Quickbooks Desktop Version

Our Quickbooks Online Monthly Classes are for: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.  Register now and become a proficient Quickbooks user in just 2 days.

Quickbooks Training Classes held online monthly

Participate in the next live, Instructor-led Quickbooks Training Class online

Follow the instructor step by step and ask questions and for demonstrations, just as you would in a classroom

Quickbooks Desktop

Pro, Premier, Enterprise

Class Dates Class Times: Location: QB Version Enroll
April 23 - 25, 2024 9am to 1pm Pacific Your Desk, Your Office Pro, Premier, Enterprise Register April 23 - 25, 2024
May 14 - 116, 2024 9am to 1pm Pacific Your Desk, Your Office Pro, Premier, Enterprise Register May 14 - 16, 2024
June 11 - 13, 2024 9am to 1pm Pacific Your Desk, Your Office Pro, Premier, Enterprise Register June 11 - 13, 2024
OUR CLASS SIZES ARE LIMITED AND KEPT SMALL TO ENHANCE YOUR LEARNING SO EARLY REGISTRATION IS ENCOURAGED.

1 Day Only = $249

Any 2 of 3 days = $349

All 3 days = $449

  • Curriculum - (our online class option is split into 3 days - 4 hours each day)

    See below for a list of topics and lessons that we cover on each day.  

    Note: while we do cover the lessons provided each day in the course manual, we are not limited to these topics and regularly expand upon them during each workshop to ensure that all of your questions are answered and your problems are solved.  

  • Day 1 - Lessons 1 - 5

    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 how to use forms, simplify your data entry, and gain confidence right away that you're doing things correctly.


    Lesson 2:  Learn how to setup your company and/or learn about the choices that were made when your company was initially set up.  Learn how to customize Quickbooks® and how to set preferences that are specific to your company and to your needs.   Learn how to make corrections, fix setup errors, and/or clean up your company without having to start over.


    Topic 3:  Working With Lists:  Add vendor & customer information into Quickbooks® lists; and learn how to fully utilize the customer, vendor, & employee centers.  Learn tips for managing the lists such as: sorting, merging, editing, hiding.  Learn how to add to, and edit, the Chart of Accounts.  Learn how to clean up older or incorrect list items and also how the use of these lists are the key to making Quickbooks run smoothly and efficiently.


    Topic 4:   Working w/Bank Accts:  Understand the difference between writing checks vs. entering & paying bills.  Record bank account entries such as: debit card transactions, hand written checks, phone payments, online banking, and bank transfers.  Learn about the reconciliation process; and learn shortcuts on how to reconcile quickly and efficiently.  Learn how to find reconciliation errors and how to correct them.


    Topic 5:  Using Other Accounts:  Introduction and light discussion on other account types in Quickbooks® such as assets, liabilities, and equity.  Learn how to track and record credit card purchases and reconcile them quickly.

  • Day 2 - Lesson 6 - 10

    Lesson 6:   Enter sales, track accounts receivable, learn how to work with the Quickbooks item list, how to memorize transactions, how to add price levels, how to apply discounts to customers, and also how to record sales for those of you who do not invoice customers.


    Lesson 7:   Receive money and make deposits correctly.  Handle partial payments, overpayments, prepayments, and NSF checks.  Apply credit memos and discounts easily.  Understand the purpose and usefulness of the undeposited funds account.  Learn about common deposit mistakes and how to correct them.


    Lesson 8:   Entering & paying bills.  Learn about different options for handling bills and expenses in Quickbooks; and how to pay bills quickly and efficiently.  Learn how to easily take discounts for early payments, and how to apply vendor credit memos.  Learn the various ways to track your company's expenses, and which option is the most efficient way for you.


    Lesson 9:   Reports: Fully and easily understand the possibilities of The Report menu in Quickbooks.   An in-depth and detailed discussion on the reports menu and the options available to you.  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 in Quickbooks.  We will demonstrate the proper inventory setup as well as the correct workflow from the purchase order - to receiving the item(s) - to paying for the product.  Easily & accurately make inventory adjustments when & where needed, correct quantity errors, track backorders, and maintain accurate counts and value.

