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In-Person QuickBooks Beg-Int-Adv Package (Desktop)
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In-Person QuickBooks Beg-Int-Adv Package (Desktop)

at Computers Etc Software Training Center - Miramar

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Course Details
Price:
$375
Start Date:

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Location:
Miramar
6920 Miramar Road Suite 206
Production Ave
San Diego, California 92121
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Description
Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 6

What you'll learn in this accounting software training:

A great introduction to this popular business accounting program. Learn everything from setting up your company to Accounts Payable and Accounts Receivable. Lots of tips and shortcuts. We cover reports, budgets, etc.
This class covers the following topics:

Set up CompanyLearn how to set up your company in QuickBooks, determine start date, enter opening balances for accounts, customers, and vendors.

Create Lists:

Create & Edit Customer, Vendor, and Item lists (Items include products, services, taxes, and shipping).

Create Terms, Customer Messages, etc.

Account Receivable (Invoices, Sales Receipts, and Payments):

Create, Edit, Customize, and Print invoices.

Apply full or partial payments to open invoices.

Split payments between multiple invoices.

Make deposits.

Write Checks:

Create printed and manual checks.

Edit, Void, Split, Delete, and memorize checks.

Transfer funds between accounts, enter ATM withdrawals and EFT (Electronic Fund Transfer) transactions.

Reconcile StatementsReconcile checking, savings, and credit card accounts.

Reports and Graphs:

Create, customize, print, and memorize a wide variety of reports & graphs.

E-mail reports to co-workers, export reports to Excel, create Memorized Report Groups to save time, etc.

Accounts Payable:

Use Accounts Payable to enter and pay bills.

Pay with credit card or check (handwritten or printed).

InventorySet-up inventory, create purchase orders, and receive items with bill.

Reminders & To DO List:

Use To DO List and Reminders lists to keep track of information.

Memorize groups of invoices or payments to save time.

Budgets: Set-up budgets and run reports to compare your budget vs. actual income and expenses.

Data Backup, Sharing & Integrity:

Learn about and use Backup & Restore, Accountant's Copy, and Portable Data Files.

Learn about and use Verify Data and Rebuild Data utilities to prevent or deal with data corruption issues.

FindUse the FIND feature to locate transactions.

Take your QuickBooks skills to the next level: Learn about Payroll, Estimates, Progress Billing, Importing & Exporting Lists, Fixed Assets, Reimbursable Expenses, Journal Entries, and more!

DISCOUNTS, CREDITS, REFUNDS, DEPOSITS:

Handle down payments, discounts, credits, and refunds for customers and vendors.

ESTIMATES & PROGRESS INVOICES:

Create an estimate, then base an invoice on information in the estimate. Use Progress Invoicing to bill in percentages as the job is completed.

JOBS & JOB COSTING REPORTS:

Set up customer jobs (which can be used in estimates), then track the profitability of your jobs with Job Costing reports.

IMPORT, EXPORT, & SYNCHRONIZE QUICKBOOKS DATA:

Export QuickBooks reports to Excel, Mail Merge letters in Word using QuickBooks data, create & customize QuickBooks Letter Templates for Mail Merges, export & import lists of Customer, Vendor, & Chart of Accounts to another QuickBooks company file or to MS-Excel, and synchronize your QuickBooks Customer & Vendor lists with your MS-Outlook Contacts.

BAD CHECKS:

Learn two methods for dealing with bad checks and NSF fees.

FINANCE CHARGES:

Set up and assess Finance Charges on late customers.

PAYROLL:

Learn about payroll options/prices. Set up payroll, employees, year-to-date amounts, write payroll checks, run payroll reports and pay tax liabilities.

SALES COMMISSION:

Track sales commissions for employees, run commission reports, include commissions in payroll checks.

TIME TRACKING:

Use Timesheets or Single Activity Timer to track employee time spent on different projects and use Timesheet data for invoicing, in payroll, and/or job reports.

CLASSES:

Use classes to track and compare different segments of your business (i.e. compare profitability of different departments, locations, or products/services).

REIMBURSABLE EXPENSES:

Reimburse employees or owners for expenses they paid out of their own pocket. Track reimbursable expenses to specific customers so you can invoice for items you purchase on their behalf.

FIXED ASSETS:

Set-up Fixed Assets to track Cost, Accumulated Depreciation, Memorized Payments and Depreciations Expenses, etc.

1099 FORMS:

Turn on 1099-MISC tracking, set up Vendors for 1099s, run reports tracking 1099 expenses, print 1099s.

AUDIT TRAIL:

Use the Audit Trail to track changes by QuickBooks users.

JOURNAL ENTRIES:

Create General Journal Entries to make adjustments and corrections.

YEAR-END CLOSE: Password protect past transactions using Year-End Close feature, use the Clean Up tool to remove old transactions and reduce file size.




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Refund Policy

Transfer Policy: You can transfer free-of-charge to another class provided that you give us at least 24 hours advance notice by phone or e-mail. You can also send someone else in your place. Please inform us who will attend the class.

Refund Policy: If you feel a class isn't right for you, just let the instructor know during the first break. We will issue a full-refund, transfer you to another class, or issue a full credit for the class - Your choice. You must inform the instructor during the first break!

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Computers Etc Software Training Center

All classes at this location

From 805: Go east on Miramar Road. Look for Jack in the Box, Flooring Wholesalers, and Starbucks. Turn left at stoplight onto Production Ave and continue just past railroads tracks. Turn left into parking lot. Do not park in reserved spaces. From 15: Go west on Miramar Road. Look for Jack in the Box, Flooring Wholesalers, and Starbucks. Turn right at stoplight onto Production Ave and continue just past railroads tracks. Turn left into parking lot. Do not park in reserved spaces.

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Reviews of Classes at Computers Etc Software Training Center (3)

School: Computers Etc Software Training Center

Computers Etc Software Training Center

Computers Etc. was founded in 1992. We teach popular computer programs such as Access, Excel, Outlook, PowerPoint, Word, and QuickBooks. Over 25,000 students have attended our computer classes over the years. Our mission is to offer the finest computer classes at the lowest possible prices. From the...

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