Quickbooks® Event Description


This class will cover how to set up payroll and process yearly and quarterly reports. Included will be:

  • Review opportunities for tracking payroll and payroll taxes by class (or segment of your business)
  • Create a separate report to track payroll expense by a class
  • Generate, customize, and print reports and graphs
  • Activate the payroll feature and setup the company’s payroll system, including payroll items. (Vacation, Sick, Retirement, Cafeteria, and other payroll deductions)
  • Setup employee information, including address, hire date, and earnings
  • Prepare payroll checks and related federal and state payroll liability checks
  • Discuss and prepare computer generated federal quarterly reports
  • Discuss and prepare computer generated W2’s

Beginning QuickBooks®

Attend the half-day beginning QuickBooks seminar and learn a fast and easy way to manage your business finances. QuickBooks has many features you need. It is simple to use and learn. “Beginning QuickBooks” is designed to teach you how to perform the following basic functions:

  • Set up a new business on QuickBooks Accounting Software
  • Design your chart of accounts to fit your business
  • Prepare computer generated or manually written checks
  • Record deposits
  • Reconcile bank accounts to bank statements
  • Set up vendor and customer files to include mailing and shipping address, payment information and account information
  • Enter credit card charges and payments
  • Enter non-sufficient funds checks and record the subsequent payment
  • Editing and voiding transactions
  • Overview of reporting capabilities (sample reports)
  • QuickBooks Tips and Tricks

As a conclusion, a handout will be available for practicing functions learned in the seminar.

Intermediate QuickBooks®

For many users, performing common, day-to-day transactions in QuickBooks poses few challenges. The Intermediate class is designed for people who want to learn how to use some of the more advanced features available in QuickBooks. This class covers in-depth information on using accounts receivable and accounts payable along with other functions available in QuickBooks. We’ll cover:

  • Accounts Receivable processes – invoicing, applying payments, preparing customer statements and generating meaningful AR reports
  • Accounts Payable processes – entering bills, printing checks, applying credits, and generating meaningful AP reports
  • Recording trades between vendors and customers
  • Tips and tricks when memorizing reports
  • Using the Loan Manager function
  • Creating and using budget
  • The basics of modifying templates

Intermediate QuickBooks® 2: Taking QuickBooks to the Next Level

Similar to the Intermediate QuickBooks 1 class, the topics covered in this session teach users how to enter uncommon transactions in accounts receivable and accounts payable. The class includes instructions on properly accounting for a line of credit, recording employee purchases and advances, using pricing levels, recording customer down payments, and much more! Join us for this class to learn about:

  • Accounts Payable – vendor credits, voiding prior period transactions, employee purchases and advances, debit card and EFT transactions, petty cash, line of credit and vendor refunds
  • Accounts Receivable – cleaning up AR balances, credit memos, pricing levels, customer down payments, NSF checks, recording bad debt and using multiple AR accounts
  • Online banking
  • Recording vehicle mileage
  • Understanding journal entries
  • Using advanced search filters
  • Using advanced reporting filters

QuickBooks® for Nonprofits – Class 1

Concerned about the new Form 990? Want to learn more about how to use QuickBooks features and functions specifically tailored to your needs as a non-profit organization? Then this hands-on class is for you! We’ll cover important transactions for non-profits, including:

  • Setting up vendors, donors and your chart of accounts
  • Tracking donations, pledges, and in-kind transactions
  • Creating reports unique to non-profits
  • Generating reports that can help you complete Form 990

QuickBooks® for Nonprofits – Class 2

In this sequel to Class 1, we’ll continue to explore QuickBooks features specific to non-profits. You’ll learn how to create budgets for programs and grants and how to set up grants, accurately track their revenues and expenditures, and produce the necessary reports. We’ll show you how to track restricted, unrestricted, temporarily restricted, and designated net assets. In addition, we’ll teach you how to use QuickBooks to send out mailings and thank you letters and create special reports and customer forms.

Getting the Information You Need: QuickBooks® Report Writing

You spend significant resources getting the data into QuickBooks, but if you’re not able to generate the reports you need to make important decisions and effectively manage your business, what’s the point? Join us for this class and learn how to harness QuickBooks’ powerful reporting features to produce the information you need. This class will provide hands-on instruction in:

  • Using advanced report features available in QuickBooks
  • Designing reports to get the data you need when you can’t get it from a standard QuickBooks report
  • Exporting reports to Excel
  • Using outside sources such as Excel, Access or Crystal Reports to attach to your QuickBooks Data

QuickBooks® for the Contractor – Class 1

Construction companies have many unique needs. From the first estimate to the job’s completion, many transactions occur that need to be tracked. This class will focus on QuickBooks features geared to your requirements as a contractor. You’ll learn how to:

  • Customize specific items, your chart of accounts, and class vendor lists
  • Create estimates, change orders, purchase orders and progress invoices
  • Track insurance certificates
  • Record and track customer down payments
  • Create meaningful accounting, job costing, and other reports unique to the industry

QuickBooks® for the Contractor – Class 2

Class 1 covered the basics; in this sequel we’ll look at how to allocate labor burden and overhead to specific jobs, enter employee time, use billing rates, allocate owner and salaried employee time to jobs, and track worker’s compensation and general liability insurance expenses. You’ll also learn how to use QuickBooks to ensure contractor bids and payments are accurate and to have 1099 information readily available. In addition, we’ll discuss work in process and accounting for spec home projects.

QuickBooks® for the Small Business

Are you in the driver’s seat in running your business? Join us for this class and learn how QuickBooks can help you manage your small business more efficiently and effectively. We’ll cover recording income and expense transactions, using the budget tool, tracking credit card expenses, generating (and understanding) the reports you need to better manage your business, and much more!