  • Day 3 - Lesson 11 - 15

    Lesson 11:  Track & Pay Sales Tax: Gain an understanding of sales tax tracking and how to correctly report & pay liabilities.  Learn how to properly apply sales tax to a customer and to an invoice.  Learn how to account for multiple tax agencies when and if needed.


    Lesson 12:   Payroll.  We will demonstrate the different payroll options offered by Intuit.  You will learn how to set up your employees and also how to setup your payroll items (those different line items that appear on an employee paycheck).  Learn how to add other additions to, and/or deductions from, an employee paycheck.  Learn how to pay your employees, remit tax liabilities, and how to file your tax forms. 


    Lesson 13:   Estimates & Progress Billing:  Learn how to create estimates and sales orders (aka bids, proposals, or quotes); as well as sub-customers and jobs.  Learn how to save time by copying and/or memorizing past estimates.  Learn how to turn your estimate into an invoice;  in full, or partially (progress invoicing).  Learn about the various project reports as well as job & project status. Learn how to create reports for time and expense tracking; and analyze profitability by job/project, or client/customer.  In Quickbooks Premier or Enterprise, learn how to create a purchase order directly from your estimate or sales order.


    Lesson 14:   Tracking Time & Job Costing:  Learn how to track and analyze time spent on a project, job, or client.  Learn how to use the Quickbooks timesheet (and other time tracking apps) to track your hourly employees and integrate it with your payroll.  Learn how to invoice a customer for time, reimbursable expenses, or mileage.


    Lesson 15:   Customize the Templates in Quickbooks:  Learn how to modify preset business forms & customize invoices, estimates, and more.  Add your company logo.  Create custom fields for your business forms and obtain better detail & analysis in your reports.  Design custom invoices & business forms specific to your company's needs.

“Thanks for a Great Class! I was apprehensive about taking a QuickBooks class online because of the interaction and keeping my attention for 3 days in front of a computer. I had worked in a pharma training department, as well as in a territory as a regional sales trainer, where we used online Go To Meeting training for all of our training and certification needs. I have attended over 100 online training sessions in my career and this is one of the best classes that I have ever attended! Cecilia Hayes' style allows student interaction along with real world examples based on your needs. She is a "Guru"! I look forward to taking advanced classes with her in the future. " 
Kane H. - Oklahoma City

Mastering Quickbooks in one of our online classes is a quick and easy way to learn the program without having to take 2 full days away from your work.
Learn and master Quickbooks easily with our live, certified instructor-led program from the convenience of your own home or office.

Our online Quickbooks class lesson plan is the same as the Quickbooks 2-day in-person course; however, we break the lessons into 3 half days in lieu of 2 full days; to accommodate busy schedules and also so that we don't stay online for longer than 4 hours each day.
Our patient and friendly trainers take great care in ensuring your comprehension of the entire outline and curriculum.  Let us help get you up and running, resolve your issues, and answer all of your questions.

Please contact us if you would like to speak directly with one of our instructors or to learn more about Mastering Quickbooks Live and Online.

"We very much look forward to your success with this course"


COMMON QUESTIONS

Have a question?  We'd love to help! 

FAQ's for the Quickbooks Online Monthly Classes
(Desktop Version: Pro, Premier & Enterprise)

  • What time does class begin and end each day?

    Class begins each day at 9:00 am Pacific Time (12:00 pm Eastern time). We end around 1:00 pm Pacific Time, (4:00 pm Eastern time) each day and we cover 5 chapters/lessons each day.   Please adjust for your specific time zone.

  • Is this an actual class? Or is it a self paced video lesson? Please explain.

    This is a live, instructor-led Quickbooks Training Class and the lessons and instruction are identical to the in-person classroom training.  The week before the class, you will be sent a meeting connection link, login instructions, and a step by step course guidebook (sent pdf email).  On the day of the meeting, you simply click on the meeting link and it takes you to the instructor's computer which is loaded with the most current version of Quickbooks and a sample practice company.  Together we proceed through the training manual and various demonstrations, exactly like a classroom.  To ask questions and fully participate in the class, you may use a telephone (a phone number is provided in the meeting link), or a computer headset, or a cell phone headset (that can plug in to your computer), or your computer speakers and a microphone, or you can use the chat feature (you can type your questions and your instructor will respond verbally).  You will be able to hear everyone in the class and they will hear you.  You can ask questions during the training in the exact manner that you would in a regular classroom, and we will discuss and entertain those questions as you ask them.  It is a completely interactive course and definitely NOT a lecture or a Power Point presentation. 

