Next 2-Day QuickBooks Desktop Course in Doral, FL:
No dates scheduled yet
(Tentative date pending COVID-19 Guidance, Maximum 10 people)

             

                                 

Designed for students with little-to-no QuickBooks Desktop experience.

Topics:

1.     Getting Started (Chapters 1 and 2) 

2.     Working with the Chart of Accounts (Chapter 3)

3.     Setting Up New Customers and Vendors (Chapter 4)

4.     Setting Up Items (Chapter 5)

5.     Customer Transactions: Estimates, Invoices, and Customer Payments (Chapter  10 & 13)

6.     Vendor Transactions: Purchase Orders, Bills, and Pay Bills (Chapter 9)

7.     Working with the Banks (Chapter 14)

8.     Analyzing Financial Reports (Chapters 17 and 21, and 23)

9.     Account Reconciliation (Chapter 15)

10.     Managing Customers and Accounts Receivables (Chapter 13)

10.     Managing Vendors and Accounts Payable (Chapter 9)

11.     Customizing Forms (chapter 6, 5, and 9)

12.     QuickBooks Shortcuts and Timesavers (Chapter 12)

 

Classes are taught in our state-of-the-art training facility in Doral, FL.  All Attendees will have their own workstation to practice while the trainer shows step by step on the screen.  This course is taught by Hector Garcia, CPA and  Advanced QuickBooks ProAdvisor

 

Hector Garcia CPA QuickBooks

 

 

 

Here is a preview of the content covered in the class:

 

 

To sign up, call 954-414-1524 or scroll to the bottom to pay via Credit Card through PayPal

With our 2- Day program with a certificate of completion priced at $447, you save and have a credential for future employment.

Please note that by taking our live course, you will receive a Certificate of Completion, it is not a license or official certification* from the manufacturer (See bellow)

If you are a business owner, our certificate program will teach you all the functions that can help you run your own business.  If you are a bookkeeper, our Certification program can prove to your current or future employer that you took this 2-Day PRACTICAL QuickBooks training program and learned all the concepts that we teach and show you how to work within QuickBooks Accounting software.  There will be an “open book” exam at the end clarifying all the most important QuickBooks, Bookkeeping, and Accounting concepts highlighted in our curriculum.  View these sample questions, to see the concepts to be covered in our course.

In our most current class we cover QuickBooks  2014, 2015, and 2016 topics.  The Book we use is QuickBooks 2016 The Missing Manual:

  imgres <—-Download Sample
of this Book

Our 2-Day Certificate class will give you a link to downloading the PDF version of the QuickBooks 2016-2018 – The Missing Manual which contains these topics (although they will not all be covered in the class):

