25 year Anniversary

PFBF CPAs  |  It's about your business

Deb

QuickBooks Training...

Have you always wanted to take a QuickBooks class, but just never found the time or if you did have the time you couldn’t find the class that was right for you? Well, PFBF CPAs now offers QuickBooks Training. Gain the knowledge you need to manage your business, achieve better control over finances, and increase profitability using QuickBooks.

Let me take a moment to introduce myself, my name is Debra Veilleux and I am a Certified QuickBooks Pro Advisor. I became a Certified QuickBooks Pro Advisor in 2003 and earned my Advanced Certification in 2007. I invite you to join me and other QuickBooks’ users to find out just what QuickBooks can do for you.

Learn QuickBooks in a relaxed environment, actual hands on application and class size is limited. Classes will last approximately 3 hours, 2 lessons will be covered during that timeframe. Take the first step today, fill out the attached form. Should you have any questions or need more information, please call me at 873-1603.

 

Lesson 1 : Getting Started

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Objectives:
  • Gain an overview of the course and topics to be covered.
  • Know how QuickBooks works and how you can get around.
  • Learn common business terms used by QuickBooks.

Lesson 2 : Setting up QuickBooks

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Objectives:
  • Discuss some of the decisions you need to make before using QuickBooks, such as your QuickBooks start date and the number of QuickBooks companies you should create.
  • Create a new QuickBooks company using the Easy Step Interview.
  • Set QuickBooks preferences in the Interview.
  • Record the opening balance for a checking account.
  • Enter customers, jobs, vendors, accounts and items.
  • Practice using the QuickBooks Help tools.

Lesson 3 : Working with Lists

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Objectives:
  • Edit the company chart of accounts.
  • Add a new customer to the Customers and Jobs list.
  • Add a new vendor to the Vendor list.
  • Learn about custom fields, and practice adding custom fields.
  • See how to manage lists in QuickBooks.

Lesson 4 : Working with Bank Accounts

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Objectives:
  • Learn how to work with the registers for QuickBooks bank accounts.
  • Demonstrate how to open a register.
  • Learn the features common to all registers.
  • Learn when and how to make entries directly in the register.
  • Demonstrate how to reconcile a QuickBooks bank account.

Lesson 5 : Using Other Accounts in QuickBooks

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Objectives:
  • Introduce the other account types available in QuickBooks.
  • Learn how to track credit card transactions in QuickBooks.
  • Reconcile a credit card account.
  • See how to make a credit card payment.
  • Discuss the different types of asset and liability accounts you can create and see how to track assets and liabilities in QuickBooks.

Lesson 6 : Entering Sales Information

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Objectives:
  • Learn about the different formats available for sales forms.
  • Save sales and purchase forms in Portable Document Format (PDF).
  • Practice creating a new invoice.
  • Learn the purpose and use of the QuickBooks Item list.
  • See how QuickBooks records the information you enter on sales forms.
  • Memorize an invoice transaction for reuse.
  • Add a new item to the Item list.
  • Add a new price level to the Price Level list.
  • Associate a price level with a customer.
  • Create invoice letters.Generate reminder statements.
  • Create sales orders (QuickBooks Premier and higher).
  • Track backorders(QuickBooks industry-specific editions).

Lesson 7 : Receiving Payments & Making Deposits

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Objectives:
  • Learn how to record customer payments in QuickBooks.
  • Learn how to handle customer discounts, partial payments, overpayments, or down payments.
  • See how to record a deposit in QuickBooks, and learn how QuickBooks treats the deposit behind the scenes.
  • Learn how to enter cash back from a deposit in QuickBooks.
  • Learn how to process credit card payments.

Lesson 8 : Entering & Paying Bills

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Objectives:
  • Discuss the different ways you can handle bills in QuickBooks.
  • Learn how to enter a bill in QuickBooks.
  • Use the Pay Bills window to pay a bill in QuickBooks.
  • Learn how to enter a discount on a bill from a vendor.

Lesson 9 : Analyzing Financial Data

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Objectives:
  • Discuss some of the tools QuickBooks gives you for analyzing financial data: QuickReports, preset reports, and graphs.
  • Create a QuickReport.
  • Add a column to a report.
  • Learn how to move a column in a report.
  • Learn about the types of preset reports QuickBooks offers.
  • Practice creating reports and viewing them onscreen.
  • Customize a report by changing how it looks and the data it covers (filtering).
  • Learn how to process reports in batches.
  • Save reports as Portable Document Format (PDF) files.
  • Learn how to export a report to Microsoft Excel.
  • Practice filtering reports in Microsoft Excel.
  • Learn about the types of graphs QuickBooks offers.
  • Create and customize several graphs.

Lesson 10 : Setting up Inventory

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Objectives:
  • Get an overview of inventory in QuickBooks.
  • Practice filling out a purchase order for inventory items.
  • Track the receipt of the inventory items in QuickBooks.
  • Adjust inventory manually, to enter a stock loss or increase.
  • Create, build, and edit inventory assemblies (finished goods).

Lesson 11 : Tracking & Paying Sales Tax

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Objectives:
  • Get an overview of sales tax in QuickBooks (the steps involved in tracking, collecting, and paying it).
  • See how to set up QuickBooks to track sales tax.
  • See how to apply sales tax to a sale.
  • Learn how to determine a business’s sales tax liability.
  • Write a QuickBooks check to the appropriate tax agency for sales tax liability.

Lesson 12 : Doing Payroll with QuickBooks

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Objectives:
  • Gain an overview of payroll in QuickBooks.
  • Learn more about payroll setup.
  • Set up employee payroll information.
  • Set up payroll schedules.
  • Practice writing and printing a payroll check.
  • Learn how QuickBooks tracks your tax liabilities.
  • Practice paying payroll taxes.

Lesson 13 : Estimating & Progress Invoicing

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Objectives:
  • Learn how to create job estimates.
  • Find an estimate in a data file.
  • Learn to duplicate an existing estimate.
  • Create an invoice from an estimate.
  • Display project reports for estimates.
  • Update a job’s status.
  • Make an estimate inactive.

Lesson 14 : Tracking Time

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Objectives:
  • Learn how to track time worked on a project.
  • Learn how to invoice a customer for time worked on a project.
  • Create project reports for time tracking and learn about other project reports.
  • Learn how to set up items used to track time worked by owners or partners.
  • Learn how to pay nonemployees for time worked.

Lesson 15 : Customizing Forms & Writing QuickBooks Letters

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Objectives:
  • Learn how to modify a preset invoice form.
  • Design a custom invoice form.
  • See how to print invoices.
  • Learn how to prepare a collection letter for overdue customers.
  • Learn how to edit a prewritten letter in QuickBooks.

 

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