Beginner QuickBooks® Seminar
No FULL DAY SESSION
Scheduled at this time -- check back.
Full Day Cost: $249.95 YOUR PRICE: $199.95
Length: 7 hours
Typical Full Day Schedule:
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Afternoon Session |
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Description:
QuickBooks® for Beginners teaches you how to use the software from creating
your chart of accounts, writing checks, paying bills, receiving payments,
making deposits, to printing basic reports and graphs.
Topics Covered:
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Introducing the QuickBooks® Program |
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Accounting 101 Using this Book, Installing QuickBooks, About QuickBooks Files, Backing up and Restoring What is QuickBooks? Academy Glass Sample Company QuickBooks Look and Feel, Entering Data in Forms |
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Managing Revenue | |
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Overview of the Sales Process Adding Customers and Jobs Recording Sales Receipts and Invoices, Undeposited Funds Recording Customer Payments and Making Deposits Sales Reports |
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Managing Expenses | |
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Overview of Expense Tracking Adding Vendors Class Tracking and Job Costs Paying Vendors (A/P not Involved) Managing Accounts Payable Printing Checks, Voiding Checks Tracking Petty Cash Tracking Company Credit Cards Vendor and A/P Reports |
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Bank Reconciliation | |
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Reconciling Bank Accounts Bank Reconciliation Reports Finding and Correcting Errors During Bank Reconciliation |
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Reports and Graphs | |
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Types of Reports, Cash versus Accrual Reports Accounting Reports Business Management Reports QuickBooks Graphs Building Custom Reports Finding Transactions, QuickReports and QuickZoom |
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Company File Setup and Maintenance | |
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Easy Step Interview The Sleeter Group’s 12-Step Setup Process: 1. Setting Up the Start Date 2. Creating the File and configuring Preferences 3. Setting up the Chart of Accounts and Company Lists 4. Entering Opening Balances for the Balance Sheet 5. Entering Outstanding Transactions 6. Entering Year-to-Date Income and Expenses 7. Adjusting Sales Tax Payable 8. Adjusting Inventory, Setting up Fixed Assets 9. Setting Up Payroll 10. Verifying the Trial Balance 11. Closing Opening Balance Equity into Retained Earnings 12. Setting the Closing Date, Setting Up Users and Passwords, Backing Up |
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Customizing QuickBooks ® |
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QuickBooks Preferences Customizing QuickBooks Icons and Windows QuickBooks Items and Other Lists Custom Fields |
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Course Review |
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Questions and Answers |
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Target Audience:
Anyone new to QuickBooks® that needs a fast but thorough understanding
of its use to manage their accounting.
Student Materials:
All students will receive a free extensive Seminar Workbook complete with class notes
and a free trial version of QuickBooks®.
Prerequisites:
No prior knowledge of accounting or QuickBooks® is required.
Cancellation Policy:
If you are unable to attend, please let us know immediately so we may open
your seat for another student and put you in our next available seminar.
We will honor cancellations by substitution of the next available seminar
or a service of equal or lesser value.
Satisfaction Guaranteed:
If you are not 100% satisfied with the quality of our seminar, inform a Leslie A. Iannucci, CPA, P.A. staff member during the session, return your seminar materials, and we will refund 100% of your registration fee within 10 business days.
REGISTRATION: Secure Online Payment Center
Call, Mail, or Fax your completed Printer-Friendly Registration Form
with credit card information or check.
Leslie A. Iannucci, CPA, P.A. is a professional accounting firm located in Apex, NC assisting clients with their accounting, income tax planning, and income tax preparation needs in Cary, Holly Springs, Chapel Hill, Apex, Morrisville, New Hill, and Raleigh, and other surrounding communities. Our services include, but are not limited to, Tax Accountant, Tax Preparer, CPA, Corporate Tax Preparation, Individual Tax Preparation, Corporate and Individual Tax Filings, Tax Planning, Business Consulting, QuickBooks Training, Bookkeeping, Payroll, IRS Representation and Problem Resolution, Business Formation, Small Business Start-up Services.
