Mastering QuickBooks for Accountants Level 1 - OnDemand

Mastering QuickBooks for Accountants Level 1 - OnDemand

$ 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 complete PDF learning manual.
  • Eligible for Certification!

* Required Fields

$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 clients' 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

This course is perfectly suited for:

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

 

How does the OnDemand class work?

After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your user name and password, and start learning!

What do I need to take the live online class?

You need high-speed Internet and computer speakers or headphones.

Do I need QuickBooks on my computer?

No.

I didn't receive my log-in information . What should I do?

Please call our office at 800-564-2688.

Do I need special software to attend online class?

No. The course plays in your internet browser.

Do you offer a money back guarantee on your OnDemand training?

Absolutely! If you are not completely satisfied with the training, send us an email or call us within 30 days and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.

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.

How many people can view the training with me?

When you purchase the course, you purchase the right for one person to view the course. To add other students, please call us at 800-564-2688.

 
$ Money Back Guarantee

See who else we have trained.