Mastering QuickBooks Level 1

Mastering QuickBooks Level 1

$ 449.99

Self-paced version of the most popular QuickBooks class in the world! Get a solid foundation in QuickBooks taught by your own personal instructor.

  • Comprehensive training.
  • Includes complete PDF learning manuals.
  • Eligible for Certification!

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Learn to use QuickBooks the RIGHT way with CONFIDENCE!

Self-paced version of the most popular QuickBooks class in the world! Start off right, or if you’re experienced, learn to get even more from QuickBooks.

Follow your instructor step by step at your own pace.

You can watch the instructor step by step, pause the training, and practice what you learn.

Eligible for Certification!

Product Level Level 1
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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
    • 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
  4. 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

Day 2

  1. Payroll
    • 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

This product is perfectly suited for:

  • New QuickBooks users
  • Novice users who need to learn how to use QuickBooks more efficiently
  • Users who want a comprehensive overview of QuickBooks

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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