Chapter 1 Creating a Company File Converting from Another Program to QuickBooks, Opening an Existing Company File, What’s Next?, Modifying Company Info, Creating a Company File, Before You Create a Company File, Opening QuickBooks
Chapter 2 Getting Around in QuickBooks Switching Among Open Windows, Menus and the Icon Bars, Your Financial Calendar, The Company Snapshot, The Home Page, .
Chapter 3 Setting Up a Chart of Accounts Merging Accounts, Hiding and Deleting Accounts, Modifying Accounts, Creating Accounts and Subaccounts, Planning the Chart of Accounts, Acquiring a Chart of Accounts, .
Chapter 4 Setting Up Customers, Jobs, and Vendors Tracking To-Dos, Data Entry Shortcuts, Setting Up Vendors, Hiding and Deleting Customers, Merging Customer Records, Working with Leads, Adding Notes, Categorizing Customers and Jobs, Modifying Customer and Job Information, Creating Jobs in QuickBooks, Creating Customers in QuickBooks, .
Chapter 5 Setting Up Items Hiding and Deleting Items, Modifying Items, Setting Up Sales Tax, Other Types of Items, Product Items, Service Items, Creating Items, Planning Your Items, Should You Track Inventory with Items?, When You Don’t Need Items, What Items Do, .
Chapter 6 Setting Up Other QuickBooks Lists Printing Lists, Sorting Lists, Hiding and Deleting List Entries, Creating and Editing List Entries, Fixed Asset Items, Customer and Vendor Profile Lists, Price Levels, Categorizing with Classes, .
Chapter 7 Managing QuickBooks Files Bookkeeping, Cleaning Up after Deleting Files, Condensing Data, Verifying Your QuickBooks Data, Sending Company Files to Others, Restoring Backups, Backing Up Files, Switching Between Multi- and Single-User Mode, .
Chapter 8 Tracking Time and Mileage Generating Mileage Reports, Tracking Mileage, Running Time Reports, Entering Time in QuickBooks, Setting Up Time Tracking, .
Chapter 9 Paying for Expenses Paying Sales Tax, Running Expense-Related Reports, Paying with Credit Cards, Paying with Cash, Writing Checks Without Entering Bills, Producing Checks, Paying Your Bills, Recording Vendor Refunds and Credits, Handling Reimbursable Expenses, Purchasing Inventory, Automating Recurring Bills, Entering Bills, When to Pay Expenses, .
Chapter 10 Invoicing Voiding and Deleting Invoices, Editing Invoices, Handling Refunds and Credits, Creating Progress Invoices, Estimating Jobs, Invoicing for Backordered Products, Invoicing for Billable Time and Costs, Creating Batch Invoices, Creating Invoices, Sales Forms and Accounts, Choosing the Right Type of Form, .
Chapter 11 Producing Statements Generating Statements, .
Chapter 12 Transaction Timesavers Finding Transactions, Memorized Transactions, Emailing Sales Forms, Printing Sales Forms, .
Chapter 13 Managing Accounts Receivable Making Deposits, Cash Sales, Applying Finance Charges, Deposits, Down Payments, and Retainers, Discounting for Early Payment, Applying Credits to Invoices, Receiving Payments for Invoiced Income, Receivables Aging, .
Chapter 14 Doing Payroll Using an Intuit Payroll Service, Recording Transactions from a Payroll Service, Paying Yourself, .
Chapter 15 Bank Accounts and Petty Cash Tracking Petty Cash, Managing Loans, Reconciling Accounts, Transferring Funds, Handling Bounced Checks, Entering Transactions in an Account Register, .
Chapter 16 Making Journal Entries Recording Owners’ Contributions, Recording Depreciation with Journal Entries, Reclassifications and Corrections, Checking General Journal Entries, Creating General Journal Entries, Some Reasons to Use Journal Entries, Balancing Debit and Credit Amounts, .
Chapter 17 Generating Financial Statements Other Helpful Financial Reports, The Statement of Cash Flows, The Balance Sheet, The Profit & Loss Report, .
Chapter 18 Performing End-of-Year Tasks Managing Your Business, Closing the Books for the Year, 1099s, Sharing a Company File with Your Accountant, Generating Tax Reports, Generating Year-End Financial Reports, Viewing Your Trial Balance, Checking for Problems, .
Chapter 19 Managing Inventory Adjusting Inventory in QuickBooks, Performing a Physical Inventory, Running Inventory Reports, The QuickBooks Inventory Process, .
Chapter 20 Budgeting and Planning Running Budget Reports, Filling in Budget Values, Creating and Copying Budgets with Excel, Creating Additional Customer: Job or Class Budgets, Creating Budgets in QuickBooks, Ways to Build Budgets, Types of Budgets, .
Chapter 21 Working with Reports QuickBooks Power, Swapping Reports Between Company Files, Memorizing Reports, Customizing Reports, Printing and Saving Reports, Running Reports, Finding the Right Reports, .
Chapter 22 Online Banking Services Online Banking Using Register Mode, Online Banking Using Side-by-Side Mode, Exchanging Data with Your Bank, Setting Up Your Accounts for Online Services, Setting Up Your Internet Connection, .
Chapter 23 Configuring Preferences to Fit Your Company Time & Expenses, Tax: 1099, Spelling, Send Forms, Search, Sales Tax, Sales & Customers, Reports and Graphs, Reminders, Payroll & Employees, Payments, Multiple Currencies, Jobs & Estimates, Items & Inventory, Integrated Applications, General, Finance Charge, Desktop View, Checking, Calendar, Bills, Accounting, Preferences: The Basics, .
Chapter 24 Integrating QuickBooks with Other Programs Importing Data from Other Programs, Exporting QuickBooks Data, Working with Third-Party Programs, Synchronizing Contacts, Mail Merge to a Word Document, .
Chapter 25 Customizing QuickBooks Customizing Forms, Customizing the Company Snapshot, Fast Access to Favorite Features, Customizing the Home Page, Customizing the Desktop, .
Chapter 26 Keeping Your QuickBooks Data Secure Audit Trails, Restricting Access to Features and Data, Creating QuickBooks Users, Setting Up the Administrator, .

The following videos are about financial statements, it is important that you feel comfortable with understanding there concepts: Profit & Loss Report, Balance Sheet Report, Accounts Receivable, Accounts Payables, and Cash Basis vs. Accrual Basis Accounting… We recommend watching these BEFORE coming to the class.  These are great videos to review:

*If you are looking for an official Certification that is sponsored by Intuit, Inc (Maker of QuickBooks) we recommend having a Payroll Class and combined with 12 months of experience… should be enough to take the Intuit QuickBooks Certified User Exam, which is taken independently from our classes:

    Intuit offers an official examination called: “Certified QuickBooks User” which also includes Payroll AND OTHER ADVANCED related topics which we do not cover in our essentials course.  After taking our course and combining it with some experience you can get ready to the the Certified User exam at a Certiport Testing Center. We cover about 70% of contents from this exam in our 3-day Course Program, 

 

 

If you do not have a PayPal Account, you can click on: “Pay with a debit or credit card, or PayPal Credit” looks like the button where the RED ARROW is pointing to:

 

After you pay, e-mail hector@qbkaccounting.com with the confirmation of the date, name  and contact info of the student (including email and cell phone, for directions)

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