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| Certifications |  V7,  2007 |  2008, 2007,2006, 2005, 2004, 2003 |  V6, V5 , V4, V3,
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| | QuickBooks TrainingforQuickBooks Users and Accountants | Our QuickBooks training for QuickBooks Users and Accountants are geared specifically for those who want to become more adapt in working with QuickBooks and for Accountants who want to better serve their QuickBooks Clients. Learn how to make more money by providing training and consulting work for the most popular accounting software program used by small and medium size businesses.
Stay current on QuickBooks Software to maximize your skill. Get trained in most popular accounting software used by 80% of small and medium size businesses, that are constantly gaining it's market share. Whether youre an accountant, financial or officer, your practice and your company will benefit from you attending our QuickBooks training seminars. We offer a variety of QuickBooks training seminars designed to meet the training needs of financial and business professionals of all skill levels. Our training are delivered in many ways to best suite your individual company needs: in house (at your business location, live seminar, Web based, interactive classes) our classes are limited to 20 person per class so that attention is given to your particular needs.
|  Contact us to Schedule Your In House Training
| Training Course description | The "QuickBooks Getting Started" Course |
This introductory course is for those who have very little or no experience working with these popular accounting programs. It is also a good refresher course for those who would like to know if their clients' software is properly setup and can be useful to those who want to help their clients implement new features not currently being used. This one-day course covers the following topics:
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| | | Installation, Setup and Customize Options | | |  | Installation of the software | | Setting up company information, accounting methods, accounting periods and posting methods | | Setting up program preferences and options | | Navigating around the program and using keyboard shortcuts | | Defining the purpose of a chart of accounts and customizing the chart of accounts | | Setting up customers and vendors | | Setting up classes why and how to use them | | Setting up jobs for customers why and how to use them | | Setting up sales taxes | | Setting up inventory items and groups | | Setting up employees | | Setting up payroll taxes, payroll items and payroll deductions |
| | | Processing Customer Transactions | | | | Creating quotes and estimates for customers and clients | | Creating customer invoices, sales receipts, and credit memos | | Invoicing customers for employee and subcontractor time and other costs | | Posting customer payments and making deposits | | Recording finance charges and preparing customer statements |
| | | Processing Vendor Transactions | | | | Creating purchase orders, receiving inventory and recording inventory adjustments | | Record vendor invoices and credit card transactions | | Paying vendor bills and credit card statements |
| | | Processing Payroll Transactions | | | | Using time tracking for payroll | | Processing paychecks | | Computing and making payroll tax deposits | | Computing payroll tax liabilities and preparing payroll tax reports |
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| The "Mastering QuickBooks" Course I | | | This course is designed for those who have taken the "Getting Started & Processing" course or for those who have been working with these programs a while but want to take their knowledge of the software to the next level. This one-day course covers the following topics:
| | | QuickBooks Remote Access | | | | Performing accounting and consulting services remotely QuickBooks Remote Access | | Internet-based accounting applications QuickBooks Online Edition | | Emailing client data files |
| | | Consulting Tools Tips and Tricks! | | | | Avoiding commonly made mistakes | | Setting up users and passwords to limit access to specific parts of the program | | Things you can do to speed up your processing and considerations for operating on a network | | E-mailing customer invoices and payment reminders | | Setting up and using tasks, events and due dates | | Troubleshooting techniques, getting help when in a jam and fixing damaged data files |
| | | New Features and Product Comparisons | | | | Learn all of the new features in the latest versions of the software | | Learn the differences in the various products with a side-by-side comparison |
| | | Customizing Forms & Reports | | | | Using the QuickBooks Financial Statement Reporter NEW Program! | | Using the QuickBooks Expert Analysis Tool NEW Feature! | | Using the QuickBooks Business Plan Tool! - NEW Feature! | | Customizing financial statements, using report groups. processing multiple reports at one time | | Customizing reports, memorizing reports and using reports with Microsoft Excel | | Importing and exporting customers, vendors, employees and inventory items | | Setting up and using custom fields for customers, vendors, employees and inventory | | Customizing business forms, adding logos to customer invoices, purchase orders, packing lists | | Creating and memorizing custom letters and forms for customers, letters and employees |
| | | Handling Tricky Transactions and Periodic Processing | | | | Using sales receipts versus sales invoices | | Accounting for customer deposits and down payments | | Handling customer overpayments, applying credit memos and processing refunds to customers | | Handling returned checks and charging customers a returned-check fee | | The most efficient way to enter customer bad debts in accounts receivable and general ledger | | Memorizing customer quotes, estimates and invoices | | Setting up and posting recurring customer invoices | | How to void checks written in a prior year (after tax returns have already been prepared) | | Recording payments received by credit cards | | Setting up and posting recurring vendor invoices | | Adjusting and paying payroll tax liabilities | | Setting up and tracking employee loans and garnishments | | Obtaining additional payroll reports by exporting payroll information to Excel (QuickBooks Only) | | Adjusting general ledger balances, closing accounts and other year-end considerations | | Purging inactive customers, vendors inventory items and old transactions |
| | | | QuickBooks Point of Sale Course | This introductory course is for those who have very little or no experience working with QuickBooks Point of Sale software. It is also a good refresher course for those who would like to know if the software is properly setup and can be useful to those who want to implement new features not currently being used and want to take their knowledge of the soft ware to the next level.
This two-day course covers the following topics:
| | POS Fundamentals: | | QB Point of Sale Preferences | | Logging In/Out | | Working with Record Lists. | | Viewing and Navigating Lists | | Working in Form View.. | | Data Entry Basics | | Searching for Records or Documents | | Listing Special Order Items on Documents (Pro) | | Editing Listed Items | | Handling Prices and Discounts | | Using Price Levels | | Using Price Manager to Mark Down Prices | | Giving Price Discounts at Time of Sale | | Tracking Item Quantities and Costs | | Sales Tax Codes | | Sales Tax Categories | | Item Identifiers, Item Numbers, Using UPCs and Alternate Lookups | | Using Bar Codes and Scanners | | Serial Number Tracking (Pro and above) |
| | | | QuickBooks Point of Sale Advance Course | | | Managing your business more effectively with POS | | Setting Company POS Preferences | | Departments & Vendors | | Managing Inventory | | Purchasing | | Receiving | | Customers | | Recording Sales & Returns | | Customer Orders | | End of Day Procedures | | Reports & Sales Charts | | Employees & Security | | Managing Multiple Stores | | Financial Exchange with QuickBooks | | Working with POS in Multi-Store Environment |
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