in QuickBooks
    • Using general journal entries
    • Entering reversing journal entries
    • Creating and using subaccounts
    • Using the Company Snapshot feature
  6. Special Features for Accountants & Bookkeepers
    • Supporting and understanding the different versions of QuickBooks
    • Introduction to the Accountants version of QuickBooks
    • Using the toggle feature to simulate your clients' QuickBooks
    • QuickBooks journal entries: understand the unique quirks
    • Modifying your clients' chart of accounts
    • Creating customized financial statements using the Intuit Statement Writer
    • Combining your client's financial statements
    • Using the working trial balance feature

Day 2

  1. Payroll
    • Setting up your clients' payroll
    • Entering year-to-date payroll information
    • Setting up employees
    • Creating payroll items
    • Tracking and invoicing time
    • Processing paychecks
    • Modifying paychecks
    • Making tax deposits
    • Preparing tax forms
    • Summarizing payroll data in Excel
  2. Work with Reports
    • Add, delete, resize, and reorder columns
    • Filter and format reports
    • Save reports and create memorized report groups
  3. Advanced Features
    • Using petty cash
    • Setting up your clients' multi-user QuickBooks
    • Password protecting QuickBooks
    • Updating your clients QuickBooks
    • Working with Microsoft Word and Microsoft Excel
    • Closing the clients' books
    • Finding transactions FAST and other time saving features
    • Working with the accountant's review
    • Protecting your clients' QuickBooks data
  4. Tips & Tricks
    • Keyboard shortcuts
    • Add custom fields
    • Tailor company preferences
    • Create custom invoices and other forms
    • Add logos and custom fields to forms
  5. Tricky Transactions
    • Using online banking
    • Handling bounced checks...easily
    • Entering customer down payments/deposits
    • Setting up automatic transactions (memorizing transactions)
    • Using credit cards
  6. Special Features for Accountants & Bookkeepers
    • Finding (and stopping) changes to client financial statements
    • Using the Employee Organizer: Adding employees, tracking raises & promotions, entering leaves of absence, and terminating employees
    • Running reports from the employee organizer
    • Using the Employee regulations guide
    • Multi-user QuickBooks in Enterprise Solutions: Assigning the administrator, creating roles, setting access levels, and adding new users
    • Working with the audit trail in Enterprise Solutions
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This course is perfectly suited for:

  • Accountants
  • Bookkeepers
  • QuickBooks consultants
  • Office managers
  • Anyone looking to support multiple clients in QuickBooks

 

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Do I need a CD or DVD player?

Yes! The course is available on either CD or DVD. If your computer has a DVD drive, we recommend the DVD version (most do). The content is identical whether your order the CD or DVD.

Do I need speakers or headphones?

This is not a "text based" course. You'll need speakers or headphones to listen to the training. 

Do you offer a money back guarantee on your CD/DVD training?

Absolutely! If you are not completely satisfied with the training, return it to us within 30 days from the shipping date, and you will receive a full refund (minus shipping and handling charges). We stand behind our products. No hassle. No question.

Does the course play on a regular DVD player (like with a television)?

No. You’ll need a PC with a CD or DVD player.

Does your training cover the most current version of QuickBooks?

Yes! We always teach the most current version. Don’t worry if you have an older version. Older versions work basically the same way and you’ll learn new and improved features!

Are the training courses hands-on?

Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.

You offer products on CD and DVD. Which one should I choose?

The courses are identical whether you choose CD or DVD. The choice depends upon whether your computer has a DVD drive (most computers sold these days have a DVD drive). If your computer has a DVD drive, select the DVD version. The full course will fit on one DVD. If your computer has only a CD drive, choose the CD version. This means you'll need to switch CD's as you progress through the course.

Are the training courses easy to install?

Yes. Just place the CD or DVD into your computer's drive and the training software does the rest!

Do I need QuickBooks software on my computer to view the training?

No. Our special training interface installs all the software you need on any computer.

Can I put this training on my network or hard drive instead of using a DVD or CD?

This is not currently an option.

Can I copy the training for other persons in the office?

The training is copyrighted and it is illegal to make copies. You may purchase additional discounted copies by calling our office at 800-564-2688.

I have a Mac. Can I use your QuickBooks training courses?

Most of our QuickBooks training courses run on the PC. However, we do have one course that runs on the Mac titled Learning QuickBooks Mac.

Do you offer discounts on the CD/DVD classes?

Yes. If you register for a live class, you receive discounts on the CD/DVD classes. Just call 800-564-2688 and ask a training advisor about your discount. Click here to learn about live training.

I just placed an order for a CD/DVD class. When will I receive the discs?

You will receive your training in 5 to 7 business days. If you need it more quickly, please call our office at 800-546-2688.

 
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