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

QuickBooks Basic & Advanced

QuickBooks Basic/Intermediate & Advanced

* Experience Level Recommendation: General Bookkeeping

QuickBooks Live CPA Instructed Classes.

Private Sessions Available ~ Call to Inquire

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!

QuickBooks Basic/Intermediate

Day 1

  • Overview of Different Versions of QB
  • 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

Please note, this 2 day class runs from 9:30 am-3:30 pm and includes a free PDF training manual.

“Finally a weekend seminar that is hands on! The instructor was very thorough even though we only had 2 days to go over everything. It so helpful to use the computers to understand and practice with the actual program! ” ~ Julia L. Congers, 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!