QuickBooks Pro
Training for your Group
- Private class for your team
- Online or on-location
- Fully customizable course material
- Onsite testing available
- Learning more about custom training
Training for Individuals
$790
- Live, Instructor-led training
- Expert instructors
- Hands-on instruction
Please Call for Current Dates
Course Overview
Course Length: 2 days
Audience: Beginners
Prerequisites: None
What You're Going To Learn
- Getting started
- Navigating QuickBooks so you can find what you are looking for quickly and complete tasks efficiently
- Accounting basics
- Setting up lists so you can efficiently and quickly use QuickBooks to perform everyday accounting and customer management tasks
- Entering and paying bills so you never have late or missed payments again
- Setting up bank accounts so you can keep track of all your money and assets
- Track inventory so you know exactly how much of everything you have
- Creating invoices and receipts so you get customers billed on time every time. Learn to send invoices and receipts via email
- Making bank deposits the easy way–save time, make less mistakes
- Payroll, find out how to do payroll like a pro–even if you aren’t one
- Estimating, time tracking, job costing. Learn to track profitability per employee and per job
- Easily create estimates and convert those estimates to real invoices
- Memorize Transactions to save time and increase accuracy
- Use other QuickBooks accounts
- Learn to work with credit card transactions, fixed assets, and long term liability accounts
- Sales Tax. You will learn to use QuickBooks to track, report, and pay sales tax on time and 100% accurately
- Customize forms so your business looks 100% professional and unique
- Reports and graphs so you always know exactly how your business is really doing. Don’t leave anything to chance. Information is power!
- Write letters and create easy-to-use templates for automating communication
- Share Files with your accountant easily and quickly
- Online Banking. Set up online banking and learn to download your bank account transactions effortlessly
Register for an Upcoming Date
Course Outline
Lesson 1: Discovering the QuickBooks Work Area
- Navigating QuickBooks
- Accounting Concepts and QuickBooks Terminology
- QuickBooks Help Features
Lesson 2: Creating New Company Files
- Setup Checklist
- Creating the Company File
- Historical Transactions
- Backing Up Company Files
- Opening and Closing QuickBooks
- Opening a Company File
- Closing a Company File
- Reopening QuickBooks
Lesson 3: Customizing the Company Files Setup
- Customizing the Chart of Accounts
- Adding a Credit Card Account
- Adding Customers
- Adding Vendors
- Adding Items
- Adding Inventory Items
- Adding Multiple Entries to a List
Lesson 4: Customer Center and Customer Transactions
- Exploring the Customer Center
- QuickBooks Sales Process
- Creating a Sales Receipt
- Creating an Invoice
- Customer Payments
- Undeposited Funds
- Credit Memos and Refunds
- Customer Center Tasks
- Other Features of the Customer Center
Lesson 5: Vendor Center and Purchases
- Exploring the Vendor Center
- Writing Checks vs Entering Bills
- Paying Bills
- Credit Card Transactions
- Vendor Reports
Lesson 6: Banking and Reconciliation
- Account Registers
- Transferring Funds Between Bank Accounts
- Voiding and Deleting Checks
- Reconciling Accounts
- Preparing for the First Reconciliation
- Reconciling an Account
Lesson 7: Managing and Paying Sales Tax
- Turning on the Sales Tax Feature
- Grouping Sales Taxes
- Setting Up Taxable Customers and Items
- Default Sales Tax Item
- Applying Tax to a Sales Form
- Making a Sales Tax Payment
- Recording a Sales Tax Payment
Lesson 8: Working with Transactions
- Working with Transactions
- Finding Transactions
- Performing a Simple Find
- Performing an Advanced Find
- Memorized Transactions
- Creating a Memorized Transfer
- Editing Memorized Transactions
- Deleting a Memorized Transaction
- Grouping Memorized Transactions
- Using Memorized Transactions
Lesson 9: Customizing Preferences and Forms
- Customizing Company Preferences
- Class Tracking
- Enabling Class Tracking
- Setting Up Classes
- Classifying a Transaction
- Custom Forms
- Custom Invoice Form
Lesson 10: Displaying and Customizing Reports
- Report Center and the Reports Menu
- Customizing Reports
- Creating a Memorized Report
- QuickZoom
Lesson 11: Timesheets and Mileage Tracking
- Tracking Time
- Turning on the Time Tracking Feature
- Setting Up Time Tracking Names
- Weekly Timesheets
- Entering Time for a Single Activity
- Time Tracking Reports
- Creating Time Tracking Reports
- Tracking Mileage
- Setting Up the Vehicles List
- Mileage Rates
- Viewing Mileage Rates
- Entering Vehicle Mileage
- Mileage as an Item
- Mileage Reports
What to Expect at LeapFox
Knowledgeable Instructors
Our instructors are certified professionals. They are trained on the latest features and how to get the most out of software programs.
Hands-on Labs
No boring lectures! Our courses are designed to give students lots of time to practice what they are learning with hands-on exercises and projects.
Certificate of Completion
Receive a certificate of completion at the end of every course.
Up-to-date Curriculum
Each course comes with a helpful and up-to-date ebook which will contain instruction and practice exercises.
Time Saving Tips N Tricks
In each course, your instructor will show you tips and tricks that will save you time and make you more efficient.
Friendly and Helpful Staff
Our staff is dedicated to your success. Each team member is trained to provide the absolute best customer service possible.
Satisfaction Guarantee
If you aren't 100% satisfied with your experience at LeapFox, simply let us know, and we will make it right.