QuickBooks Training / Instructor-Led

For those who prefer to learn QuickBooks in a classroom setting with a live instructor, the Instructor-Led QuickBooks Training is a wonderful option. ​This class is taught by Williams Business Services LLC owner Susan Williams, a University of Texas Adjunct Instructor, and counts toward the 6 course requirement needed to earn the Small Business Success Skills Certification offered with the City of Austin Small Business Development Program.

 

QuickBooks Introduction Class
Cost: $95

Next class date: October 7, 2016 // 9:00am - 4:00pm

Location: Entrepreneur Center of Austin, 4029 S Capital of TX Hwy Ste 110, Austin, TX 78704

For Information: Call 512.974.7800

 


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Whether you are a brand new user looking to master the fundamentals of QuickBooks, or an existing user wishing to take your QuickBooks knowledge to another level, the QuickBooks Introduction Class can help you improve the way you use QuickBooks accounting software to manage your business. This seminar covers accounting basics, tracking revenue and expenses, bank reconciliation and file setup using QuickBooks Pro accounting software. Don't waste time through trial and error learning. If you want to reduce frustration, and increase accuracy in your business, this training is for you.

 

Course Objectives:


After completion of this course, students will be familiar with these processes:

1.   Navigate QuickBooks by various methods and working with forms, lists and registers

2.   Track revenue by invoices and sales receipts, receive customer payments and make deposits

3.   Enter expenses paid from bank and credit card accounts
4.   Reconcile bank and credit card accounts
5.   Use the EasyStep Interview to create a company file
6.   Generate basic reports and understand the contents

Small Business Success Skills Certificate Program


This class is eligible for the Small Business Success Certificate Program. Participants who complete six classes will receive a framed gold seal Small Business Success Certificate jointly from both The University of Texas at Austin Professional Development Center and City of Austin Small Business Development Program.

Prerequisites:
 

• Completion of the SBDP course Small Business Accounting or equivalent knowledge
• Basic computer skills

Recommended for:

 • Beginners and Intermediate Users who want to learn QuickBooks fundamentals

What you Get:
 

Six (6) hour comprehensive training class taught by a live instructor
 • Comprehensive training manual with computer exercises
 • Special QuickBooks work files to practice what you learn

Topics Covered:

Introducing QuickBooks
    How QuickBooks Handles Accounting Tasks
    QuickBooks Look and Feel, Entering Data in Forms
    About QuickBooks Files, Backing up and Restoring

The Sales Process
    Overview of the Sales Process
    Adding Customers and Jobs
    Recording Sales Receipts and Invoices,    
    Undeposited Funds
    Recording Customer Payments and Making  Deposits
    Sales and A/R Reports

Tracking Revenue
        Returns and Credits
        Writing off a Bad Debt
        Bounced Checks
        Customer Statements
        Sales Reports
Managing Expenses
        Setting Up Vendors
        Class Tracking
        Job Costs
        Paying Vendors with Registers and Checks
        Accounts Payable Reports
   

Bank Reconciliation
        Reconciling Bank Accounts
        Reconciliation Reports
        Finding Errors
        Reconciling Credit Cards
        Online Banking

File Setup
        EasyStep  Interview
        Setting up the Chart of Accounts
        Opening Balances
        Entering Open Items
        Adjusting Sales Tax Payable
        Closing Opening Balance Equity
Customizing QuickBooks
        QuickBooks Preferences
        Customizing Menus and Windows
        Items and Other Lists
        Custom Fields
Reports and Graphs

        Profit & Loss
        Balance Sheet
        List Reports
        Building Custom Reports
        Memorizing Reports
        Finding Transactions
        QuickBooks Graphs

QuickBooks Intermediate Class
Cost: $95

 

Next class date: October 21, 2016  // 9:00am - 4:00pm

Location: Entrepreneur Center of Austin, 4029 S Capital of TX Hwy Ste 110, Austin, TX 78704

For Information: Call 512.974.7800

 


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The QuickBooks Intermediate Class is a more advanced look at how to use QuickBooks to best meet the needs of your business’ accounting needs. This seminar covers these advanced topics: inventory; sales tax; payroll setup and processing; time tracking; budgets; and estimates using QuickBooks accounting software.

 

Course Objectives:


After completion of this course, students will be familiar with these processes:

 

1.  Setting up and using Inventory features
2.  Tracking, reporting, paying and adjusting Sales Tax
3.  Tracking Time
4.  Setting up and processing Payroll
5.  Generating Estimates, and creating invoices from Estimates
6.  Creating Budgets and running financial reports against the budget information

 

Small Business Success Certificate Program

 

This class is eligible for the Small Business Success Certificate Program. Participants who complete six classes will receive a framed gold seal Small Business Success Certificate jointly from both The University of Texas at Austin Professional Development Center and City of Austin Small Business Development Program.

Prerequisites:
 

• Completion of the SBDP course Small Business Accounting or equivalent knowledge
• Basic computer skills

Recommended for:

• Beginners and Intermediate Users who want to learn QuickBooks fundamentals

What you Get:
 

• Six (6) hour comprehensive training class taught by a live instructor

• Comprehensive training manual with computer exercises
• Special QuickBooks work files to practice what you learn

Topics Covered:

Inventory
    Activating Inventory, Setting up Inventory,    
    Invoicing for Inventory Items
    Purchasing Inventory, Purchase Orders
    Receiving Inventory, Adjusting Inventory

Sales Tax
    Setting Up Sales Tax, Sales Tax Items
    Sales Tax Codes, Calculating Sales Tax on Forms

Time Tracking
    Entering Time on Timesheets
    Invoicing Customers for Time / Keeping track of  
    Employee’s Time for Payroll Processing

   

Payroll Setup
    Checklist for Setting Up Payroll

    Activating Payroll, Payroll Accounts, The Payroll Setup
    Wizard
    Payroll Items

Payroll Processing
     Payroll Processing Checklist
     Paying Employees, Payroll Liabilities, Payroll Reports
Estimates
     Creating Estimates, Creating Invoices from Estimates
     Creating Reports for Estimates
Budgets
     Creating Budgets, Budget Reports

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T:  512.501.9111

 

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