BREEZE THROUGH YOUR ACCOUNTING
WITH CONFIDENCE AND EASE!
Be a confident QuickBooks user.
Don’t waste time with trial and error. Discover how QuickBooks will help
you manage and understand how well your business is doing. Don’t give up
on yourself if you haven’t been able to learn the program or are having
difficulty understanding how it works. These courses are designed to walk
you through the steps to enter your data easily and efficiently so you
can get back to your main business priority… making money!
Getting Started
Course
Description:
This course is for new users. It
will show you how to setup your QuickBooks file to suit your company’s
specific needs. Learn how to setup the accounts necessary for you to track
income and expenses. Basic help will be provided to enter data in the appropriate
account including Petty Cash, Bank Accounts, Credit Cards and Equity Transactions.
Objectives:
1. Creating QuickBooks Company
2. Entering Account Balances
3. Chart of Accounts
4. Working With Lists
5. Bank Registers, writing checks,
transfers, reconcile account
6. Making Bank Deposits
7. Enter Sales Information
8. Receiving Customer Payments
9. Entering and Paying Vendor Bills
General Operations
Course
Description:
This course will show you how to
make basic operational entries, such as keeping track of sales and overdue
invoices, how to handle customer payments and paying vendor bills. Also
you will learn how to easily set client pricing and job profitability reports.
Objectives:
1. Working With Lists
2. Enter Sales Information
3. Multiple price levels
4. Creating invoice letters
5. Receiving Customer Payments
6. Bank Registers, writing checks,
transfers, reconcile account
7. Making Bank Deposits
8. Entering and Paying Vendor Bills
9. Estimating and Progress Invoicing
10. Job Progress and Updating Job
Status
Analyzing Information
Course
Description:
This course is designed for those
who are already be familiar with QuickBooks and would like to learn
how to use Balance Sheet accounts, as well as customize QuickBooks for
your company. We will review reports for better business management decisions.
Objectives:
1. Using Other QuickBooks Accounts
2. Credit Card Transactions and
Reconcile Accounts
3. Setting up Asset accounts
4. Working with Liability accounts
5. Understanding Equity Accounts
6. Analyzing Reports and graphs
7. Creating custom reports
8. Customizing Invoices
9. Designing custom layouts for
forms
10. Using QuickBooks Letters
11. Tips and Tricks
Inventory / Sales Tax
Course
Description:
The course is specifically tailored
for those companies that sell products and need to keep track of inventory.
The lesson will include information on how to setup inventory, keeping
track of purchase orders as well as how to charge and pay sales tax using
PA’s online E-tides system.
Objectives:
1. Setting up Inventory
2. Entering Products
3. Ordering Products
4. Receiving Inventory
5. Enter bill for Inventory
6. Tracking finished Goods
7. Using Units of Measure
8. Tracking and Paying Sales Tax
9. Setting up tax rates and agencies
10. Applying tax to each Sale
11. Determining what you owe
12. E-tides demonstration, paying
sales tax online
Payroll
Course
Description:
This course is for anyone who is
using QuickBooks Payroll Program, designed for PC users. You will learn
how to setup employee records, collect tax information from employees,
how to track employee time, process payroll checks and pay your tax liabilities.
Also included will be useful information regarding tax deadlines and how
to pay your taxes online.
Objectives:
1. Employee Center
2. Tracking Employee Time
3. Invoicing for time and expenses
4. Setting up payroll
5. Running Payroll Schedule
6. Track your Tax Liabilities
7. Paying Payroll Taxes/when they’re
due
8. EFTPS/E-tides demonstration,
paying taxes online
Curriculum is subject to
change depending on class time and interest.
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