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Self-paced version of the most popular QuickBooks class in the world! Start off right, or if you’re experienced, learn to get even more from QuickBooks.

Learn to use QuickBooks the RIGHT way with CONFIDENCE!
Self-paced version of the most popular QuickBooks class in the world! Start off right, or if you’re experienced, learn to get even more from QuickBooks.

Follow your instructor step by step at your own pace.
You can watch the instructor step by step, pause the training, and practice what you learn.

This is not a “text-based” course. Instead, the content is presented by one of the country’s leading QuickBooks experts, Fred Maxwell. You’ll definitely want to hear Fred share his knowledge.

Day 1

  • Set up your company
    • Move around QuickBooks...EFFICIENTLY
    • Get help...FAST
  • Everyday Transactions
    • Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
    • Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
    • Inventory: purchase orders, receive items, adjust inventory
    • Sales Taxes: set up, adjust, pay, and report sales taxes
    • Banking: bank reconciliation and locate discrepancies, online banking
  • Special Transactions
    • Give and receive refunds
    • Void vs. delete a check
    • Apply credit memos
    • Tips & Tricks
    • Special "Window" tricks
    • Clean up lists (delete, hide and merge)
    • Sort and customize lists
    • "Collapse" financial statements
    • Show P&L by month, or as a percent of income
  • Understand Accounting
    • Really understand your financial statements
    • Setup the chart of accounts
    • Change and fix the chart of accounts
    • Cash vs. Accrual accounting
    • Use general journal entries
    • Setup and use subaccounts
Day 2
  • Payroll
    • Setup employees, payroll items
    • Track time and invoice time
    • Process paychecks
    • Modify paychecks
    • Make tax deposits
    • Prepare tax forms
    • Summarize payroll data in Excel
    • Work with Reports
    • Add, delete, resize, and reorder columns
    • Filter and format reports
    • Save reports and create memorized report groups
  • Advanced Features
    • Use petty cash
    • Use multi-user
    • Password protect QuickBooks
    • Update QuickBooks
  • Work with Microsoft Word and Microsoft Excel
    • Close the books
    • Find transactions FAST and other time saving features
    • Work with the accountant's review
    • Protect your QuickBooks data
  • Tips & Tricks
    • Keyboard shortcuts
    • Add custom fields
    • Tailor company preferences
    • Create custom invoices and other forms
    • Add logos and custom fields to forms
  • Tricky Transactions
    • Use online banking
    • Handle bounced checks...easily
    • Enter customer down payments/deposits
    • Setup automatic transactions (memorizing transactions)
    • Use credit cards
Register Now
Mastering QuickBooks - Level 1 on demand Online course
  • Course ID:
    234792
  • Duration:
    1 day
  • Price:
    $450