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QuickBooks Training / Self-Paced

For those who prefer to learn QuickBooks from the comfort of their own home or office, the Self-Paced Training Webinar is a wonderful option. ​This training is an on-demand, online webinar that can be viewed for a period of one (1) year from date of purchase. Along with your subscription, you will receive a PDF version of our QuickBooks Basic workbook as well as special QuickBooks Practice Exercise Files.

 

Essential QuickBooks Training Introduction (Level 1)​​​​
 

$99 Online On-Demand Webinar 

 

 


 

The Essential QuickBooks Introduction Training Course covers accounting basics, tracking revenue and expenses, bank reconciliation and file setup. Master the fundamentals of QuickBooks and become a confident user in this self-paced QuickBooks training webinar.

 

Recommended for:
 • Beginners and Intermediate Users who want to learn QuickBooks fundamentals

What you Get:
 

Over 10 hours of comprehensive training by Online On-Demand Webinar
 • Comprehensive training manual with computer exercises
 • Special QuickBooks work files to practice what you learn

 • One (1) year access

 



 

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Topics Covered:

Introducing QuickBooks
        Accounting 101
        Understanding Accounts
        Double-entry Accounting
        Accounting Behind the Scenes
        Cash vs. Accrual

The Sales Process
        Sales Receipts

        Invoices
        Undeposited Funds
        Receiving Payment by check or credit card
        Handling Partial Payments
        Recording Customer Discounts
        Bank Deposits

Tracking Revenue
        Returns and Credits
        Writing off a Bad Debt
        Bounced Checks
        Customer Statements
        Sales Reports
Managing Expenses
        Setting Up Vendors
        Class Tracking
        Job Costs
        Paying Vendors with Registers and Checks
        Accounts Payable Reports
   

Bank Reconciliation
        Reconciling Bank Accounts
        Reconciliation Reports
        Finding Errors
        Reconciling Credit Cards
        Online Banking

File Setup
        EasyStep  Interview
        Setting up the Chart of Accounts
        Opening Balances
        Entering Open Items
        Adjusting Sales Tax Payable
        Closing Opening Balance Equity
Customizing QuickBooks
        QuickBooks Preferences
        Customizing Menus and Windows
        Items and Other Lists
        Custom Fields
Reports and Graphs

        Profit & Loss
        Balance Sheet
        List Reports
        Building Custom Reports
        Memorizing Reports
        Finding Transactions
        QuickBooks Graphs

Essential QuickBooks Training Intermediate (Level 2)​​​​​​​​​​​​​​​​​​​​​

$99 Online On-Demand Webinar
 

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The Essential QuickBooks Intermediate Training Course covers advanced topics like inventory and sales tax, payroll, budgets and estimates. If you already know the basics, this QuickBooks training course is a must-have!

Recommended for:
Intermediate and Advanced Users who have completed the Introduction course (or its equivalent)

What you Get:

 

​• Over 10 hours of comprehensive training by Online On-Demand Webinar
• Comprehensive training manual with computer exercises
• Special QuickBooks work files to practice what you learn

• One (1) year access

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Topics Covered:

Inventory

    Tracking Inventory
    Inventory Parts
    Calculating Average Cost
    Invoicing for Inventory Items
    Purchasing Inventory
    Purchase Orders
    Entering Bills for Received Inventory
    Adjusting Inventory
    Inventory Reports

Sales Tax

    Setting up Sales Tax
    Sales Tax Items
    Sales Tax Codes
    Sales Tax Return

Time and Billing

    Reimbursable (Billable) Expenses
    Two-sided items

    Billable Time
    Time Reports

Payroll Setup

    Setting Up Payroll
    Payroll Accounts
    Payroll Items
    Employee Defaults
    Releasing Employees

   

Payroll Processing

    Employee and Payroll Center
    Payroll Tax Tables
    Paying Employees
    Editing Paychecks
    Payroll Reports

Estimates and Sales Orders

    Creating Estimates
    Progress Invoices
    Sales Orders

Budgeting

    Creating Budgets
    Creating Budget Reports

Adjustments and Year-End Procedures

    Processing 1099s
    Editing, Voiding and Deleting Transactions
    General Journal Entries
    Tracking Fixed Assets
    Memorized Transactions
    Closing the Year

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