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QuickBooks Training for Corporate

Learn QuickBooks from a company that’s trained hundreds of QuickBooks users and small businesses. We offer remote or in person instructor-led QuickBooks classes with flexible curriculum created specifically for you and your unique business.
Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals. Below are some example training course outlines.


Discover the hidden Power of QuickBooks

QuickBooks is powerful software. It’s kind of like an iceberg. It does so much, but unfortunately most of us don’t see what’s below the surface…even if we’ve used QuickBooks for years. And that’s where the cool stuff really is!

We’ll “clear the water” around the iceberg so you can see everything QuickBooks can do, and you’ll gain the confidence to “dive in” and take advantage of all the cool stuff.


In addition to the basics, you'll discover secret tips & tricks that save time, and powerful report tools that'll help your business make good decisions. Plus, discover how to customize QuickBooks for your business and ways to simplify and automate your work.


Please note: This training requires a solid foundation in QuickBooks. If you're not an experienced QuickBooks user, we recommend you attend the Mastering QuickBooks Level 1 class first.




Mastering QuickBooks Level 2

Master more difficult (but common) QuickBooks features, become a report expert, and build on your foundation from Level 1.


This course is perfectly suited for:

  • Novice or intermediate users who've have learned some basics
  • Users who want to discover how to get more out of QuickBooks
  • People who want to become experts in QuickBooks


What You'll Learn

Customizing QuickBooks (make QuickBooks REALLY work for you!)

  • Modifying important preferences
  • Customizing your home page
  • Modifying the iconbar
  • Creating and using custom fields
  • Using account numbers
  • Using classes (for departments, locations, etc.) 

Sales Transactions, Tricks, and Workarounds

  • Setting up price levels
  • Sales orders/backorders
  • Batch invoicing
  • Invoicing for billable costs
  • Complex sales tax situations
  • Creating and using estimates
  • Progress invoicing
  • Finding and fixing typical errors in accounts receivable
  • 2 methods for handling customer deposits
  • Managing collections
  • Writing off bad debts
  • Customer under- and over-payments
  • Transferring customer credits
  • Working with multiple accounts receivable accounts
  • Entering retail sales 

Purchase Transactions, Tricks, and Workarounds

  • Purchasing and accounting for fixed assets
  • Entering company loans with the Loan Manager
  • Lines of credit
  • Typical bill payment errors
  • Preparing 1099’s at year-end
  • Employee and owner purchases
  • Prepaid expenses
  • Vendor deposits
  • Vendor refunds
  • Barter transactions
  • Voiding prior period checks
  • Using the cash flow projection tool

Items & Inventory

  • Expenses vs. Items…which do you use?
  • Inventory limitations
  • Inventory adjustments
  • Creating group items
  • Working with inventory assemblies
  • Units of measure 

Advanced Tricks

  • When should you start over with a new file?
  • The limitations of QuickBooks
  • Handling bank reconciliation errors
  • Using multiple currencies
  • Fixing errors in all areas of QuickBooks... there are so many we can't list them all! 

Completing Set Up

  • Completing setup: opening balances, completing lists, special accounts, opening balance equity, and payroll setup
  • 2 methods for entering transaction history 
  • Checking the setup…is it right? 
  • Payroll Transactions, Tricks, and Workarounds
    • Correcting the setup of payroll items 
    • Adding difficult payroll items 
    • Using payroll effectively for job costing 
    • Voiding/Reprinting paychecks 
    • Handling special payroll deductions and payments
    • Preparing and adjusting W-2s 
    • Employee loans 
    • Setting up and tracking workers compensation insurance 
    • Net to Gross paycheck calculations 
  • Mastering QuickBooks Reporting 
    • Advanced report customization
    • Report types in QuickBooks…what you really need to know!
    • Importing and exporting reports 
    • Using special fields to improve reports 
    • Troubleshooting reports filters
    • Memorizing reports and creating report groups 
    • Adding reports to the iconbar 
    • Powerful techniques for modifying reports in Excel 
    • Generating custom summary and transaction reports
    • Graphing QuickBooks data in Excel 
    • Budgets and forecasts
    • Combining financial statements
    • Extending the QuickBooks database 
    • Using advanced fields for reports (customer type, vendor type, job type, custom fields, and more) 
  • Unlocking the Power of QuickBooks
    • Deleting and archiving old transactions in your file 
    • Remote access (to access your company file through the internet) 
    • Automating backups
    • Tricks to make QuickBooks run faster and more efficiently 
    • Corrupt data files…how, why, and what to do 
    • Verify and rebuild company files 
  • Importing and Exporting
    • Exchanging data between QuickBooks files
    • Importing and exporting lists
    • Importing and exporting customized forms
    • Using reports with multiple company files
    • Exchanging data between QuickBooks and other programs
    • Working with integrated applications
    • Using special Excel import feature 
  • Secrets Your Accountant Should Know
    • Common client mistakes and their fixes 
    • Closing the books
    • Getting information to and from your accountant 
    • Finding changes made to closed periods 
    • Understanding and using retained earnings
    • Discovering quirks of QuickBooks journal entries 
    • Using reversing journal entries
    • Year-end procedures 
    • Using the Audit Trail and other reports to find errors 
    • Cash basis financial statements (what is QuickBooks doing?) 
    • Special reports for your accountant 
    • What you REALLY need to know to become an advanced user! 
    • Little known power features in all areas of QuickBooks



A must have…if you’ve mastered the basics

Begins where the 2 day (Level 1) class ends. Covers 2 full days of classroom training!

Discover the secrets to tricky transactions and building reports

Learn “workarounds” to complex (but common) transactions, and unlock the information you need on QuickBooks reports.

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