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Self-paced training
Accountant Course Bundle
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5 Full courses – over 37 hours of practical knowledge, shortcuts, tips, and tricks that you can apply immediately!

You get all the content covered in Mastering QuickBooks for Accountants Level 1, Mastering QuickBooks for Accountants Level 2, Mastering Accounting Basics, Mastering Payroll, and Mastering Word & Excel for QuickBooks Desktop. To see a detailed list of what’s covered in each course, see the What you’ll learn tab to the right.

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 But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future.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.

Mastering QuickBooks Desktop for Accountants Level 1
Get Started
Features of QuickBooks Accountant
Set up your client’s company
Use the Toggle feature to switch between version of QuickBooks
Learn what you see on screen
Move around QuickBooks efficiently
Customize the Home Page
Work with Lists
Discover what clients can store in lists
Manage lists by adding, editing, deleting, and merging
Learn to sort and print lists
Understand Financial Statements
Read and understand your clients financial statements
Set up the Chart of Accounts
Change and organize the Chart of Accounts
Create and use subaccounts
Learn how journal entries work within QuickBooks
Explore the Company Snapshot and Insights features
Items & Services
Set up your client’s Items and Services in QuickBooks
Understand the basic item types
Learn to use items efficiently
Add, edit, and delete items
Customers & Sales
Set up your client’s Customers List
Add and manage jobs for your client’s customers
Record the sale of products and services
Receive payments from customers
Learn QuickBooks’ built-in trick to record batch deposits
Record one-time and daily sales with sales receipts
Use statement charges
Issue customer credits and refunds
Run statements for your clients customers
Run Accounts Receivable and Sales reports
Import sales from other programs
Explore the Income Tracker dashboard
Customize Forms
Design the look and feel of forms such as invoices or purchase orders
Customize your client’s sales form layout
Use the layout designer
Copy form designs across your client’s business
Download templates
Time-Saving Tricks
Organize your client’s activities on the QuickBooks calendar
Locate specific transactions with the Find button
Search for information within a transaction
Find information within the Customer, Vendor, and Employee Centers
Create templates for common transactions
Memorize transactions for QuickBooks to enter for you
Edit schedules for memorized transactions
Batch enter transactions
Sales Tax
Set up sales tax items, preferences, and codes
Assign tax codes to items and customers
Charge sales tax on an invoice or sales receipt
Monitor the sales tax your clients collect from customers
Adjust the sales taxes your client owes
Record sales tax payments
Topics for Accountants
Change account types
Use the QuickBooks Statement Writer to generate presentation-worthy report packages
Generate reports on your client’s account activity
Combine financial statements from different companies
Utilize the working trial balance
Vendors & Expenses
Set up your client’s Vendors list
Learn the benefits of tracking Accounts Payable
Turn on time-saving preferences for purchases and vendors
Track what your client owes vendors with bills
Review and pay unpaid bills
Write and print checks
Record debit card and other electronic transactions
Setup and use credit cards charges
Record credit card payments
Enter and apply vendor credits and refunds
Run reports on Accounts Payable and Expenses
Banking & Reconciliation
Set up QuickBooks to automatically download banking statements (Bank Feeds)
Add and match transactions from the bank feed
Create rules to automatically rename or enter transactions in the bank feed
Understand the importance of reconciling your client’s bank account to QuickBooks
Reconcile your client’s bank account
Find and fix errors in a bank reconciliation
Learn how and when to void or delete a check
Find missing checks with the Missing Checks report
Tricky Transactions
Record Non-sufficient Funds (NSF) or bounced checks
Enter customer prepayments and deposits
Payroll Setup
Walk through payroll setup step-by-step
Schedule how often your client pays employees
Determine the payroll preferences that work for your client
Add and edit payroll items such as compensation, deductions, and company contributions
Add employees
Enter employee payroll and tax information
Track sick and vacation time for employees
Time Tracking
Set up time tracking
Enter time on weekly timesheets
Track subcontractors’ time
Invoice customers for time
Run productivity reports
Run Payroll
Create paychecks for employees
Print paychecks and pay stubs
Pay taxes and other liabilities such as health insurance and retirement contributions
Generate a 941 form to file with the IRS
Run payroll reports
Multi-User & Security Features
Install QuickBooks for multi-user
Assign an administrator user for your client’s company
Set up new users
Set up and assign roles to users
Turn on mutli-user mode for users to work in the company at the same time
Compare permitted and restricted actions between mutli- and single-user modes
Discover user-specific preferences
Monitor user activity with the audit trail
Work with Reports
Explore the Reports Center
Customize the columns on reports
Edit the Header/Footer of a report
Change the fonts and numbers on reports
Filter reports to see just the information you need
Sort reports by different variables such as by date, customer, or item
Determine the reports preferences for your client’s company
