QuickBooks training Kansas City


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QuickBooks Training Seminar (2 Day course) 

Day 1 Curriculum
8:30AM – 4:00PM

Lesson 1: Getting Started and Customizing QuickBooks

Tips to Optimize User Settings for Faster Results 
Learn Easy Navigation Techniques
Learn the Difference Between Cash v. Accrual Report Settings and Transactions 
Learn Help Tools in QuickBooks and Help Tools Available Outside of QuickBooks

Lesson 2: Setting Up New Company Files in QuickBooks

Create and Customize a New Company File in QuickBooks Using the Easy Step Interview
Learn How to Modify Company Information, Users Settings and Passwords
Set Closing Dates – Learn How and Why
Learn How to Enter Opening Balances for Balance Sheet Accounts
Working with the Chart of Accounts, Adding, Editing and Changing An Accounts Status
Adding Customer, Vendor and Employee Information in QuickBooks 
Tips for Managing Lists, Including Merging Duplicate Files and Create Generic Files
Learn About Custom Fields for Customers, Vendors and Employees

Lesson 4: Working with Bank Accounts

Learn How to Work With Bank Account Registers 
Learn Features Common to All QuickBooks Registers 
Entering Transactions Directly Into Registers, Account Transfers and Writing Checks
Learn How the Reconciliation Features Work in QuickBooks
Learn How to Locate Beginning Balance Discrepancies 
 
Lesson 5: Using Other Accounts in QuickBooks

How to Correctly Set Up Company Credit Card Accounts in QuickBooks
Learn How to Enter and Track Credit Cards Transactions and Credits/Returns 
How to Reconcile Credit Card Accounts in QuickBooks 
How to Set Up Fixed Asset Accounts to Track Depreciation
How to Create Loan/Long Term Liability Accounts and Enter Payments
Learn About the Fixed Asset List and the Attach Feature
 
Lesson 6: Entering Sales Information

Learn About the Different Types of Sales Forms in QuickBooks
Add New Items to the Item List and Set a Default Markup
How to Create and Memorize Transactions
How to Use and Edit the Memorized Transactions List 
Add New Price Levels on the Price Level List 
Associate Price Levels to Customer Records 

Lesson 7: Receiving Payments and Making Deposits

Learn the Three Simple Steps: Invoice - Receive - Deposit and Why These Steps are Separate in QuickBooks
Learn Tips for Recording Customer Payments and How to Apply Unapplied Credits
Learn How to Enter Customer Discounts, Write Offs, Partial Payments, Over Payments and Down Payments
Learn How to Record NSF (Bounced Checks) from Customers and How to Apply to Their A/R Balance
How to Record Deposits and Record Cash Back from a Deposit

Lesson 8: Entering and Paying Bills

Understand How the Bill Entry and Bill Payment System Works in QuickBooks
Learn the Difference Between Cash and Accrual Payments and How to Fix Common A/P Mistakes
Practice Entering Bills and Credits; Practice Paying Bills 
Learn How to Apply Vendor Discounts, Credits and Make Partial Payments

Day 2 Curriculum
8:30AM – 4:00PM

Lesson 9: Analyzing Financial Data

Learn 4 Important Five Minute Daily Reports for Managers
Learn 5 Important Weekly/Monthly Reports to Manage A/R and A/P 
How to Create, Customize and Filter Quick Reports and Preset Reports 
Learn How to Memorize Customized Reports and Set up Reporting Groups
How to Quick Launch Reports; Set Up Report Batches to Print and Display
How to View and Customize 1099 Reports for EOY Processing

Lesson 10: Set Up and Track Inventory in QuickBooks

Filing Out Purchase Order Forms for Inventory Items
Learn How to Manage Backorders and Close Purchase Orders Using Purchase Order Reports
Tracking the Receipt of Inventory Items in QuickBooks, Entering Credits and Returns
Manually Adjusting Inventory in QuickBooks Using Physical Inventory Worksheets
Create and Build Inventory Assembly Items
Learn How to Adjust Item Pricing 
Important: Learn What Not to Do in QuickBooks Inventory to Prevent Reporting Errors

Lesson 11: Tracking and Paying Sales Taxes & Excise (Use) Tax

How to Set Up QuickBooks to Track Sales Tax
How to Apply Sales Taxes to a Sale 
How to Determine Sales Tax Liability and Pay Sales Tax Liabilities
How to Make Adjustments to Sales Tax Liability 
How to Track and Pay Excise (Use) Tax in QuickBooks
Setting Up a New Employee’s Information
Setting the New Employee On-boarding Defaults 
How to Set Up Payroll Schedules 
Process a Pay Schedule and Practice Paying Employees 
How to Track and Pay Payroll Tax Liabilities 

Lesson 13: Estimating and Progress Invoicing

How to Create Jobs and Job Estimates/Proposals
How to Create Change Orders for Estimates/Proposals 
How to Create Invoices from Estimates/Proposals for Job Costing Reports
How to Update a Job or Project Status 
How to Create Bottom Line Job Project Reports 
Learn How Progress Invoicing Manages Cash Flow and A/R Aging
Learn How to Track Time Worked on a Project for Employees and Non-Employees
Learn How to Invoice a Customer for Time Worked on a Project and Mileage Expenses
Learn to Enter Time for a Non-Employee to Reflect on Job Profitability Reports

Lesson 15: Collections and Using Letter Templates

Setting Up Collections Using QuickBooks Tools
Generating Customer Statements 
Setting Up QuickBooks to Assess Finance Charges
Learn How to Prepare Collection Letters and Other Customer Letters
Learn How to Customize Prewritten Template Letters for your Company 
How to Customize Preset QuickBooks Forms and Templates 
Designing Custom Invoices – Learn the Features in the Design Window
Adding Company Logos to forms

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