Live in person QuickBooks Desktop version Hands on Workshop

proadvisor Live  in person Workshop    QuickBooks Desktop version

QBDesktop  in person Workshop



Beginner & Intermediate – $ 495.00  per person

Advance Class $ 495 per person

BOTH Days $847-  Live in person workshop    

Beg-Interm : Sat: Call for date–  Time : 9:00am to 5:00pm  ( lunch 12pm-1:00pm): CST

Advance class: Sat;  Call for date –   Time : 9:00am to 5:00pm  ( lunch 12pm-1:00pm): CST

See below for advance class.

The link and the Training manual will be sent to you in a PDF 2 days before the webinar .

Introducing QuickBooks

· Getting around in QuickBooks

· All the accounting you need to know

· Exiting QuickBooks

· Moving between company files

Setting up QuickBooks

· Creating a QuickBooks company

· Entering company info

· Customizing QuickBooks for your business

· Setting up your business accounting

· Completing company file setup

· Getting help while using QuickBooks


Working with lists

· Using QuickBooks lists

· Editing the chart of accounts

· Working with the Customers & Jobs list

· Working with the Employee Center

· Working with the Vendor Center

· Adding custom fields

· Managing lists

Working with bank accounts

· Writing a QuickBooks check

· Using bank account registers

· Entering a handwritten check

· Transferring money between accounts

· Reconciling checking accounts

Using other accounts in QuickBooks

· Other account types in QuickBooks

· Tracking credit card transactions

· Working with asset accounts

· Working with liability accounts

· Understanding equity accounts

Entering sales information

· Using sales forms in QuickBooks

· Filling in a sales form

· Memorizing a sale

· Entering a new service item

· Using multiple price levels

· Reminding customers of overdue payments

· Processing sales orders

· Tracking back orders

Receiving payments and making deposits

· Recording customer payments

· Making deposits

Entering and paying bills

· Handling bills in QuickBooks

· Using QuickBooks for accounts payable

· Entering and Paying bills



Advance Class – $ 495 per person

 Time : 9:00am to 5:00pm  ( lunch 12pm-1:00pm): CST

Analyzing financial data

· Reports and graphs help you understand your business

· Creating QuickReports

· Creating and customizing preset reports

· Saving report settings

· Printing reports

· Exporting reports to Microsoft

· Creating QuickInsight graphs

Setting up inventory

· Turning on the inventory feature

· Entering products into inventory

· Ordering products

· Receiving inventory

· Entering a bill for inventory

· Manually adjusting inventory

· Tracking finished goods

· Tracking and paying sales tax

Overview of sales tax in QuickBooks

· Setting up your tax rates and agencies

· Applying tax to each sale

· Determining what you owe

· Paying your tax agencies

Doing payroll with QuickBooks

· Overview of payroll tracking

· Setting up for payroll

· Setting up employee payroll information

· Writing a paycheck

· Tracking your tax liabilities

· Paying payroll taxes

Creating jobs and estimates

· Estimating and progress invoicing

· Writing an estimate

· Creating multiple estimates

· Creating an invoice from an estimate

· Displaying reports for estimates

· Updating job status

· Tracking time and mileage

· Invoicing a customer for time and mileage

· Displaying project reports for time tracking

· Paying non employees for time worked

· Customizing forms and writing

· QuickBooks Letters

· About QuickBooks forms

· Customizing invoices

· Designing custom layouts for forms