Need QuickBooks training? Since 1997, we've taught more than 500,000 people how to set up and use QuickBooks in our Mastering QuickBooks courses.

We offer the MOST popular QuickBooks training class in the world, and are the only QuickBooks training company ENDORSED by Intuit...the maker of QuickBooks.

Invest 2 days with an expert QuickBooks instructor who will help you discover how QuickBooks can make you and your business more successful. During this seminar, you learn to use QuickBooks the RIGHT way and leave with CONFIDENCE!

Whether you are a new or experienced user, our Mastering QuickBooks seminars are designed to help you take advantage of the powerful features this software has to offer.

Covered Topics

Getting Started

• Set up your company
• Move around QuickBooks...EFFICIENTLY
• Get help...FAST

Everyday Transactions

• Selling: estimates, invoices, sales receipts, payments, deposits, credit memos, and customer statements
• Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, credit memos, and petty cash
• Inventory: purchase orders, receive items, adjust inventory
• Sales Taxes: set up, adjust, pay, and report sales taxes
• Banking: bank reconciliation and locate discrepancies

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)
• Use classes
• 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
• Use account numbers
• Setup and use subaccounts

Payroll

• Setup employees, payroll items, and YTD information
• Track time and invoice time
• Process paychecks
• Modify paychecks
• Make tax deposits
• Prepare tax forms (941, W2, etc.)
• 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 multi-user
• Password protect QuickBooks
• Clean-up company file
• 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

• Handle bounced checks...easily
• Enter customer down payments/deposits
• Setup automatic transactions (memorizing transactions)
• Use credit cards

Quality Instruction

QuickBooks training is all we do - our instructors are true QuickBooks training experts, and we make them available to you at a fraction of the cost of a consultant or CPA. Maybe this is why the student approval rating for our QuickBooks courses is higher than 99%!

No-Risk Guarantee

We're so sure you'll Master QuickBooks with our QuickBooks seminars...we guarantee it. If, after attending the first half of any of our QuickBooks classes, you are dissatisfied for any reason, return your materials to the instructor and you'll receive a full refund! If you decide to cancel your reservation before attending the class, you must request a refund at least 5 days prior to the start date. A $45 cancellation fee applies. We do not give refunds for "no shows".