Save custom reports to run again in the future
Organize frequently-run reports in groups to save time
Export reports to Excel
Discover the best practices for working with QuickBooks reports in Excel
File Maintenance
Backup your QuickBooks data
Restore a QuickBooks backup
Update QuickBooks for bug fixes and improvements
Keep QuickBooks updated with automatic updates
Year-End Procedures
Learn how to close your client’s books
Discover common year-end tasks to maintain your client’s books
Restrict users’ access to previous years’ data
See how clients send financial information to you
See how clients incorporate your changes
Inventory
Explore the Inventory Center
Learn how the purchasing cycle helps track inventory
Monitor inventory levels with the Inventory Stock Status report
Record purchase orders
Generate Automatic Purchase Orders
Receive inventory with a bill
Pay bills
Prevent overselling inventory
Explore the Enhanced Inventory Receiving feature
Use the Physical Inventory Worksheet to count inventory
Adjust inventory to match physical counts or correct errors
Mastering QuickBooks Desktop for Accountants Level 2
Overview
How ProAdvisors help with QuickBooks
QuickBooks Editions
QuickBooks’ user & list limitations
Setup Issues & Fixes
Should your client start over?
Set up a new company in QuickBooks
Set up a new company from an existing file
Customize setup for your client’s business step-by-step
Set your client’s start date
Enter opening balances for your client’s accounts
Set up Accounts Receivable, Accounts Payable, credit cards, loans, equity, and bank accounts
Complete Payroll Setup Interview
Edit beginning balances and start dates
Customize QuickBooks
Adjust preferences to match how your client uses QuickBooks
Customize quick access icons to your most-used features
Use custom fields to track additional information about customers, vendors, and employees
Run reports that use data from custom fields
Turn on (or off!) account numbers
Track the income & expenses for different divisions of your client’s business with Classes
Run reports sorted by Class
Items & Inventory
Compare purchases with expense accounts to inventory purchases
Explore limitations of inventory items
Adjust inventory when your client donates inventory, or gives away promotional items
Compare when to use Inventory Assemblies vs. Group items
Set up group items to record sales of items your client sells together often
Set up Inventory Assemblies to record sales of items your client builds from other inventory items
Record when your client uses inventory parts to build other inventory items
Define the units of measure of your client’s inventory sales and purchases
Sales Transactions, Tricks, & Workarounds
Send customers estimates for future work
Create an invoice from an estimate
Use price levels to customize pricing for specific customers or items
Track backorders and future sales with Sales Orders
Run Sales Order reports
Save time with batch invoicing
Use billable costs to invoice customers for expenses
Set up and track multiple sales tax rates
Find & fix errors with sales tax payments, missing invoices, and Accounts Receivable aging
Record prepayments/downpayments/deposits from customers
Write off old, unpaid invoices as Bad Debt
Record under- and overpayments from customers
Transfer customer credits between customers
Manage multiple Accounts Receivable accounts
Learn tips, tricks, and best practices for recording retail sales
Purchase Transactions, Tricks, & Workarounds
Record fixed asset purchases such as a car or building
Track interest, loan payments, and loan balances with the Loan Manager
Create and record purchases from a Line of Credit
Fix reconciliation balance discrepancies
Fix errors with bill payments to vendors
Track expenses paid with petty cash in QuickBooks
Generate 1099s (and 1096s) for contractors in QuickBooks
Record purchases made with employee or owner’s personal funds
Accurately record and track prepaid expenses such as insurance
Enter prepayments/deposits paid to vendors
Create a report to track prepayments made to vendors
Enter a refund from a vendor
Apply an open customer balance to an open vendor balance
Void checks written in closed accounting periods (like a prior tax year)
Use the Cash Flow Projector to monitor your client’s available cash
Payroll Transactions, Tricks, & Workarounds
Add and edit payroll items to track compensation, deductions, and company contributions
Create custom payroll items such as state tax withholdings
Decide where to see payroll expenses on the Profit & Loss statement
Assign additional payroll costs such as benefits/tax expenses to a customer job
Assign an employee’s salary to specific customer jobs
Record and track an employee loan and repayment
Record payroll costs to which the company and employee both contribute
Set up and track a workers compensation policy
Enter the net pay for an employee to calculate their gross pay
Run advanced Payroll reports
Mastering QuickBooks Reporting
Set up budgets and forecasts
Build reports from scratch
Filter reports to see just the information you need
Troubleshoot report filters
Learn advanced reporting tricks to get the most out of your reports
Discover report shortcuts to save you time
Schedule reports to send to others (or yourself) automatically
Develop insight into how Quickbooks builds reports
Utilize little-known, built-in data fields for powerful reports on customers, vendors, and items
Use Excel to boost your QuickBooks reports
Create charts/graphs from QuickBooks reports in Excel
Combine reports from multiple companies with Excel
Use the QuickBooks Statement Writer to generate presentation-worthy report packages
Advanced File Maintenance
Schedule backups to protect your data
