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QuickBooks Training

We offer individual or group QuickBooks training sessions with experienced and knowledgeable instructors. They will be using a hand’s on learning method with your own custom QuickBooks file. Our training courses can be taken at our Hilliard office or at your place of business. For scheduling or more information please contact us.

QuickBooks Set Up:

  • Introduction to QuickBooks
  • Creating a QuickBooks Company File
  • Entering Company Information
  • Customize QuickBooks for your Business
  • Setup an effective Chart of Accounts specific to your industry
  • Instruction on using QuickBooks Lists
  • Edit the Chart of Accounts
  • Working with the Customers & Jobs List
  • Working with the Vendors Center
  • Adding custom fields
  • Managing your lists
  • Backing up your QuickBooks File

Using QuickBooks Everyday:

Banking

  • Setting up a bank account
  • Online Banking Set Up
  • Writing a QuickBooks Check
  • Using Bank Account Registers
  • Entering a handwritten check
  • Transferring Money between 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

Accounts Receivable

  • Recording customer payments
  • Making deposits
  • Processing credit card payment

Accounts Payable

  • Handling bills in QuickBooks
  • Using Accounts Payable
  • Entering Bills
  • Paying Bills

Sales tax

  • Overview of sales tax in QuickBooks
  • Setting up tax rates and agencies
  • Applying tax to each sale
  • Determining what you owe
  • Paying your tax agencies

Reports

  • How Reports and graphs help you understand your business
  • Creating QuickReports
  • Creating and customizing reports
  • Printing reports
  • Exporting reports to Microsoft Excel