Self-paced training
Mastering QuickBooks Desktop for Accountants Level 1
What's included
What you'll learn

Includes a 241-page PDF manual

We recommend you begin with the basics covered in Mastering QuickBooks for Accountants Level 1. This course is the foundation that you’ll build on with Mastering Accounting Basics and Mastering QuickBooks for Accountants Level 2. And because it’s so important to your foundation, you’ll receive a work manual, so you can follow along and take notes as you go.

Free updates – for life!

QuickBooks Desktop changes every year. But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future. Rest assured knowing you have the latest and greatest content…at no additional cost.

Full High Definition video

The courses are all filmed in crystal clear HD, so you don’t miss any details. Expand the viewing area to full screen or watch it in a smaller format…either way, you can easily follow the instructions and see every detail.

Access to all the courses: Anywhere. Anytime.

You can view the courses as many times as you want from any device connected to the internet.

Everything you need to know to master QuickBooks “A to Z,” and understand the “behind the scenes” accounting basics

Whether you love bookkeeping or you’re a “reluctant” bookkeeper, being QuickBooks Confident means coming to work each day with the confidence that you know what to do, how to do it, and most importantly, WHY you need to do it! All this with the confidence that you’re saving time applying the tips, tricks, and shortcuts you discover.

Getting Started
Setting up your client's data files
Moving around QuickBooks...EFFICIENTLY
Everyday Client 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
Special Transactions
Giving and receiving refunds
Voiding vs. deleting a check
Applying credit memos
Working with Lists
Special "Window" tricks
Cleaning up lists (delete, hide and merge)
Sorting and customizing lists
"Collapsing" financial statements
Preparing P&L by month, or as a percent of income
Financial Statements
Understanding QuickBooks financial statements
Setting up the Chart of Accounts
Changing and 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
Special Features for Accountants & Bookkeepers
Supporting and understanding the different versions of QuickBooks
Introduction to the Accountant 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 financial statements
Using the working trial balance feature
Setting up your client's 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
Working with Reports
Adding, deleting, resizing, and reordering columns
Filtering and formatting reports
Saving reports and creating memorized report groups
Advanced Features
Using petty cash
Setting up your client's multi-user QuickBooks
Password protecting QuickBooks
Updating your client's QuickBooks
Working with Microsoft Word and Microsoft Excel
Closing the client's books
Finding transactions quickly and other time saving features
Working with the Accountant's Copy feature
Protecting your client's QuickBooks data
Tips & Tricks
Keyboard shortcuts
Tailoring company preferences
Creating custom invoices and other forms
Adding logos and custom fields to forms
Tricky Transactions
Using online banking
Handling bounced checks...easily
Entering customer down payments/deposits
Setting up automatic transactions (memorizing transactions)
Using credit cards
Special Features for Accountants & Bookkeepers
Finding (and stopping) changes to client financial statements
Using the Employee Organizer
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
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 username and password, and start learning!
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.
Are the self-paced courses hands-on?
If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.
Do I need QuickBooks on my computer?
No. You can view the training on any device with an internet connection. Anytime, anywhere.

No risk, money-back guarantee

If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details
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QuickBooks training near your location

United States

Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of 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.