QuickBooks Course

Recommended for: Business Owners and Bookkeepers with experience

QuickBooks Desktop for Windows (Pro, Premier, or Enterprise)

Duration: 7 Hours
Time: 8:00am – 3:00pm

Next Class Dates not confirmed yet.

Cost: $299 (or $449 combined with Level 3)
Location: Miami, FL (Doral)
Format: In-Classroom Seminar with computers for attendees to practice what they are being taught in real time

  1. QuickBooks File Maintenance, Company Preferences, and User Security (chapter 7 and 26)
    • Setting Multiple QuickBooks users & User Permissions
    • Backup Company File
    • File Maintenance Tips and Tricks
    • Create Portable File to send to Accountant
  2. Working with Pre-Payments & Deposits
    • Prepayments from Customers, and applying credits to invoices
    • Prepayments to Vendors, and applying credits to bills
    • Working with Retainers, Escrow, and Prepaid Expense Accounts
    • Working with all other QuickBooks Lists
  3. Working with Classes and Other Lists
    • Enabling Classes & Why use classes
    • Issues when working with Classes
    • Managing other QuickBooks Lists
  4. Accountant’s Functions and End of Year Review (Chapter 18)
    • Bank Reconciliation Discrepancy
    • Working with Voided/Deleted Transactions
    • Audit Trail and Review Last Modified by Reports
    • Setting Up Closing Dates
    • Final Reports for Tax Preparation
    • Working with Uncleared / Unreconciled Transactions
  5. Working With Journal Entries and Beginning Balances (Chapter 16)
    • Entering a Journal Entry
    • Entering Beginning Balances for Customer & Vendors
    • Entering Beginning Balance for Items
    • Entering Beginning Balances for Accounts
    • Working with Depreciation
  6. Advanced Tools & Accountant Tools
    • Add/Edit Multiple Names
    • Batch Enter Checks and Invoices
    • Batch Reclassify Tool
    • Importing Data from Excel using built-in tools and 3rd party tools
  7. Online Banking / Bank Feeds
    • Manual Download for Online Banking
    • Working with Bank Feeds to reconcile Bank
    • Working with Bank Feeds to Reconcile Credit Card Accounts

Call 954-414-1524 for more information.

We are located in:
Palmetto West Park
7791 NW 46th Street
Suite 109
Doral, FL 33166

We accept Credit Cards by phone to reserve the class

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