Tampa Fl Mastering QuickBooks

Comprehensive Classroom Training

  • Your Questions Answered by an Expert QuickBooks Instructor
  • Our Class Will Absolutely Help You
  • Live Classes in Your Area
See full class details - Only $549.95

230

classes

currently scheduled.

20

average

students per class.

Sorry, we currently don't have classroom training in your area.

However, you still have 2 options to attend a live class:

  1. Let the classroom come to you! Learn and ask questions from the comfort of your home or office

    Next classes May 4-5 and May 4-5

    Learn More

  2. Expand your search to find classroom training (might require some travel)

    Search Again

Or try one of these self paced options where you can pause and practice whenever you want.

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Upcoming QuickBooks Desktop Classes Near Tampa Fl

May 11, 2015 - May 12, 2015 - - Fort Myers, FL
May 13, 2015 - May 14, 2015 - - Fort Lauderdale, FL
May 18, 2015 - May 19, 2015 - - Jacksonville, FL
June 1, 2015 - June 2, 2015 - - Bradenton, FL
June 3, 2015 - June 4, 2015 - - Orlando, FL
 

Full Class Details

What You'll Learn

  1. Schedule for Live Classroom Training
    • 8:00 AM (Your Time) - Sign in - Registration
    • 8:30 AM - Class begins
    • 12:00 PM - 1:00PM - Lunch (on your own)
    • 4:00 PM - End of Day & Special Q&A Session
  1. Schedule for Live Webinar Training
    • 9:00 AM (CST) - Sign in - Registration
    • 9:30 AM (CST) - Class begins (10:30 EST, 7:30 PST)
    • 12:30 PM - 1:30PM (CST) - Lunch (on your own)
    • 5:00 PM (CST) - End of Day & Special Q&A Session
Here's what you can expect during your 2 day class.
Desktop Edition Training

Day 1

  1. Set up your company
    • Move around QuickBooks...EFFICIENTLY
    • Get help...FAST
  2. Everyday 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)
    • Sort and customize lists
    • "Collapse" financial statements
    • Show P&L by month, or as a percent of income
  5. Understand Accounting
    • Really understand your financial statements
    • Setup the chart of accounts
    • Change and fix the chart of accounts
    • Cash vs. Accrual accounting
    • Use general journal entries
    • Setup and use subaccounts
  6. End of Day Special Q&A Session

 

Day 2

  1. Set Up and Pay Employees
    • Setup employees, payroll items
    • Track time and invoice time
    • Process paychecks
    • Modify paychecks
    • Make tax deposits
    • Prepare tax forms
    • Summarize 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
    • Use petty cash
    • Use multi-user
    • Password protect QuickBooks
    • Update QuickBooks
    • Work with Microsoft Word and Microsoft Excel
    • Close the books
    • Find transactions FAST and other time saving features
    • Work with the accountant's review
    • Protect your 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
    • Use online banking
    • Handle bounced checks...easily
    • Enter customer down payments/deposits
    • Setup automatic transactions (memorizing transactions)
    • Use credit cards
  6. End of Day Special Q&A Session
Online Edition Training

