peak-qb-facebookInterested in taking this course? Call us at (804) 404-2181 to discuss available dates.

Price: Regularly $299. Currently offered for $199.

With our full day onsite training, provided by a certified trainer, you’ll learn some of the most important and commonly used functions of QuickBooks, including:

  1. Set up your company
    • Move around QuickBooks…EFFICIENTLY
    • Get help…FAST
  2. Everyday Transactions
    • Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
    • Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
    • Inventory: purchase orders, receive items, adjust inventory
    • Sales Taxes: set up, adjust, pay, and report sales taxes
    • Banking: bank reconciliation and locate discrepancies, online banking
  3. Special Transactions
    • Give and receive refunds
    • Void vs. delete a check
    • Apply credit memos
  4. Tips & Tricks
    • Special “Window” tricks
    • Clean up lists (delete, hide and merge)
    • Sort and customize lists
    • “Collapse” financial statements
    • Show P&L by month, or as a percent of income
  5. Understand Accounting
    • Really understand your financial statements
    • Setup the chart of accounts
    • Change and fix the chart of accounts
    • Cash vs. Accrual accounting
    • Use general journal entries
    • Setup and use subaccounts
  6. Set Up and Pay Employees
    • Setup employees, payroll items
    • Track time and invoice time
    • Process paychecks
    • Modify paychecks
    • Make tax deposits
    • Prepare tax forms
    • Summarize payroll data in Excel
  7. Work with Reports
    • Add, delete, resize, and reorder columns
    • Filter and format reports
    • Save reports and create memorized report groups
  8. Tips & Tricks
    • Keyboard shortcuts
    • Add custom fields
    • Tailor company preferences
    • Create custom invoices and other forms
    • Add logos and custom fields to forms