Discover the benefits of using the Condense Data feature
Learn tricks to improve the QuickBooks file’s performance
Fix corrupted data with the Verify/Rebuild feature
Move a company file to a new device
Import and Export Data
Transfer information between QuickBooks files
Export/Import lists of customers, vendors, employees, items, or accounts
Export/Import form templates
Export/Import customized reports
Export/Import to/from other programs
Discover and manage applications that connect with QuickBooks
Import Excel lists
Enter multiple items/customers/vendors on a list with the Add/Edit Multiple List Entries feature
Send information Between Client/Accountant
Discover how journal entries work with QuickBooks
Send Journal Entries to clients
Explore when and why you might make journal entries
Learn common year-end procedures to maintain your books
Receive your client’s file with the Accountant’s Copy feature
Discover how your client sends their file, and accepts your changes
Discover how clients import your General Journal Entries to their QuickBooks file
Learn an improved year-end closing entry favored by many accountants
Find changes made in previous years that may affect the reliability of your data
Tackle advanced reporting problems
Multicurrency
Understand the multicurrency preferences
Activate the currencies your client’s company works with
Set and update exchange rates
Assign a foreign currency to customers
Set price levels for foreign currency customers
Invoice foregin currency customers
Receive payments from foreign currency customers
Manage realized and unrealized gains and losses on reports
Make adjustments on reports for your client’s home currency
Mastering Accounting Basics
Accounting Basics
Define accounting for small businesses
Explore why you need accounting
Understand financial statements
Discover the history of double-entry accounting
Debits and Credits: The essence of accounting
Principles of Accounting
Introduction to Accounting Principles
The Reporting Principle
The Reliability Principle
The Comparability Principle
The Cost Principle
The Revenue Principle
The Matching Principle
Apply accounting principles to the real world
Accounting Basics in QuickBooks
Understand the Balance Sheet and Profit & Loss Statement
Discover the types of accounts in QuickBooks
Set up the Chart of Accounts
Compare management and financial reporting
Organize accounts with subaccounts
Learn techniques to review account details
Transactions
Explore the debits/credits for common QuickBooks transactions
Enter common QuickBooks transactions to see their effect on financial statements
Create a journal entry to directly affect debits/credits in QuickBooks
Account for depreciation of assets
Review Numbers
Basic review techniques
Investigate errors with QuickZoom
Reconcile accounts to external documentation
Verify numbers on key reports
Check Accounts Receivable, Accounts Payable, and Inventory balances
Analyze & Interpret Data
Interpret your financial statements
Analyze trends in your data
View variable expenses as a percent of income
Understand and use key financial ratios
The Accounting Cycle
Discover the importance of the accounting cycle
Protect your data with a daily backup
Review and pay bills
Monitor Accounts Receivable
Complete accounting tasks for specific pay periods
Run quarterly reports
Make year-end entries
Close the books
Restrict access to closed periods
Work with your Accountant
Improve communication with your accountant
Create a client/accountant agreement
Get tips & tricks on getting information to your accountant
Work with your accountant using the Accountant’s Copy
Run reports for your accountant
Advanced Accounting Concepts
Use account numbers
Segment financial statements with classes
Set up budgets and forecasts
Compare cash and accrual accounting
Run reports to monitor cash flow
Accounting Workarounds
Learn the purpose of the Retained Earnings account
See QuickBooks’ default year-end entry
Use a workaround for a more detailed year-end entry
Find changes to prior transactions
Explore unique report issues
Mastering QuickBooks Payroll
Get Started
Explore the payroll cycle from start to finish
Discover what you need to set up payroll
Distinguish between subcontractors and employees
Find valuable resources for running payroll
Set Up
Walk through the payroll interview screen-by-screen
Define the ways you pay your employees
Record employee benefits such as health insurance and retirement
Calculate vacation/sick time accruals
Store employee information such as addresses and important documentation
Ensure you withhold appropriate taxes
Enter year-to-date information for employees
Discover which payroll preferences work best for your company
Allow employees to view their pay information online
Schedule when you pay employees
Running Payroll
Entering employee time
Running employee productivity reports
Preparing employee paychecks
Printing & modifying paychecks
Printing employee paystubs
Running payroll reports
Exporting payroll data to Microsoft Excel
Later Changes to Payroll
Discover why you might need to add new payroll items after setup
Add additional employees
Customize employee pay, taxes, and vacation/sick time accruals
Set up new payroll items
Time Tracking
Set up time tracking
Enter time on weekly timesheets
Track subcontractors’ time
Invoice customers for time
Run productivity reports
The Payroll Cycle
Create paychecks
Print paychecks and paystubs
Pay taxes and other liabilities such as health insurance and retirement contributions
Tasks for Quarter-End & Year-End
Generate a 941 form to file with the IRS
Generate State Unemployment forms
Generate a 940 form to file with the IRS
Create W-2s and W-3s
Explore the best payroll reports
Summarize payroll data in Excel
Common Transactions in Payroll
