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.