QUICKBOOKS DESKTOP 2-DAY COURSE $447 DORAL, FL

 

 

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) 

• Setting up a New QuickBooks File
• Creating a New Company File with Step-by-Step Guide
• Understanding the Home Page, Menu, and Icon Bars
• Getting Around in QuickBooks

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

• Creating new accounts
• Working with Sub-accounts
• Editing and Merging Accounts
• Deleting and Inactivating Accounts
• Accounting Basics and working with the chart of accounts

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

• Create a New Customer
• Create a New Job
• Editing Customer:Job detailed information
• Create a New Vendor
• Deleting/Inactivating Customers and Vendors

4.     Setting Up Items (Chapter 5)

• Understanding the Difference between Accounts and Items
• Working with different Item types
• Inventory Vs. Non-Inventory Parts
• Creating Items and Sub Items
• Editing, Deleting and Inactivating Items

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

• Create an Estimate for a Customer:Job
• Create an Invoice from an Estimate
• Create an Invoice from scratch
• Receiving a Full payment from an Invoice
• Depositing customer payments in the bank

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

• Create a Purchase Order
• Receive a Purchase Order into a Bill
• Create a Vendor Bill from Scratch
• Paying Bills

7.     Working with the Banks (Chapter 14)

• Working with the check Register
• Entering Income and Expense information in the register
• Using Write Checks vs. Bills/Pay Bills Feature
• Introduction to Bank Reconciliation

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

• Profit & Loss
• Balance Sheet
• Analyzing a Profit and Loss / Balance Sheet Reports
• Customizing a Report’s view (Date Range, Column’s, Order Sort)
• Create Comparative Reports (Month-to-Month, Year over Year, etc…)
• Looking for bookkeeping errors while analyzing reports
• Working with most commonly used reports
• Exporting Reports to Excel and PDF
• Using the Company Snapshot

9.     Account Reconciliation (Chapter 15)

• The importance and significance of reconciling bank and credit card statements
• Entering accounting data straight in the register
• Reconcile a Bank or Credit Card statement
• Making Bank Transfers with multiple bank accounts
• Working with Petty Cash Account

10.     Managing Customers and Accounts Receivables (Chapter 13)

• Receiving multiple customer payments to deposit
• Receiving partial customer deposits
• Applying discounts and write-offs to open invoices
• Understanding features in the Customer Center
• Understanding Undeposited Funds
• Producing Customer Statements

10.     Managing Vendors and Accounts Payable (Chapter 9)

• Difference between using Write Checks feature to record expenses versus using the Enter Bill / Pay Bills feature
• Paying multiple bills at once and printing checks
• Paying partial vendor bills
• Paying Expenses with a Credit Card

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

• Working with different templates
• Adding Logo and simple customization

12.     QuickBooks Shortcuts and Timesavers (Chapter 12)

• Dating Shortcuts
• Keyboard Shortcuts
• Using Find/Search Tools

 

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

 

 

 

 

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:

<—-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:

• Cash Accounting: http://www.khanacademy.org/video/cash-accounting?playlist=Finance
  
• Accrual Accounting: http://www.khanacademy.org/video/accrual-basis-of-accounting?playlist=Finance
  
• Cash vs. Accrual Accounting: http://www.khanacademy.org/video/comparing-accrual-and-cash-accounting?playlist=Finance
• Balance Sheet & Income Statements: http://www.khanacademy.org/video/balance-sheet-and-income-statement-relationship?playlist=Finance
• Accounts Payable: https://www.khanacademy.org/economics-finance-domain/core-finance/accounting-and-financial-stateme/financial-statements-tutorial/v/doing-the-example-with-accounts-payable-growing
• Financial Statements in detail: http://www.baruch.cuny.edu/tutorials/statements/view_tutorial.html
• Hector Garcia’s Accounting Basics: https://www.youtube.com/watch?v=PIi4nEzY1p8
• Hector’s How to pass a QuickBooks Test

*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)