Ultimate Training Bundle (with Excel & Word)

Ultimate Training Bundle (with Excel & Word)

$ 799.95 - You Save $ 900!

"Ideal if you want to Master QuickBooks, accounting fundamentals, and Word and Excel. Get even MORE from your QuickBooks investment!"

This bundle includes:
  • Mastering QuickBooks 1
  • Mastering QuickBooks 2
  • Accounting Basics
  • Mastering Excel & Word
  • Over 32 hours of training.
  • Includes 3 learning manuals.

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$799.95

Details

  • Mastering QuickBooks 1
  • Mastering QuickBooks 2
  • Accounting Basics
  • Mastering Excel & Word

Become the ultimate QuickBooks user.

Master QuickBooks, understand accounting, and use the Excel and Word features that are essential to QuickBooks users and small business owners.

The equivalent of 32 one hour classes where you control the pace.

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

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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 review
    • 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 Level 2

  1. 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.)
  2. Sales Transactions, Tricks, and Workarounds
    • Setting up price levels
    • Sales orders/backorders
    • Batch invoicing
    • Invoicing for billable costs
    • Complex sales tax situations
    • Creating and using estimates
    • Progress invoicing
    • Finding and fixing typical errors in accounts receivable
    • 2 methods for handling customer deposits
    • Managing collections
    • Writing off bad debts
    • Customer under- and over-payments
    • Transferring customer credits
    • Working with multiple accounts receivable accounts
    • Entering retail sales
  3. Purchase Transactions, Tricks, and Workarounds
    • Purchasing and accounting for fixed assets
    • Entering company loans with the Loan Manager
    • Lines of credit
    • Typical bill payment errors
    • Preparing 1099s at year-end
    • Employee and owner purchases
    • Prepaid expenses
    • Vendor deposits
    • Vendor refunds
    • Barter transactions
    • Voiding prior period checks
    • Using the cash flow projection tool
  4. Items & Inventory
    • Expenses vs. Items: which do you use?
    • Inventory limitations
    • Inventory adjustments
    • Creating group items
    • Working with inventory assemblies
    • Units of measure
  5. Advanced Tricks
    • When should you start over with a new file?
    • The limitations of QuickBooks
    • Handling bank reconciliation errors
    • Using multiple currencies
    • Fixing errors in all areas of QuickBooks... there are so many we can't list them all!
  6. Completing Set Up
    • 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?
  7. Payroll Transactions, Tricks, and Workarounds
    • Correcting the setup of payroll items
    • Adding difficult payroll items
    • Using payroll effectively for job costing
    • Voiding/Reprinting paychecks
    • Handling special payroll deductions and payments
    • Preparing and adjusting W-2s
    • Employee loans
    • Setting up and tracking workers compensation insurance
    • Net to Gross paycheck calculations
  8. 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)
  9. 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
  10. 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
  11. 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
    • 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 QuickBooks

  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
  6. 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)
  7. 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
  8. Working with Your Accountant
    • Speaking the same language as your accountant!
    • Creating a client/accountant agreement
    • Methods for getting information to your accountant
    • Accountant's Copy Process
    • Special reports for your accountant (journal report, general ledger, transaction entry journal, and trial balance)
  9. 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
  10. 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 Excel & Word for QuickBooks Users

Excel
  1. The Basics
    • What are spreadsheets and workbooks?
    • Moving around in Excel
    • Understanding the Excel interface
    • Getting Help
    • Tips for exporting to QuickBooks
  2. Working with Excel & QuickBooks Together
    • Sending reports to a new workbook
    • Transferring reports to an existing workbook
    • Moving and naming worksheets
    • Aligning, deleting, and inserting worksheets
    • Changing report headings
    • Selecting, moving, merging, and editing cells
    • Deleting columns, non-adjacent columns, and rows
  3. Formatting in Excel
    • Creating the look you want
    • Adding borders
    • Accounting vs. Currency styles
    • Using the Format painter
    • Adding tab colors and comments
    • Freezing panes (so column and row headings don't disappear when you scroll through reports)
    • Understanding date formats and why dates sometimes appear as numbers
  4. Calculations and Formulas
    • Relative vs. absolute references (understanding the difference and when to use each!)
    • Creating and copying formulas
    • Array formulas (what is it and when to use)
    • 3-D formulas…a powerful Excel trick!
    • Using the formula checker (a very powerful Excel feature)
  5. Summarizing and Analyzing Data in Excel
    • How to analyze numbers in Excel
    • Using the count, average, and mean functions
    • Collapsing Excel reports (to hide and show relevant data)
    • Using the Auto Outline feature
    • Filtering reports in Excel
    • Grouping and sorting data
    • Pivot tables…what are they and how do you use them?
    • Using What If analysis
  6. Real World Applications
    • Creating an amortization schedule
    • Building an expense reimbursement form
    • Speeding up bank reconciliations
    • Creating graphs of QuickBooks data (in Excel!)
    • Importing lists from Excel into QuickBooks
    • Importing IIF files into QuickBooks
  7. Customizing Excel
    • Creating personalized toolbars
    • Building your own menus
    • Changing the screen layout
    • Password protecting Excel files
    • Setting the default format
  8. Shortcuts and Saving Time
    • Creating macros to automate Excel steps
    • Shortcuts using the mouse
    • Shortcuts using the keyboard
    • Printing tricks and tips
Word
  1. The Basics
    • What are files and templates?
    • Moving around in Word
    • Understanding the Word interface
    • Using different layout views
    • Getting Help
  2. Working with Word and QuickBooks Together
    • Using the QuickBooks to Word link
    • Creating a letter from scratch
    • Converting an existing Word document
    • Modifying the Word letters
    • Creating invoice cover letters
    • Fixing “missing information” errors
  3. Word Techniques
    • Working with Word documents
    • Understanding document compatibility issues
    • Setting the Auto Recover options
    • Entering, selecting, dragging, dropping, cutting, copying, pasting, and deleting in Word
    • Using the built-in spelling and grammar checkers
  4. Formatting in Word
    • Understanding and using the Home tab
    • Customizing fonts
    • Highlighting fonts
    • Using the format painter feature
    • Creating and using bulleted and numbered lists
    • Setting tabs, tab stops, and indents
    • Creating and using styles and style sheets
    • Adjusting margins
    • Setting page breaks
    • Printing word documents
  5. Working with Document Objects in Word
    • Adding company logo to letters
    • Re-sizing and re-positioning objects
    • Creating watermarks
    • Using Word symbols
    • Using and modifying clip art and other pictures
    • Working with tables
    • Importing tables from Excel
    • Inserting files
    • Adding “Hyperlinks” to documents, web pages, and spreadsheets
  6. Customizing Word
    • Creating smart tags to use Word information in other programs
    • Creating personalized toolbars
    • Building your own menus
    • Changing the screen layout
    • Password protecting files
    • Setting the default format
    • Tracking changes in Word
  7. Shortcuts and Saving Time
    • Using keyboard shortcuts to find information
    • Other keyboard shortcuts
    • Auto correcting Word documents
    • Using different languages
    • Creating and using Word templates

This bundle is perfectly suited for:

  • New QuickBooks users
  • Intermediate QuickBooks users
  • People who want to unlock the power of QuickBooks & Excel
  • Users who want to discover the power of using QuickBooks and MS Word

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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