Curriculum

Quickbooks Class Curriculum & Schedule

We use the below curriculum in order to achieve a more comprehensive workflow during the class.  While we follow this efficient guide & lesson plan, so much more may be covered during the actual course.  We may go beyond the material stated in this outline, but always in a very easy to follow format. 
For the new Quickbooks user, you will easily master this software during our class and workshop with our simple step-by-step lesson plan, the benefit of the hands-on training, and with your instructor's guidance, assistance and demonstrations. Go back to your office with the confidence that you are doing things correctly.
For the experienced Quickbooks user, you will enhance your knowledge, you will gain new insights, you will learn new tips and tricks, you will learn how to further customize and cleanup your company, and you will learn about special items that will lead to better reports and financial analysis. 

"Get your questions answered,  simplify your job & increase your efficiency"

Day 1 - 9:00a - 4:30p

  • Lesson 1: Getting started

    Learn how to easily navigate Quickbooks and how each person can customize and create shortcuts for their own preferences and style.  Learn tips, tricks, and shortcuts.  Learn about forms, simply your data entry, and gain conficence right away that you're doing things right.

  • Lesson 2: How the company is setup

    Learn how to set up your company and/or learn about the choices made when your company we initially set up.  Learn how to customize Quickbooks and how to set preferences that are specific to your company and your needs.  Learn how to make corrections, fix setup errors, and/or clean up your company without having to start over.

  • Lesson 3: Working with the lists in Quickbooks

    Add vendor & customer information into Quickbooks lists.  Learn about custom fields for customers, vendors, and items.  Tips for managing the lists: sorting, merging, editing, hiding, navigating.  Learn how to add and edit the Chart of Accounts.  Learn how to clean up older or incorrect entries and how the use of these lists are the key to making Quickbooks run smoothly and efficiently.


  • Lesson 4: Working with bank accounts

    Writing checks, recording bank account entries such as debit card transactions, hand written checks, phone payments, online banking and the reconciliation process.  Shortcuts on how to reconcile quickly and efficiently.  Find errors and easily correct them.

  • Lesson 5: Understanding the Chart of Accounts and other account types

    Introduction and light discussion on other account types in Quickbooks.  Learn how to track credit card purchases and reconcile them quickly.  Discussion of other types of accounts: assets, liabilites, and equity.

  • Lesson 6: Tracking Sales in Quickbooks

    Enter sales, track accounts receivable, learn how to work with the item list, how to memorize transactions, add price levels, apply discounts to customers, and also how to record sales for those who do not invoice customers.

  • Lesson 7: Receiving money and the Undeposited Funds account

    Receive money and make deposits correctly.  Handle partial payments, over-payments, pre-payments, and NSF checks.  Apply credit memos and discounts easily.  Understand the purpose and usefulness of Undeposited Funds account.  Learn about common mistakes and how to correct them.

  • Lesson 8: Entering and paying bills in Quickbooks

    Different options for handling bills in Quickbooks and how to pay bills quickly and efficiently.  Learn how to easily take discounts for early payments, and how to apply credit memos.  How to track your company's expenses and analyze them against your cash flow.

Day 2 - 9:00a - 4:00p

  • Lesson 9: Reports and Financial Analysis

    An in-depth and detailed discussion on the reports menu and the options available to you. Fully and easily understand the possibilities of The Report menu in Quickbooks. You will also learn how to easily find transactions and gain a better comprehension of the data that you input every day.

  • Lesson 10: Setting up and using Inventory

    We will demonstrate Inventory setup as well as the workflow from the Purchase Order to paying the bill. Easily and correctly make inventory adjustments when and where needed.

  • Lesson 11: Track and pay sales tax

    Gain an understanding of sales tax tracking and how to properly and easily report and pay liabilities. How to properly apply sales tax to a customer and to an invoice. How to account for multiple tax agencies when and if needed.

  • Lesson 12: Quickbooks Payroll

    Overview of the different payroll options offered by Intuit. Learn how to set up your employees and your payroll items. Learn how to add other additions and deductions on an employee paycheck. How to pay your employees, remit tax liabilities, how to file your tax forms. 

  • Lesson 13: Estimates, Progress Billing, and Job Costing

    How to create estimates (bids, proposals, quotes). Learn how to save time by copying and memorizing estimates. How Quickbooks will auto generate your invoice directly from the estimate in full, or partially (progress invoicing). How to display project reports. How to update job and project status. How to create reports for time and expense tracking, and analyze profitability by job, project, or client/customer. 

  • Lesson 14: Tracking time in Quickbooks

    Learn how to track and analyze time spent on a project, job, or client. Or how to use the Quickbooks timesheet (and time tracking apps) simply to track your hourly employees and integrate it with your payroll. How to invoice a customer for time, expense, or mileage.

  • Lesson 15: Customize the templates in Quickbooks

    How to modify preset business forms & customize invoices,estimates, and more. Add your company logo, create custom fields for your business forms, design custom invoices & business forms specific to your company's needs.

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