Next Level 1 & 2 Class
Monday, January 8th, Tuesday, January 9th and, Wednesday, December 10th, 2017
6:00pm – 9:00pm
Our Certificate program is designed for students with little-to-no QuickBooks experience. Our courses use a “hands-on” approach to teach you from the beginning.
- QuickBooks Level 1 – Setting up a New Company, Chart of Accounts, Invoices, Bills and Basic Banking.
- QuickBooks Level 2 – Analyzing Reports, reconciling Bank and Credit Cards, customizing forms, etc..
Classes are taught in our state-of-the-art training facility in Doral, FL. All Attendees will have their own workstation to practice while the trainer shows step by step on the screen.
This class is taught by Hector Garcia, CPA; here is a preview of his teaching style:
Or call 954-633-2718 to sign up over the phone.
|The regular price for all classes taken individually is $598. With our 2-day program with certificate priced at $499, you save and have a credential for future employment.|
Please note that by taking our live course, you will receive a Certificate of Completion, it is not a license or official certification* from the manufacturer (See bellow)
If you are a business owner, our certificate program will teach you all the functions that can help you run your own business. If you are a bookkeeper, our Certification program can prove to your current or future employer that you took this 2-Day PRACTICAL QuickBooks training program and learned all the concepts that we teach and show you how to work within QuickBooks Accounting software. There will be an “open book” exam at the end clarifying all the most important QuickBooks, Bookkeeping, and Accounting concepts highlighted in our curriculum. View these sample questions, to see the concepts to be covered in our course.
I our most current class we cover QuickBooks 2014, 2015, and 2016 topics. The Book we use is QuickBooks 2016 The Missing Manual:
of this Book
Our 2-Day Certificate class comes with the book QuickBooks 2016 – The Missing Manual which contains these topics (although they will not all be covered in the class):
|Chapter 1 Creating a Company File||Converting from Another Program to QuickBooks, Opening an Existing Company File, What’s Next?, Modifying Company Info, Creating a Company File, Before You Create a Company File, Opening QuickBooks|
|Chapter 2 Getting Around in QuickBooks||Switching Among Open Windows, Menus and the Icon Bars, Your Financial Calendar, The Company Snapshot, The Home Page, .|
|Chapter 3 Setting Up a Chart of Accounts||Merging Accounts, Hiding and Deleting Accounts, Modifying Accounts, Creating Accounts and Subaccounts, Planning the Chart of Accounts, Acquiring a Chart of Accounts, .|
|Chapter 4 Setting Up Customers, Jobs, and Vendors||Tracking To-Dos, Data Entry Shortcuts, Setting Up Vendors, Hiding and Deleting Customers, Merging Customer Records, Working with Leads, Adding Notes, Categorizing Customers and Jobs, Modifying Customer and Job Information, Creating Jobs in QuickBooks, Creating Customers in QuickBooks, .|
|Chapter 5 Setting Up Items||Hiding and Deleting Items, Modifying Items, Setting Up Sales Tax, Other Types of Items, Product Items, Service Items, Creating Items, Planning Your Items, Should You Track Inventory with Items?, When You Don’t Need Items, What Items Do, .|
|Chapter 6 Setting Up Other QuickBooks Lists||Printing Lists, Sorting Lists, Hiding and Deleting List Entries, Creating and Editing List Entries, Fixed Asset Items, Customer and Vendor Profile Lists, Price Levels, Categorizing with Classes, .|
|Chapter 7 Managing QuickBooks Files||Bookkeeping, Cleaning Up after Deleting Files, Condensing Data, Verifying Your QuickBooks Data, Sending Company Files to Others, Restoring Backups, Backing Up Files, Switching Between Multi- and Single-User Mode, .|
|Chapter 8 Tracking Time and Mileage||Generating Mileage Reports, Tracking Mileage, Running Time Reports, Entering Time in QuickBooks, Setting Up Time Tracking, .|
|Chapter 9 Paying for Expenses||Paying Sales Tax, Running Expense-Related Reports, Paying with Credit Cards, Paying with Cash, Writing Checks Without Entering Bills, Producing Checks, Paying Your Bills, Recording Vendor Refunds and Credits, Handling Reimbursable Expenses, Purchasing Inventory, Automating Recurring Bills, Entering Bills, When to Pay Expenses, .|
|Chapter 10 Invoicing||Voiding and Deleting Invoices, Editing Invoices, Handling Refunds and Credits, Creating Progress Invoices, Estimating Jobs, Invoicing for Backordered Products, Invoicing for Billable Time and Costs, Creating Batch Invoices, Creating Invoices, Sales Forms and Accounts, Choosing the Right Type of Form, .|
|Chapter 11 Producing Statements||Generating Statements, .|
