Quickbooks, training
Call Us: (201) 221-9873

QuickBooks Basic/Advanced- certfied

QuickBooks Training  With Certification Exam*

(Inlcudes 3 Practice Exam & 1 Retake)

2-Day Class: $649        (12 NJ CPE Credits)
1-Day Class: $499        (6 NJ CPE Credits)

QuickBooks Training Without Certification Exam  **

2-Day Class: $499     (12 NJ CPE Credits)
1-Day Class: $299     (6 NJ CPE Credits)

* Experience Level Recommendation: General Bookkeeping, Basic QuickBooks Experience

** Experience Level Recommendation:  General Bookkeeping

Poughkeepsie, NY: January 12th (Sat), January 13th (Sun)

Courtyard Marriott, 2641 South Road, Poughkeepsie, NY 12601

Early Bird registration Deadline: Dec 28th

Register Now

About the Class:

This class teaches almost all the features of QuickBooks.  This course is good for anyone that wants to learn about QuickBooks or needs a refresher!  With this class the Intuit QuickBooks user certification is also offered.  This certification is great for resumes and the logo can be used on business cards.  You can decide to go for the goal and get certified or just get the most out of the class without the certification.    It’s your choice!

QuickBooks Basic/Intermediate

Day 1

  • Overview of Different Versions of QB
  • 2012 New Features!
  • Navigating around QuickBooks
  • Set Up New Company File –EZ Start
  • Multi User vs. Single User Restrictions
  • Overview of Preferences for QuickBooks
  • Setting Up Users & Passwords
  • Restrict Access to Users
  • Working with Chart of Accounts
  • Working with Lists
  • Track Credit Card transactions
  • Registers in QuickBooks
  • Setting Up Vendors
  • Tracking 1099 Vendors
  • Writing Checks
  • Overview of QuickBooks AR & AP
  • Setting up Customers
  • Overview of Classes
  • Reports on Classes
  • Different Types of Sales Forms
  • Creating Invoices in QuickBooks
  • Purpose and Use of Item List
  • Receiving Payments from Customers
  • Undeposited Funds Account
  • Making Deposits
  • Bank Reconciliation’s
  • Memorize Transactions
  • Designing Customs Invoices
  • Filtering Reports
  • Save Reports to PDF
  • Tips & Tricks for Basic & Intermediate QB Users

QuickBooks Advanced

Day 2

  • Setting Up Online Banking with QB
  • Downloading Bank Transactions into QB
  • Adding downloaded Transactions to QB
  • Tracking & Paying Sales Tax
  • Properly Set Up sales tax in QB
  • Applying Sales Tax to invoices
  • Setting Up Multiple Sales Tax Items
  • Determining Sales Tax Liabilities
  • Paying Sales Tax Liabilities in QB
  • Setting Up Inventory
  • Entering Purchase Orders
  • Tracking receipt of Inventory items in QB
  • Adjusting Inventory to QuickBooks
  • Single & Multiple Units of Measure
  • Estimates & Progress Invoicing Overview
  • Creating Job Estimates
  • Actual vs Estimate Report
  • Display reports on projects
  • Payroll Item List Overview
  • Setting up new Payroll Items
  • Setting up Employees for Payroll in QB
  • Setting up Payroll Schedules
  • Paying Employees & Payroll Liabilities
  • Tips and Tricks for Advanced QB Users

Certification Day Schedule

Day 1
  • 9:30am: Class Begins
  • 12:00-12:30pm: Lunch
  • 12:30- 1:30pm: Practice Test 1
  • 1:30: Class Resumes
  • 4:15: Certification Review
Day 2
  • 8:30am Practice Test 2 (Optional)
  • 9:30am Class Begins
  • 12:00-12:30pm Lunch
  • 12:30-1:30pm Practice Test 3
  • 1:30pm Class Resumes
  • 3:15pm Certification Review
  • 3:40-4:30pm Certification Exam

Please note, this 2 day class runs from 9:30 am-4:30 pm and includes a free PDF training manual.

“Finally a weekend seminar that in 2 days I was certified. The instructor was very thorough even though we only had 2 days to go over everything. I passed the exam with flying colors!” ~ George K. Spring Valley, NY.

To see all of our testimonials, please Click Here…


Member Login

Coming Soon!

  • Self Study Classes
  • QuickBooks Course Notes
  • ‘LIKE’ us on Facebook!


    Contact Us…

    (201) 221-9873

    Email Newsletter…

    Follow Us on Twitter!