Enter the net pay for an employee to calculate their gross pay
Record a termination check
Garnish an employee’s wages
Set up sales reps to track commissions
Pay sales rep commissions
Void paychecks
Create custom payroll items such as state tax withholdings
Deposit a refund from a tax agency
Discover why and how to adjust what you owe in taxes or other liabilities
Set up and track a workers compensation policy
Payroll Tips, Tricks, and Workarounds
Record payroll costs to which the company and employee both contribute
Decide where you see payroll expenses on your Profit & Loss statement
Assign additional payroll costs such as benefits/tax expenses to a customer job
Assign an employee’s salary to specific customer jobs
Record and track an employee loan and repayment
Mastering Word & Excel
Introduction to Excel
Learn what you see on screen
Explore the structure of an Excel file
Discover how to get additional support in Excel
Get tips for exporting QuickBooks information to Excel
Import Reports from QuickBooks into Excel
Send a report to a new Excel file
Update an existing Excel file with information from QuickBooks
Organize and Name worksheets in a file
Align rows across worksheets for better calculations
Delete unused worksheets
Insert additional sheets in a file
Distinguish between tabs with tab colors
Cells, Columns, & Rows
Show report titles in Excel
Move, center, and merge cells
Enter data
Edit data
Learn tricks for selecting non-adjacent data
Delete unnecessary columns and rows
Use auto-fit to save time formatting rows/columns
Formatting Excel
Change fonts and cell colors
Learn a shortcut to copy formatting to other cells
Emphasize information with cell borders
Discover how the Merge & Center tool helps create titles
Explore types of cell formats
Change how dollar amounts appear in a cell
Learn tips & tricks to view information efficiently
Comment on data in a spreadsheet
Calculations & Formulas
Create and edit basic calculations
Discover how cell references improve your formulas
Automatically total a range of cells with AutoSum
Use an array formula for more complex calculations
Learn how formulas come over from QuickBooks
Create formulas to analyze information across multiple spreadsheets
Proof formulas with the formula checker
Summarize Data in Excel
Sort data within a spreadsheet
Add counts to your data to better summarize information
Enter a formula to calculate the average and median of your data
Use the AutoOutline feature to collapse data for a succinct summary
Filter data quickly in Excel
Prepare, create, and format Pivot Tables
Use Pivot tables to create charts
Analyze/Interpret Data in Excel
Use Excel techniques to answer abstract questions
Forecast sales with the What If? feature
Determine data-based goals with the Goal Seek feature
Solve Real World Problems with Excel
Use Excel to speed up your reconciliations
Calculate sales commissions with sales data from QuickBooks
Create graphs with QuickBooks data
Use templates to generate loan amortization schedules
Learn tricks for importing data from Excel to QuickBooks
Customize Excel
Create a seamless look and feel with a default font
Customize the Quick Access toolbar
Reset the default settings
Hide the tool ribbon to declutter your screen
Learn tips to secure data in Excel
Save Time in Excel
Automate tasks in Excel with Macros
Use keyboard shortcuts
Learn the best printing techniques for spreadsheets
Introduction to Word
Learn what you see on screen
Explore what Word will help you do
Discover how to get additional support in Word
Navigate within a word document
Send QuickBooks Letters with Word
Write collection letters
Address and print envelopes with info from QuickBooks
Fix missing information errors
Create a letter from scratch
Save letters as templates
Customize existing templates
Organize templates
Send an Invoice to Word
Manage Documents
Discover differences between QuickBooks files and Word documents
Learn where QuickBooks stores letter templates
Save, open, and delete Word documents
Set up AutoSave
Recover documents from AutoSave
Basic Word Techniques
Type and edit text
Select and move blocks of text
Cut, copy, & paste text
Learn methods to delete text
Explore the spelling and grammar checker features
Format Documents
Change how words appear
Copy formatting across different sections of text
Organize text with bullets & numbers
Format paragraphs
Use borders & shading to enhance text
Create & use default text styles
Adjust margins
Insert page numbers
Document Objects
Create your own letterhead
Add a watermark
Insert symbols and images
Resize and position objects
Create Word Art
Use the AutoShapes feature to add shapes
Separate text with Text Boxes
Create and edit a table
Add an Excel table
Insert a file into a blank document
Create hyperlinks between documents, websites, and spreadsheets
Print Documents
Select a previously installed printer
Adjust margins
Switch between portrait and landscape orientations
Preview documents before printing
Print only selected pages
Print multiple pages per sheet
Customize Word
Create a seamless look and feel with a default font
Turn off the paste options feature
Customize the Quick Access toolbar
Reset the default settings
Password protect documents
Track, accept, or reject changes to your document
Save Time in Word
Use keyboard shortcuts
Learn how autocorrect saves you time
Discover shortcut menus
Use the Word Count tool
Find & replace specific words in a document
Access built-in reference tools
Utilize built-in templates for common business documents
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 an email to office@quickbookstraining.com within 30 days of your purchase and you will receive a full refund. We stand behind our classes. No hassle. No question.