Day 1

  1. Getting Started and Setting Up
    • What edition of QuickBooks Online is right for you?
    • Setting up your company
    • Online banking setup
    • Credit card setup
    • Importing from QuickBooks desktop editions
    • Importing from Excel
    • Moving around and finding what you need...fast
  2. Accounting and Financial Statements
    • Really understand your financial statements
    • Set up the chart of accounts
    • Set up and use subaccounts
    • Change and fix the chart of accounts
    • Cash vs. Accrual accounting
    • Use general journal entries
    • “Collapse” financial statements
  3. Sales Transactions
    • 4 ways of recording sales and choosing the one that’s right for you
    • Estimates/proposals
    • The invoicing cycle
    • Invoicing for billable time and/or expenses
    • Cash/sales receipts
    • Receiving payments and making deposits
    • Delayed charges
    • Credit memos
    • Customer statements
    • The income lists and sales reports
  4. Expense Transactions
    • When you should and should not track accounts payable (enter and pay bills)
    • Checks (printed and hand-written)
    • ATM withdrawals and electronic fund transfers
    • Debit card and credit card charges
    • Vendor credits
    • Expense list and other expense reports
  5. Special Transactions
    • Online Banking:
      • Learn when and how to “add”, “match” and “exclude”
      • Process downloaded transactions, tips and tricks to save you time, bank reconciliation, fix errors and locate discrepancies.
    • Bank reconciliation and find reconciliation errors
    • Handle customer down payments/deposits
    • Void vs. delete a check
    • Handle bounced checks (NSF)
    • Write off bad debt (including small underpayments)
    • Track Petty Cash
  6. Tips & Tricks
    • Special browser tricks to speed up data entry
    • Clean up lists (delete, hide and merge)
    • Fixing setup mistakes
  7. End of Day Special Q&A Session

 

Day 2

  1. Set Up and Pay Employees
    • Set up employees, deductions and company contributions
    • Enter prior payrolls
    • Set up company payroll preferences
    • Track and invoice time
    • Process paychecks
    • Make tax deposits
    • Make non-tax payments (health insurance, etc.)
    • Use payroll reports
  2. Work with Reports
    • Customize Reports:
      • Columns: add, reorder, delete, and resize
      • Filter and format
      • Create new headers and footers
    • Save Customizations
    • Create report groups
    • Automatically email report groups on a set schedule
  3. Accounting Tasks
    • Close the books
    • Add your accountant
    • Protect your accounting data
      • Set up users with different permissions
      • Assign access rights and user levels
      • Track changes and who made them (audit log)
  4. Save Time
    • Find transactions...FAST
    • Navigate around the fast and easy way
    • Keyboard shortcuts
    • Set up recurring transactions
    • Create your OWN shortcuts
  5. Customize QuickBooks
    • Tailor company settings/preferences
    • Create custom invoices and other forms
    • Add logos and custom fields to forms
  6. Advanced Transactions
    • Inventory:
      • Set up inventory in QuickBooks Online
      • Purchase orders, receive items, adjust inventory
    • Track Sales Taxes
      • Set up sales taxes
      • Adjust, pay, and report sales taxes
  7. End of Day Special Q&A Session

I Want to Sign Up

Who Should Attend

Perfect for new and intermediate users

If You’re a New User (less than 1 year using QuickBooks):

It’s normal that you feel overwhelmed and intimidated by accounting software. Especially if you’re not an accountant and have never used accounting software! In just 2 days, discover that you really can master QuickBooks and use it with complete confidence and accuracy.

If You’re an Intermediate User (1 - 2 years):

With your experience, you probably know the areas of QuickBooks you use very well. But, you also know there’s a lot more to that you’re not using! And, you probably have specific questions or problems with QuickBooks. Discover the untapped power of QuickBooks and get all your questions answered.

If you’re an Experienced User (2+ years):

With your experience, you’ve made QuickBooks work for you. However, you know there are some gaps in your QuickBooks knowledge. You also know that there are more efficient and effective ways to do your job. In just 2 days, discover tips, tricks, and faster ways to work with QuickBooks.

What You'll Need

Live Classroom

We provide you with 2 comprehensive workbooks. (Desktop Edition Only)

These workbooks are invaluable during your class and as a reference guide after you return to work. These workbooks include the steps for completing everything you learn in class.

Live Webinar

We send you 2 comprehensive workbooks on PDF. (Desktop Edition Only)

These workbooks are invaluable during your class and as a reference guide after you return to work. These workbooks include the steps for completing everything you learn in class. You can print one copy of the manual for the class.

Bring a sweater or light jacket.

Hotel meeting rooms are typically cool, so you might want to bring a sweater or light jacket.

High speed internet access.

If you just have dial-up internet access, we strongly recommend that you get access to high-speed internet for your class.

