training services
QUICKBOOKS ONLINE
Learn to manage the financial aspects of your small business quickly and efficiently with this powerful accounting software program.
QuickBooks is designed especially for the small-to-mid sized-business owner who needs a fully functional accounting system that’s also easy to use.
You’ll gain experience as you master the tools you need to set up a chart of accounts; reconcile your checking account; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates, and generate reports.
Whether you’re new to QuickBooks or have already used earlier versions of this accounting software program, this course will empower you to take control of the financial accounting for your business.
We offer several training programs which you can choose from to get you started.
Here’s a quick overview of our plans:
INTRO
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Getting Started and Setting Up QuickBooks
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Differences between QuickBooks desktop and QuickBooks Online
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What version of QuickBooks Online is right for you?
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Setting up your Company account
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Online banking setup
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Credit card setup
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Moving around QuickBooks Online the fast and easy way!
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Getting help FAST!
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Accounting Basics
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Definition of Accounting from a small business perspective
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Financial statements…what are they?
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The balance sheet and profit & loss statement
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Using Cash vs. Accrual accounting
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Your numbers tell the entire story
BEGINNERS
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Customizing QuickBooks (make QuickBooks REALLY work for you!)
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Setting Up the Chart of Accounts
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Importing Banking Transactions
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Setting up the Products and Services List
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Setting Up Customers and Vendors
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Managing Sales, Income and Create and Send Invoices
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Create Estimates (Quotes or Bids)
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Managing, Entering and Paying Bills and Expenses
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Write & Print Checks in QuickBooks Online
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Understanding and setting up Receipts Capture
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Managing Banking Transactions
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Reconciling Checking and Business Credit Card Accounts
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Generating and Setting up Reports
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Accounts Receivable and Accounts Payable Aging Reports
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Understanding, setting up and using Tags
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Mileage and Reporting for Tax Purposes
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Understanding and modifying Reports
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Customizing QuickBooks (make QuickBooks REALLY work for you!)
INTERMEDIATE
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Purchasing: bills, bill payments, checks, expenses, credit memos and tracking accounts payable
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Sales Taxes: set up, adjust, and pay
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Banking and Rules
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Banking: bank reconciliation and locating discrepancies
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Entering general journal entries
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Payroll - Establishing Payroll settings
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Setting up Employees
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Customizing Reports and Report Titles
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Using classes (for departments, locations, etc.)
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Sales Transactions, Tricks, and Workarounds
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Finding and fixing typical errors
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Tracking and issuing 1099's
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What is the accounting cycle and why is it important?
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Closing the books
ADVANCED
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Settin up and running Payroll
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Setting up and running Inventory
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Managing Users
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Audit tool
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Assessment of current books
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Implement Quickbooks Online
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Set up all elements of QuickBooks Accounting
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Troubleshooting typical errors in QuickBooks
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Setting up and running Bill Payments in QB
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Getting ready for yearly taxes