Ultimate Contractor Bundle

Ultimate Contractor Bundle

$ 799.95 - You Save $ 900!

Do you work with a construction company or contractor? Then your accounting needs are unique! This complete construction bundle gives you a solid QuickBooks foundation and then builds on that foundation. You learn EXACTLY what you need to know about using QuickBooks in the construction industry and you get a good understanding of accounting principles!

This bundle includes:
  • Mastering QuickBooks 1
  • QuickBooks for Contractors
  • Accounting Basics
  • Mastering QuickBooks Payroll
  • Includes 3 learning manuals.
  • Eligible for Certification!

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$799.95

Details

  • Mastering QuickBooks 1
  • QuickBooks for Contractors
  • Accounting Basics
  • Mastering QuickBooks Payroll

Start with a solid foundation then build confidence and expertise.

Start with QuickBooks level 1 and accounting concepts you must know. Then add advanced QuickBooks and Payroll tricks to get the info you need.

You can finish in a month, a year, or just watch the 3 minute topic you need when you need it.

Eligible for Certification!

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Mastering QuickBooks Level 1

  1. Getting Started
    • Setting up your company
    • Moving around QuickBooks...EFFICIENTLY
    • Customize your Home page
    • Getting help...FAST
  2. Everyday Transactions
    • Selling: invoices, sales receipts, payments, deposits, credit memos, statement charges, linking to 3rd party software, and customer statements
    • Buying: bills, bill payments, checks, bills vs. checks, and credit memos
    • Inventory: purchase orders, receiving items, adjusting inventory
    • Sales Taxes: setting up, adjusting, paying, and reporting sales taxes
    • Banking: reconciling bank accounts and locating discrepancies
  3. Special Transactions
    • Giving and receiving refunds
    • Voiding vs. deleting a check
    • Applying credit memos
  4. Tips & Tricks
    • Special "Window" tricks
    • Cleaning up lists (delete, hide and merge)
    • Sorting and customizing lists
    • "Collapsing" financial statements
    • Showing P&L by month, or as a percent of income
  5. Understanding Accounting
    • Really understanding your financial statements
    • Setting up the chart of accounts
    • Changing and fixing the chart of accounts
    • Cash vs. Accrual accounting
    • Using general journal entries
    • Creating and using subaccounts
    • Using the Company Snapshot feature
  6. Payroll
    • Setting up 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
  7. Working with Reports
    • Adding, deleting, resizing, and reordering columns
    • Filtering and formatting reports
    • Saving reports and creating memorized report groups
  8. Advanced Features
    • Using petty cash
    • Setting up QuickBooks on a network (multi-user)
    • Password protecting QuickBooks
    • Updating QuickBooks
    • Working with Microsoft Word and Microsoft Excel
    • Closing the books
    • Finding transactions FAST and other time saving features
    • Working with the Accountant's Copy feature
    • Protecting your QuickBooks data
  9. Tips & Tricks
    • Keyboard shortcuts
    • Tailoring company preferences
    • Creating custom invoices and other forms
    • Adding logos and custom fields to forms
  10. Tricky Transactions
    • Using online banking
    • Handling bounced checks...easily
    • Entering customer down payments/deposits
    • Creating automatic transactions (memorizing transactions)
    • Using credit cards

