Basic Training

QuickInside offers seminars that suit your needs:

QuickBooks Basics for Accountants

QuickBooks Intermediate for Accountants

QuickBooks Financial Reporting for Accountants

QuickBooks Basics for Accountants:

This is a two-day class is for new users who want to get away from recording transactions manually or on spreadsheets.

• Start out by learning some bookkeeping basics.
• Determine which version of QuickBooks is right for you.
• Learn how to install QuickBooks correctly.
• Setup your company.
• Navigate in QuickBooks.
• Setup your chart of accounts.
• Write checks.
• Void/Delete checks.
• Enter and pay bills.
• Prepare invoices and receive payments.
• Reconcile your bank accounts.
• Work with lists.
• Create and modify summary reports.
• Prepare detailed transaction reports.

Intermediate

QuickBooks Intermediate for Accountants:

This class is for QuickBooks users who can record day to day transactions but want to utilize QuickBooks to its full potential.

• Converting from Quicken
• Importing lists from Excel
• Create and memorize custom reports
• Create report groups
• Using custom fields
• Setup budgets and cash forecasts
• Fix bank reconciliation problems
• Locate missing checks and invoices quickly
• Setup payroll
• Compute payroll
• Prepare quarterly federal and state payroll reports
• Prepare end of year W2’s
• Preparing 1099’s
• Close the books
• Import and export report templates between QuickBooks files
• Use the Loan Manager and lines of credit
• Purchase fixed assets and using the Fixed Asset Manager

Reporting Class

QuickBooks Financial Reporting for Accountants:

This class is for owners, managers and supervisors who do not need to record transactions, but wish to review and produce QuickBooks reports.

• Work with lists.
• Use detailed transaction reports.
• Prepare summary reports.
• Export reports to Excel.
• Use Word in conjunction with QuickBooks.
• Master the Financial Statement Designer in QuickBooks.
• Print employee information and payroll reports.
• Create budgets and forecasts
• Prepare cash and accrual basis reports.
• Close the books and use the accountant’s review process.
• Learn about the QuickBooks journal entry rules and how to reverse general journal entries.
• Combine financial statements from multiple company files in QuickBooks Enterprise Solutions.
• Back up and restoring data files, and use portable company files.
• Use the Audit Trail report to find errors.

Dan Hamilton – Mission, Texas

I am pleased to take this opportunity to recommend the professional business services of Mr. Raul Cortez and his company QuickInside. Mr. Cortez’s services have been one of the best investments my company ever made. The initial set up that organized our company’s accounting system, along with expert training in QuickBooks products, is one of the main reasons for our continuing growth and success.

Originally, my intent was to make use of QuickInside’s set-up services only, and then continue on my own with my well earned personal knowledge of accounting principles and highly trained staff. I soon realized this outlook was “Penny wise and Pound foolish”. Utilizing QuickInside’s set-up services, as well as attending their training seminars, brought several advantages to my immediate and lasting benefit. The following are a few of those benefits.

1. The weight of responsibility, for setting up our system, shifted to an expert, instead of a low cost employee that had no previous accounting training.
2. Training and learning curves no longer handicap or interrupt the continuity of our records, documents, and financial information. If we have a question, one quick phone call to QuickInside is all it takes.
3. My staff and I are better able to concentrate on things that my business actually focuses on while I still receive the tracking tools and accurate financial information needed to make critical business decisions.
4. The costs for these services are less minimal compared to the benefits we have received.

Finally in addition to the above, there is an absolute confidence and ease of understanding in the financial data as it is presented. The preparation for that all important meeting with your banker, bonding agent, prospective client, buyer etc. is much easier with all the proper reports and tools at your finger tips. My experience with Mr. Cortez’s Company has made a believer out of me. I cannot imagine my business activities without the extremely valuable services of QuickInside. When you check Mr. Cortez’s services out for yourself, you will see what I mean!!

Sincerely,

Dan Hamilton.

Robin Payne – Dallas, Texas

I had little QuickBooks experience when I first encountered QuickInside. After an inspiring two-day class with QuickInside I now easily navigate around QuickBooks. I not only learned the program, I learned strategies and tips that will save my employer thousands of dollars. Now my employer says let’s sign-up for the Advance class.

Thank you QuickInside and Raul Cortez for making a difference!

Most grateful,

Robin Payne

Dallas, Texas

Conquering QuickBooks

This is your guide to strategies and tips that will help you master QuickBooks.

Welcome

Welcome to QuickInside Magazine. We hope to be a valuable resource to you. QuickInside wants to give you the words, the tools, the mindset, to survive in an ever-changing world. Quickbooks changed the way business does business. This does not mean everybody changed. Several years ago you could get by without changing with the times. Today it’s not about getting by — it’s about being left behind!

Our passion is to help you get ahead and get to a place called excellence. Explore this e-magazine. Sign-up for our newsletter. Join a forum. Enroll in one of our classes. We are here for you. Read more

Conquering Your Books

The call comes in too predictably. A business who has bought some software has their data in disarray. Their books are unmanageable and they are looking for a solution to prepare for their taxes.

This is often the case with small businesses who believed software would manage their back office. There is an even more important aspect – know-how. Like the racecar to the driver, the guitar to the musician and the golf clubs to the golfer, it is not so much what goods we obtain but how we use them. Your QuickBooks software is a world-class tool which requires the know-how to make it a strategic tool for your business. To make it more than a tool requires knowledge. That is when we get the call. The business owner, CPA and bookkeeper seek the know-how to be the best.

Our classroom style teaching has been refined and tailored to impart the knowledge you need to drive your QuickBooks system. Furthermore, we provide live seminars at strategic locations and also coach business people one-on-one for more in-depth engagements. Regardless of the engagement, seek to be the best possible driver of your system. You have a tool which can manage your business and your customers. Maximize your investment by learning to use it strategically through training and coaching today.