|Chapter 12 Transaction Timesavers||Finding Transactions, Memorized Transactions, Emailing Sales Forms, Printing Sales Forms, .|
|Chapter 13 Managing Accounts Receivable||Making Deposits, Cash Sales, Applying Finance Charges, Deposits, Down Payments, and Retainers, Discounting for Early Payment, Applying Credits to Invoices, Receiving Payments for Invoiced Income, Receivables Aging, .|
|Chapter 14 Doing Payroll||Using an Intuit Payroll Service, Recording Transactions from a Payroll Service, Paying Yourself, .|
|Chapter 15 Bank Accounts and Petty Cash||Tracking Petty Cash, Managing Loans, Reconciling Accounts, Transferring Funds, Handling Bounced Checks, Entering Transactions in an Account Register, .|
|Chapter 16 Making Journal Entries||Recording Owners’ Contributions, Recording Depreciation with Journal Entries, Reclassifications and Corrections, Checking General Journal Entries, Creating General Journal Entries, Some Reasons to Use Journal Entries, Balancing Debit and Credit Amounts, .|
|Chapter 17 Generating Financial Statements||Other Helpful Financial Reports, The Statement of Cash Flows, The Balance Sheet, The Profit & Loss Report, .|
|Chapter 18 Performing End-of-Year Tasks||Managing Your Business, Closing the Books for the Year, 1099s, Sharing a Company File with Your Accountant, Generating Tax Reports, Generating Year-End Financial Reports, Viewing Your Trial Balance, Checking for Problems, .|
|Chapter 19 Managing Inventory||Adjusting Inventory in QuickBooks, Performing a Physical Inventory, Running Inventory Reports, The QuickBooks Inventory Process, .|
|Chapter 20 Budgeting and Planning||Running Budget Reports, Filling in Budget Values, Creating and Copying Budgets with Excel, Creating Additional Customer: Job or Class Budgets, Creating Budgets in QuickBooks, Ways to Build Budgets, Types of Budgets, .|
|Chapter 21 Working with Reports||QuickBooks Power, Swapping Reports Between Company Files, Memorizing Reports, Customizing Reports, Printing and Saving Reports, Running Reports, Finding the Right Reports, .|
|Chapter 22 Online Banking Services||Online Banking Using Register Mode, Online Banking Using Side-by-Side Mode, Exchanging Data with Your Bank, Setting Up Your Accounts for Online Services, Setting Up Your Internet Connection, .|
|Chapter 23 Configuring Preferences to Fit Your Company||Time & Expenses, Tax: 1099, Spelling, Send Forms, Search, Sales Tax, Sales & Customers, Reports and Graphs, Reminders, Payroll & Employees, Payments, Multiple Currencies, Jobs & Estimates, Items & Inventory, Integrated Applications, General, Finance Charge, Desktop View, Checking, Calendar, Bills, Accounting, Preferences: The Basics, .|
|Chapter 24 Integrating QuickBooks with Other Programs||Importing Data from Other Programs, Exporting QuickBooks Data, Working with Third-Party Programs, Synchronizing Contacts, Mail Merge to a Word Document, .|
|Chapter 25 Customizing QuickBooks||Customizing Forms, Customizing the Company Snapshot, Fast Access to Favorite Features, Customizing the Home Page, Customizing the Desktop, .|
|Chapter 26 Keeping Your QuickBooks Data Secure||Audit Trails, Restricting Access to Features and Data, Creating QuickBooks Users, Setting Up the Administrator, .|
At the end of the class, we recommend for homework do do these 3 things:
- QuickBooks 2016 Missing Manual Book, Chapters: 1,2,3,4,5,9, and 10 <- After attending Level 1 Class, in preparation for level 2 class
- The following videos are about financial statements, it is important that you feel confortable with understanding there concepts: Profit & Loss Report, Balance Sheet Report, Accounts Receivable, Accounts Payables, and Cash Basis vs. Accrual Basis Accounting. These are great videos to review:
-Cash vs. Accrual Accounting:
-Balance Sheet & Income Statements:
-Financial Statements in detail:
- Watch the videos from Hector’s “How To Pass a QuickBooks Test” (link included with this class):
*If you are looking for an official Certification that is sponsored by Intuit, Inc (Maker of QuickBooks) we recommend having a Payroll Class and combined with 12 months of experience… should be enough to take the Intuit QuickBooks Certified User Exam, which is taken independently from our classes:
|Intuit offers an official examination called: “Certified QuickBooks User” which also includes Payroll AND OTHER ADVANCED related topics which we do not cover in our first 2 levels. After taking our course and combining it with some experience you can get ready to the the Certified User exam at a Certiport Testing Center. We cover about 60% of contents from this exam in our 2-day Course Program, 20% from our Payroll Class, and the last 20% comes from hands-on experience.
For more information about the different types of certifications, try this video