Mastering QuickBooks for Construction

  1. Getting Started with QuickBooks
    • Creating a new data file
    • Setting up customers and jobs
    • Completing setup: opening balances, completing lists, special accounts, opening balance equity, and payroll setup
    • 2 methods for entering transaction history
    • Checking the setup: is it right?
  2. Job Costing
    • Understanding items: the core of your job cost tracking
    • Guidelines for getting job cost information from QuickBooks
    • Setting up items for accurate job costing
    • Tracking committed costs
    • Job costing payroll wages, benefits, and taxes
    • Allocating owner and partner time to a job
    • Running job profitability reports
    • Tracking your company's gross margin on jobs
    • Using the Job Costing Center
    • Running job status reports
    • 2 methods for tracking Work-in-Progress
  3. Estimating and Invoicing
    • Estimating jobs in QuickBooks
    • Estimating fixed priced job
    • Memorizing estimates (how and why)
    • Progress invoicing against estimates
    • 3 methods to enter and automate change orders
    • Batch invoicing
    • Invoicing construction draws
    • Using billing rate levels
  4. Sales Transactions, Tricks, and Workarounds
    • Entering statement charges
    • Working with multiple accounts receivable accounts
    • Finding and fixing typical errors in accounts receivable
    • 2 methods for handling customer deposits
    • Retainage
    • Managing collections
    • Writing off bad debts
    • Customer under- and over-payments
    • Transferring customer credits
    • Tracking cost and sales of spec homes
  5. Purchase Transactions, Tricks, and Workarounds
    • Vendor deposits
    • Preparing 1099s at year-end
    • Tracking liability certificates
    • Entering employee and owner purchases
    • Prepaid expenses
    • Vendor refunds
    • Barter transactions
    • Voiding prior period checks
    • Automating purchase orders for jobs
  6. Payroll Transactions, Tricks, and Workarounds
    • Allocating benefits/taxes to jobs
    • Job costing salaried employees
    • Using payroll effectively for job costing
    • Handling special payroll deductions and payments
    • Tracking employee loans
    • Setting up and tracking workers compensation insurance
    • Allocating owner's cost to jobs when they don't receive a paycheck
  7. Mastering QuickBooks Reporting
    • Advanced report customization
    • Report types in QuickBooks: what you really need to know!
    • Importing and exporting reports
    • Using special fields to improve reports
    • Troubleshooting reports filters
    • Memorizing reports and creating report groups
    • Adding reports to the iconbar
    • Powerful techniques for modifying reports in Excel
    • Generating custom summary and transaction reports
    • Graphing QuickBooks data in Excel
    • Budgets and forecasts
    • Combining financial statements
    • Extending the QuickBooks database
    • Using advanced fields for reports (customer type, vendor type, job type, custom fields, and more)
  8. Reports for Job Cost
    • Gross margin reports on open and closed jobs
    • Estimate vs. actual reports
    • Running unpaid/paid bills reports for jobs
    • Job cost by Vendor reports
    • Time tracking reports
    • More job cost reports!
  9. Customizing QuickBooks (make QuickBooks REALLY work for you!)
    • Modifying important preferences
    • Customizing your home page
    • Modifying the iconbar
    • Creating and using custom fields
    • Using account numbers
    • Using classes (for departments, locations, etc.)
  10. Unlocking the Power of QuickBooks
    • Deleting and archiving old transactions in your file
    • Remote access (to access your company file through the internet)
    • Automating backups
    • Tricks to make QuickBooks run faster and more efficiently
    • Corrupt data files: how, why, and what to do.
    • Verify and rebuild company files
  11. Importing and Exporting
    • Exchanging data between QuickBooks files
    • Importing and exporting lists
    • Importing and exporting customized forms
    • Using reports with multiple company files
    • Exchanging data between QuickBooks and other programs
    • Working with integrated applications
    • Using special Excel import feature
  12. Secrets Your Accountant Should Know
    • Common 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
    • Cash basis financial statements (what is QuickBooks doing?)
    • Special reports for your accountant
    • What you REALLY need to know to become an advanced user!
    • Little known power features in all areas of QuickBooks