  • What do I need to join the training class?

    The only thing you need is any computer with a high-speed Internet connection (and the audio as mentioned above).  You will be provided a step by step manual at the time you are sent the meeting log-in links that you can use to follow along during the training; as well as a great reference tool for after the training class.  Note: You do NOT need Quickbooks software to join this class.  We will be connected to and working from the instructor's computer and files, which has Quickbooks software installed.  However, if you do have Quickbooks on your computer, you can open it during the training and practice along with the instructor for the hands on experience. 

  • The curriculum descriptions seem pretty generic and I know a lot of what's described.

    We use the guidebook and lesson plan as an outline and guide.  We follow the lessons and do not omit anything, but so much more is covered in the actual class.  For example, during Lesson 4, check writing and checkbook reconciliation, we cover not only that, but the errors that can occur while reconciling the checkbook and the various ways to correct those errors.  We go beyond the material stated in the guidebook, but always in a very easy to understand format.  We will also ensure that all of your questions are answered, whether they are in the lesson plan or not (more advanced questions are answered at the end of each day so as not to get too far off track during the class.)

  • Does Quickbooks need to be installed on my computer?

    No, you will be linked to the Instructor's computer via a meeting company (GoToMeeting.com) and we will be working through the lessons on his/her computer. If you do not have Quickbooks software and wish to purchase it after the course (or at any time before or after), you can do so here on our website and obtain any ProAdvisor or Affiliate discounts that we may be offering.

  • What's included with the class?
    • Small classes for better student-teacher ratio (avg 10)
    • Free online refresher course for up to 6 months
    • Step by step illustrated guidebook
    • Classes guaranteed taught by Intuit Certified ProAdvisors
    • Certificate of completion (upon request)
  • Who will be leading this course?

    All of our trainers are Intuit Certified ProAdvisors (guaranteed); whether it is the in-person class or the Online Class, all of our trainers must pass a series of tests every year by Intuit in order to lead one of our highly acclaimed Quickbooks Training Courses.  All of our trainers have had years of experience in leading this class, whether Online or in-person, so you will be ensured that your trainer will be able to answer any question you might have.

  • Can I work from home? Or do I need to be in my office?

    You can work from wherever you like. You only need a computer, so if you wish to work from home, your office, or from the beach (as long as you have Internet connection at the beach); it is entirely up to you from where you wish to work and log-in to the meeting. This course is a very convenient way to learn and master Quickbooks without having to leave your home or office. 

  • Is there a registration deadline?

    There is no registration deadline. Please note, however, that we are on a first come, first serve basis and we limit the number of attendees in each class so that the best possible individual attention can be given and so we can ensure everyone's questions are answered; so early registration is recommended.

  • What is your cancellation policy?

    Your reservation for the course is only guaranteed upon receipt of payment in full. Refunds for cancellations can only be honored if the request is made 7 days prior to the class date; before the meeting links and manuals are sent out. We offer our Online Class once per month, so if you need to cancel, you can be placed the next month's class; no problem.

  • What if I can only attend Day 1 this month and need to complete the other days the following month?

    Not a problem. Just let your instructor know that you need to take one day this month and the second and/or third day the following month, and it shall be done.

  • Are there breaks given during the course?

    Yes, we take 1 or 2 breaks during the 4 hour training session. Each break is about 10-15 minutes long.

  • I am brand new to Quickbooks. Do you offer follow up training?

    Yes, for those who are brand new to this software; if you feel you would like to take the class again after you've had a chance to practice and work with it, you may join any future Online class up to 6 months after your original training, at no additional charge. Simply email your instructor and let him/her know that you would like to take the course again, and you will be included in the meeting links for the next training class.  We call this our "refresher" course.


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