Bring a List of Questions.

This is your golden opportunity to have a QuickBooks expert at your disposal. If you have specific questions or problems with QuickBooks, make a list and bring it to class. Your instructor stays until all your questions are answered!

A computer with speakers or headphone jack.

You'll hear the instructor via your computer. You'll be able to ask questions via chat or out loud if your computer is also equipped with a microphone.

Upon Completion, you receive a Course Certificate.

After you graduate from the course on Day 2, you receive a nice certificate that indicates you completed the QuickBooks class.

A location without interruptions.

To avoid distractions, we recommend you find a location where you won't be interrupted.

Upon Completion, you receive a Course Certificate.

After you graduate from the course on Day 2, We'll email you a nice certificate that indicates you completed the QuickBooks class.

Meet the Trainers

Our Trainers Creed

People Don't Care How Much You Know...Until They Know How Much You Care

  • Gary Gernbacher

    12yrs. Teaching QuickBooks

    My goal for each class is the same...for each student to have fun AND to leave knowing that their job will now be easier.

    Gary has 20 years of business consulting experience, which includes classroom and one-on-one instruction. He has an engaging and common sense approach that helps new and experienced users gain the confidence to spend less time in QuickBooks and do more with their precious time.

  • Regina H. Smith

    10yrs. Teaching QuickBooks

    Prepare to smile, laugh and most importantly, learn!

    Regina’s accounting degree and years of “real world” small business consulting, provides her with the knowledge, empathy and know-how to be a great instructor. Regina has taught QuickBooks for over 11 years and has proved that QuickBooks can be fun! She creates a relaxed yet spirited class, putting all students at ease, and increasing their learning potential.

Meet More Trainers

Reviews

Testimonials from our customers

This is one of the best classes I've taken...it's really wonderful. I would recommend it to anyone using QuickBooks!

-Martha Friesch, CPA, Chief Financial Officer

My accounting will take me less time. Now, I'll have more time to run my business.

-Brian Williams, Owner, Renovative Drywall

The first thing I did after class was call the owner and tell him how excited I was because I learned so much!

-Kim Faircloth, Office Manager, Acquisition Data

I left this class with confidence. I am now comfortable doing my job in QuickBooks.

-Stephanie Porter, Partner, VIP Cleaners

As a CPA, this class saves me time....and my client's money!

-Juan Caranza, Owner, Juan Caranza, CPA

I could have left after 3 hours and still gained enough to justify the time and expense.

-Chuck Richards, President, CA Richards & Associates

FAQs

Live Classroom FAQ's

Do you cover the same material in the live online version and classroom version of Mastering QuickBooks?

Yes.

Can you teach at my office?

We don’t provide one-on-one training, but we can teach a group at your location. We can even tailor the class to meet your needs. This cost varies but the minimum price is $6,000. So it only makes sense if you have a larger group.

Do I need to bring a laptop?

No. We teach the class “seminar-style.” This means we do the typing...and you do the learning! When everyone has a computer, the QuickBooks class can only move as fast as the slowest typist. Our method ensures that you'll learn the maximum amount of material with the smallest investment of time.

If you feel like you need hands-on training, we offer the same class in a self paced format (on demand or on CD/DVD). You can watch the instructor step by step, pause the training, and practice what you learn. Learn more about CD/DVD and OnDemand training.

What is the cancellation policy?

Refunds will be made only if cancellation request is received in writing 5 (five) business days prior to Class (minus $45 registration fee)

Which version of QuickBooks do you teach?

We always teach the most current version. Don’t worry if you have a different version. The instructor will point out the differences between the current version and your version. Older versions work basically the same way and you’ll learn new and improved features!

There are no classes near me, what are my options?

You can attend the exact same class online every 2 weeks. Learn more.

Do you offer a money-back guarantee?

Yes, if you're not satisfied for any reason, return your materials to the instructor by lunch on the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.

What if I miss the class because of illness or travel?

We apply your credit and apply it to another class of your choice (in your area or online).