Mastering Accounting Basics

  1. Accounting Basics
    • Definition of Accounting from a small business perspective
    • Explanation of why you need accounting
    • Financial statements: what are they?
    • What is an account?
    • Double entry accounting and how it applies to QuickBooks
    • Debits and credits: the essence of accounting
  2. Accounting Principles
    • Intro to accounting principles: the foundation of accounting
    • Reporting principle
    • Reliability principle
    • Comparability principle
    • Cost principle
    • Revenue principle
    • Matching principle
    • Applying the principles
  3. Accounting Basics in QuickBooks
    • The balance sheet and profit & loss statement
    • Working with account types
    • Setting up the chart of accounts
    • Management reporting vs. financial reporting
    • Working with subaccounts
    • Techniques to review account detail
    • Understanding debits/credits in common QuickBooks transactions (checks, invoices, payments, deposits, bills, bill payments, and journal entries)
  4. Reviewing Numbers for Accuracy
    • Basic review techniques
    • Using QuickZoom as an investigative tool
    • Reconciling accounts to external documentation
    • Verifying numbers on key reports
    • Checking balances for accounts receivable, accounts payable, and inventory
  5. Analyzing and Interpreting Data
    • Basic financial interpretations
    • Analyzing business trends
    • Interpreting variable expenses
    • Understanding and using key financial ratios (current ratio, return on equity, gross profit margin, and net profit margin)
  6. The Accounting Cycle (who does what and when?)
    • What is the accounting cycle and why is it important?
    • Daily accounting tasks
    • Weekly accounting tasks
    • Pay period accounting tasks
    • Monthly accounting tasks
    • Quarterly accounting tasks
    • Annual accounting tasks
    • Key tasks within each cycle demonstrated in QuickBooks
    • Closing the books
    • Restricting access to closed periods
  7. Working with Your Accountant
    • Speaking the same language as your accountant!
    • Creating a client/accountant agreement
    • Methods for getting information to your accountant
    • Accountants Copy Process
    • Special reports for your accountant (journal report, general ledger, transaction entry journal, and trial balance)
  8. More Accounting
    • Using account numbers
    • Setting up classes to segment financial statements
    • Budgeting and planning in QuickBooks
    • Cash vs. accrual accounting
    • Understanding and using retained earnings
    • Year-end closing entries
    • Finding prior year changes
  9. Also Includes These Valuable Resources:
    • A glossary of accounting terms so you can finally understand your accountant!
    • A QuickBooks keyboard shortcuts list - to save time
    • A summary of account types and which financial statements they flow to
    • A Debits and Credits "Cheat Sheet" - no need to memorize how they work!
    • A list of financial ratios and how they are calculated
    • A sample tax calendar so you know when various tax forms and payments are due
    • A list of record-keeping requirements (as suggested by IRS)
    • A periodic activities checklist (so important accounting tasks are not overlooked)
    • A year-end closing checklist
    • A step-by-step summary of the techniques used to exchange data with your accountant
    • Help creating a client/accountant agreement, and assigning responsibilities
    • A backup log you can use to schedule and monitor timely backups

Mastering QuickBooks Payroll

  1. Payroll...before you begin
    • The top ten payroll mistakes YOU MUST avoid
    • Know your payroll risks and responsibilities.
    • Standard forms for new employees
    • Contractors vs. employees (when to use each)
  2. Set Up
    • Information you MUST have to get started
    • Using the Payroll Setup wizard
    • Setting up employees
    • Adding compensation types (hourly, salary, bonus, etc)
    • Setting up employee benefits (insurance, reimbursements, etc)
    • Adding retirement benefits like 401 (K) plans
    • Adding PTO (sick & vacation time)
    • Setting up federal taxes (Income tax, FICA, etc)
    • Setting up the right taxes for your state
    • Reviewing your payroll set up
    • Entering payroll history
    • Customizing payroll
    • Creating payroll schedules
    • Understanding and adding payroll items
    • Creating unique and special payroll items
  3. Running Payroll
    • Entering employee time
    • Running employee productivity reports
    • Preparing employee paychecks
    • Printing & modifying paychecks
    • Printing employee paystubs
    • Running payroll reports
    • Exporting payroll data to Microsoft Excel
  4. Taxes & Tax Forms
    • Making tax deposits
    • Paying other payroll liabilities
    • Using E-file to pay taxes electronically
    • Correcting & adjusting payroll liabilities
    • Preparing & filing your quarterly & annual tax returns (federal and state)
  5. Special Transactions
    • Entering "net to gross" paychecks
    • Running unscheduled & termination paychecks
    • Handling unexpected changes during the year
    • Voiding paychecks
    • Tracking & paying employee commissions
    • Custom liability payments
    • Depositing tax refunds
  6. Advanced Transactions
    • Handling expenses like insurance where company & employee each pay a share
    • Mapping payroll items to get meaningful financial statements
    • Job costing payroll
    • Tracking employee loans
    • Handling wage garnishments
    • Paycheck issues
    • Tracking payroll by "class"
This bundle is perfectly suited for:
  • New and intermediate QuickBooks users
  • Bookkeepers for construction or contracting companies
  • Contractors, trades businesses
  • Contractor office managers
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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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