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QuickBooks, Level I
This class is for the person new to, or has never
used QuickBooks. The student will
set up a company from the beginning and create a chart of accounts and list of
items and services.
Students will go through adding, editing and deleting employee, customer &
vendor information, as well as information on the products and services the
company sells. In the core
training, you will learn how to enter your income and expense transactions, pay
bills, write checks, etc. The fundamentals of payroll and inventory will also be
covered. Last topic covered is reconciling
bank accounts. Reference manual is available for $20.
QuickBooks, Level II
This class picks up where level 1 leaves off. Students will learn more about Items & Services and setting them up; more about the Chart of Accounts including credit card, asset and liability accounts. Students will learn how to memorize transactions that occur over and over and setup accounts when making new purchases (assets) with new loans (liabilities). One session will be devoted to all things payroll: time sheets, time tracking (whether or not you have payroll); set up complete hourly and salary payroll, keep track of payroll liabilities, print liability reports and process payroll liability payments to state and local governments. One session will be dedicated to the reports available through QuickBooks, how to manipulate them, add and delete information from reports, formatting to change the appearance, make them fit on a single page, etc. Students will learn to customize Iconbar and Forms (e.g., invoices, sales receipts, statements, etc.). Class tracking will be discussed along with Job Cost accounting and setting up budgets. Finally, students will learn about inventory and inventory functions and reports. Reference manual is available for $20.
Prerequisites: QuickBooks Level I
Point of Sale Training
QuickBooks Point of Sale instruction is available on a customized basis. Staff is available to come to your location and train staff in any/or all of the following areas: