How to Unleash the Power of QuickBooks
Learn How QuickBooks works, not just what it does.
Discover what you and your employees really need to know to unleash the power of
QuickBooks with hands on computer training with a Certified QuickBooks ProAdvisor. Class
includes 8 hours of personal training.
Next Class is September 9, 2010
This class is a must for anyone responsible for their company's financial activities and transactions.
- Business Owners
- Mid- and upper-level management
- Office Managers
- Bookkeepers
- Collections/Accounts Payable Staff
About the Trainer - Margaret Gow, CPA
Margaret Gow, Senior Manager Accounting Systems - GrowthForce
Described as a “rock star” in the QuickBooks world, Margaret Gow has been using and studying
the leading software for small businesses since its inception in the early 1990s. She traveled the
country for five years teaching QuickBooks for Real World Training company. She advised Intuit, the
makers of QuickBooks, in their development of future versions of their software. Additionally, she
co-authored Intuit’s certification exam for the QuickBooks Professional Advisor program. Her
teaching ability is well-established having been on the full-time faculty at the University of Houston
Downtown for ten years.
CPE Credits
Eight CPE Credits will be awarded for this training. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.
Monthly classes available in the Houston area. If you have any questions call 281-358-2007
Course Fee: $299 - For 8 Hours of Training
Your Payment for Seminar secures your seat and must be received three days prior to the scheduled training date. Cancellations made up to one week before the training, but will be refunded less $50.00. Cancellations less than one week before the date will not be refunded.
Schedule at a Glance
Lesson 1
Getting Started
Course Introduction,
Introducing QuickBooks,
Getting around in QuickBooks,
All the accounting you need to know,
Exiting QuickBooks,
Moving between company files
Lesson 2
Setting up QuickBooks
Creating a QuickBooks company,
Entering company info,
Customizing QuickBooks or your business,
Setting up your business accounting,
Completing company file setup,
Getting help while using QuickBooks,
Closing the company file
Lesson 3
Working with lists
Using QuickBooks lists,
Editing the chart of accounts,
Working with Customers & Jobs list,
Working with the Employee Center,
Working with the Vendor Center,
Adding custom fields,
Managing lists
Break – 10 minutes
Lesson 4
Working with bank accounts
Writing a QuickBooks check
Using bank account registers,
Entering a handwritten check,
Transferring money between accounts,
Reconciling checking accounts
Lesson 5:
Using other accounts in QuickBooks
Other account types in QuickBooks,
Tracking credit card transactions,
Working with asset accounts,
Working with liability accounts,
Understanding equity accounts
Lunch – 12:00 – 1:00 PM
Lesson 6:
Entering sales information
Using sales forms in QuickBooks,
Filling in a sales form,
Memorizing a sale,
Entering a new service item,
Using multiple price levels,
Reminding customers of overdue payments
Lesson 7
Receiving payments and making deposits
Recording customer payments,
Making deposits,
Processing credit card payments
Lesson 8
Entering and paying bills
Handling bills in QuickBooks,
Using QuickBooks for accounts payable,
Entering bills,
Paying bills
Break – 10 minutes
Lesson 9
Reporting
Repots and graphs help you understand your business,
Creating QuickReports,
Creating and customizing preset reports,
Saving report settings,
Printing reports,
Exporting reports to Microsoft Excel
Lesson 10
Tracking time
Tracking time and mileage, Invoicing a customer for time and mileage,
Displaying project reports for time tracking,
Paying non employees for time worked
Lesson 11
Customizing forms and writing QuickBooks letters
About QuickBooks forms,
Customizing invoices,
Designing custom layouts for forms,
Using QuickBooks letters