Am I guaranteed a seat in the class when I place my order?

Yes. Your registration is guaranteed upon receipt of payment.

Can I split the class between dates? In other words, can I attend Day 1 this month and Day 2 the next time you’re in my area?

Yes, Please call a training consultant at 1-800-564-2688 to set this up.

I am attending the class from out-of-town. Do you offer reduced hotel room rates?

Unfortunately we don’t. Hotels don’t provide this option unless we guarantee a number of rooms. We do strive to find reasonably-priced hotels. Contact the hotel directly for their rates.

To ask additional questions, call a training advisor at 1-800-564-2688. Or email your question to office@realworldtraining.com

Live Webinar FAQ's

What time does the Mastering QuickBooks Live Online class start and end?

The online class starts at 9:30 AM Central Standard Time (10:30 EST, 7:30 PST) and ends at 5:00 PM (CST). Please log-in at least 20 minutes early to ensure your computer is setup for the class. The class is installed automatically when you click the link in your email confirmation.

How does the live online class work?

You view the instructor's screen on your computer and listen via your computer's speakers or headphone jack. To ask a question, use the chat feature or ask your question out loud if your computer is equipped with a microphone.

Do you cover the same material in the live online version and classroom version of Mastering QuickBooks?

Yes.

What do I need to take the live online class?

You need a high-speed Internet connection. We recommend a computer with external speakers or a headphone jack. Although not required, it's easier to ask questions if your computer has a microphone. Some people use a USB, wireless, or bluetooth headset that includes a microphone.

Do I need QuickBooks on my computer?

No.

I didn't receive my class confirmation. What should I do?

Please call our office at 1-800-564-2688.

Do I need special software to attend online class?

Yes. After you sign up we’ll send you a link to the class. On the day of your class, open the email and click the link. This automatically installs any software you need to attend the class.

I'm having difficulty connecting to the live online QuickBooks class. What should I do?

Call "GoToWebinar" at 888-259-8414. They can assist you with technical problems on the day of the class.

What happens after I enroll in the online class?

You’ll receive an email that includes:

  1. A link to download a manual for each day
  2. A link you’ll click to start the class on the scheduled day

Do we get a lunch break?

Lunch is on your own from 12:30-1:30 (CST).

Can you teach at my office?

We don’t provide one-on-one training, but we can teach a group at your location. We can even tailor the class to meet your needs. This cost varies but the minimum price is $6,000. So it only makes sense if you have a larger group.

Can I just attend Day 1 or Day 2 of the QuickBooks class?

We don’t recommend it because the course is designed as a 2 day class. However, there are some cases where this might be appropriate. Call our office at 1-800-564-2688 to speak to a learning consultant.

What is the cancellation policy?

Refunds will be made only if cancellation request is received in writing 5 (five) business days prior to Class (minus $45 registration fee)

Which version of QuickBooks do you teach?

We always teach the most current version. Don’t worry if you have a different version. The instructor will point out the differences between the current version and your version. Older versions work basically the same way and you’ll learn new and improved features!

Do you offer a money-back guarantee?

Yes, if you're not satisfied for any reason, return your materials to the instructor by lunch on the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.

What if I miss the class because of illness or travel?

We apply your credit and apply it to another class of your choice (in your area or online).

Am I guaranteed a seat in the class when I place my order?

Yes. Your registration is guaranteed upon receipt of payment.

Can I split the class between dates? In other words, can I attend Day 1 this month and Day 2 another time?

Yes, please call a training consultant at 1-800-564-2688 to set this up.

To ask additional questions, call a training advisor at 1-800-564-2688. Or email your question to office@realworldtraining.com

Addtional Questions?
Real World Training only provides support for its training products. For QuickBooks support, please call Intuit at 888-246-8848, or visit Intuit Support




Why Are Our QuickBooks Classes the Most Popular in the World?

Since 1998, we’ve been the only QuickBooks trainers endorsed by Intuit

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