Telephone: 630-618-6008
QuickBooks Seminar Style – In Person Class- Naperville,IL
Location:
Naperville Executive Center
1555 Naperville/Wheaton Rd Suite 206A
Naperville, IL 60563
Register Today !
Wed: call for dates : Beg-Interm – 9am-5pm $ 279 per person
Thurs: call for dates : Advance Class – 9am- 5pm $ 279 per person
For Both days $549.00
Introducing QuickBooks
· Getting around in QuickBooks
· All the accounting you need to know
· Exiting QuickBooks
· Moving between company files
Setting up QuickBooks
· Creating a QuickBooks company
· Entering company info
· Customizing QuickBooks for your business
· Setting up your business accounting
· Completing company file setup
· Getting help while using QuickBooks
Working with lists
· Using QuickBooks lists
· Editing the chart of accounts
· Working with the Customers & Jobs list
· Working with the Employee Center
· Working with the Vendor Center
· Adding custom fields
· Managing lists
Working with bank accounts
· Writing a QuickBooks check
· Using bank account registers
· Entering a handwritten check
· Transferring money between accounts
· Reconciling checking accounts
Using other accounts in QuickBooks
· Other account types in QuickBooks
· Tracking credit card transactions
· Working with asset accounts
· Working with liability accounts
· Understanding equity accounts
Entering sales information
· Using sales forms in QuickBooks
· Filling in a sales form
· Memorizing a sale
· Entering a new service item
· Using multiple price levels
· Reminding customers of overdue payments
· Processing sales orders
· Tracking backorders
Receiving payments and making deposits
· Recording customer payments
· Making deposits
Entering and paying bills
· Handling bills in QuickBooks
· Using QuickBooks for accounts payable
· Entering and Paying bills
Advance Class: Time : 9am-5pm
Analyzing financial data
· Reports and graphs help you understand your business
· Creating QuickReports
· Creating and customizing preset reports
· Saving report settings
· Printing reports
· Exporting reports to Microsoft
· Creating QuickInsight graphs
Setting up inventory
· Turning on the inventory feature
· Entering products into inventory
· Ordering products
· Receiving inventory
· Entering a bill for inventory
· Manually adjusting inventory
· Tracking finished goods
· Tracking and paying sales tax
Overview of sales tax in QuickBooks
· Setting up your tax rates and agencies
· Applying tax to each sale
· Determining what you owe
· Paying your tax agencies
Doing payroll with QuickBooks
· Overview of payroll tracking
· Setting up for payroll
· Setting up employee payroll information
· Writing a paycheck
· Tracking your tax liabilities
· Paying payroll taxes
Creating jobs and estimates
· Estimating and progress invoicing
· Writing an estimate
· Creating multiple estimates
· Creating an invoice from an estimate
· Displaying reports for estimates
· Updating job status
· Tracking time and mileage
· Invoicing a customer for time and mileage
· Displaying project reports for time tracking
· Paying nonemployees for time worked
· Customizing forms and writing
· QuickBooks Letters
· About QuickBooks forms
· Customizing invoices
· Designing custom layouts for forms
For 1-on-1 Customized Training Click here
Certificate of Completion
All Attendees of our classes will receive a Certificate of Completion for the classes attended.
Disclaimer: This certificate is not for CPE credits.
Cancellation Policy:
All Cancellations must be received by calling Tel 630-618-6008 or email 72 hours before scheduled Training date.
If received 24 hours before Training a credit memo will be issued and applied towards a future date. We will reschedule Training up to 2 more future dates.
Register for Both Beg-Interm & Advance and save
Both: $549 per person.