Please note: If you use the Intuit QuickBooks Certification voucher before the refund, we will deduct $156 (cost of voucher) from your refund.
What is certification and how do I get it?
Students can validate their QuickBooks knowledge by becoming an Intuit QuickBooks Certified User (QBCU). This test is offered at Universities and technical schools and costs $156 for individuals to take. BUT it’s FREE if you enroll in Mastering QuickBooks Level 1 (included in this bundle)! This is a MUST-HAVE for anyone who uses QuickBooks (and wants to prove they can) in their career. This course also includes a 200-page pdf study manual, test prep materials, and a practice test to help you prepare!
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

We know you'll love our QuickBooks training and we stand behind it 100%. See refund and cancellation details.
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QuickBooks training near your location

United States

Refund and cancellation policies

Live classes To cancel your seat in a live class, please notify us at office@quickbookstraining.com before the first day of your class and you'll receive a full refund. If you attend class and it doesn't meet your expectations, just let your instructor know by the end of the first day of class. Then, you'll receive a full refund. Please note... we do not provide refunds if you don’t attend class. We will, however, keep your credit so that you may attend another class in the future.

Self-paced courses If you're not satisfied for any reason, please send an email to office@quickbookstraining.com within 30 days of purchase and you’ll receive a full refund.

Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

VIP Membership To cancel your membership, please send an email to office@quickbookstraining.com within 30 days of purchase and you'll receive a full refund. Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

After 30 days, we'll stop your monthly subscription for live services (these include weekly live classes, Q&A sessions, and "ask the instructor") but you can keep your access to the entire learning library (including all updates to those courses).

Use of QuickBooks Certification Voucher before refund If your purchase includes a voucher code ($156 value) to take the Intuit QuickBooks Certified User exam, you will lose this voucher if you refund your purchase within 30 days. If you've already registered for the test or taken the test within 30 days, and request a refund, we will deduct the cost of the voucher ($156) from your refund.