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Call us at: 1-888-632-2093


  • Receive training in how to set up QuickBooks to fit your business needs.

  • Four ways to learn: public classwebinarself-study, or on-site training.

  • Receive training from a professional with 30+ years business experience.

  • Public class and webinar limited to four students for maximum learning.

  • Certificate issued on completion.

  • Cost: Two Day Class $1399.00. Available Discounts

QuickBooks Training Class Outline

Module One: Getting Started
Creating Your Company File
Identifying the Components of the QuickBooks  


Module Two: Customizing the QuickBooks Environment
Working with Users
Working with the Chart of Accounts
Using Classes

Module Three: Working with Customers

     and Jobs
Creating Customer List
Creating Estimates
Invoicing Customers Based on Estimates
Invoicing Customers for Products and

Receiving Payments
Creating Deposits
Online Pay Feature
Creating Credit Memos
Creating Statements

Module Four: Working with Vendors
Working with Vendors
Entering Bills
Paying Bills

Module Five: Working with Items and

Working with Items
Creating Purchase Orders
Receiving Items
Creating Bills for Items
Paying for Items
Manually Adjusting Items

Module Six: Working with QuickBooks

Working with Registers
Creating Entries and Writing Checks
Downloading Bank Transactions
Transferring Funds between Accounts

Module Seven: Reconciling
Reconciling Statements

Module Eight: Working with Loans

Setting Up Loans in the Chart of Accounts Creating Loan Payments

Reconciling Loans

Module Nine: Working with Credit Cards

Setting Up Credit Card Accounts

Entering Credit Card Transactions Reconciling Credit Cards and Making Payments

Module Ten: Customizing Forms

Form Customization

Layout Designer

Module Eleven: Reports

Working with Reports

Customizing Reports

Memorizing Reports

Module Twelve: Working with Sales Tax

Sales Tax Items

Customers and SalesTax

Items and Sales Tax Sales

Tax Liability Reports

Paying Sales Tax

Adjusting Sales Tax

Module Thirteen: Payroll

Overview of Using the QuickBooks Payroll Service

Working with Payroll Items Working with Employees

Paying Employees

Payroll Tax Liability Reports

Paying Payroll Taxes

Module Fourteen: Working with Time Time/Enter Single Activity

Working with Timesheets

Module Fifteen: Budgets

Creating a Budget

Module Sixteen: Lead Center

Working with Leads

Module Seventeen: Mail Merges with

     Microsoft Word

Using the Letters Feature

Customizing QuickBooks Letters

Module Eighteen: Other QuickBooks Features

Searching in QuickBooks

Creating a To-Do List

Using the QuickBooks Calendar

Using the Document Center


Creating Journal Entries

Memorizing Transactions

Customizing the Icon Bar

Adding Time/Cost to Invoices

Backing up Company Files

QuickBooks Training Public Class and Webinar Schedule

Monday and Tuesday, March 4 - 5, 2019
Monday and Tuesday, April 1 - 2, 2019 full
Monday and Tuesday, May 6 - 7, 2019
Monday and Tuesday, June 3 - 4, 2019

Scheduled dates don’t work for you? Schedule your own start date (subject to availability) for only a 20% premium!  Contact customer service to check date availability at

QuickBooks Training Class

Each Student Receives:

  • A student manual or textbook for use during and after the class.
  • Instruction from an experienced business professional (minimum of 30 years) with at least five years in a corporate senior management position (CEO, President, COO, Vice President, CFO).
  • Real life exercises to support training materials.
  • Individual attention (classes are limited to four students).
  • Personalized Certificate of Completion


Registering by Purchase Order

If you need to register using a purchase order, email a copy to (be sure to list class name, class date, student name, student address, student phone number, and student email address).

To Register by Phone

To pay by credit or debit card using customer service 24/7 call 888-632-2093.

Intuit QuickBooks logo.

QuickBooks Training Class Description

QuickBooks is an accounting software program created by Intuit for small businesses and self-employed professionals. This class will instruct you on how to keep track of your company's transactions and finances – all from a single, intuitive, and easy-to-use software program. In this two day class, you will learn all the skills you need to know to use the software properly to manage transactions and finances for your business.