QuickBooks Classes

QuickBooks Classes

QuickBooks classes are scheduled every Friday - The 1st week is Intro, 2nd week Intermediate, then Advanced, and the 4th Friday of each month is our Payroll class. We also offer our QuickBooks Intro and Intermediate classes on Saturdays. Contact us for class dates.

QuickBooks Intro

Overview: QuickBooks Level 1 course's main objective is to introduce you to the basic features in QuickBooks and give you an opportunity for hands-on practice. You'll learn about the types of information you need to track in your business, and you'll see how to enter that information in QuickBooks. By the time you complete the course, you'll have a good idea of all that QuickBooks offers, you'll be familiar with the most common tasks, and you'll know where to find information about more advanced features.

1. Understand how to best manage your Bank Accounts, Income, Expenses, Cost of Goods Sold, Liability Accounts, and more...

2. Learn how to enter and pay bills the easy way.

3. Choose the default settings and preferences that are best for your business.

Prerequisites: Must be able to type 25 WPM and have basic computer knowledge
Class Hours : 1 Day ( 9:00am - 5:00pm)

QuickBooks Intermediate

Overview: The Intermediate training course is designed to teach the user additional features of QuickBooks. Have you been using QuickBooks for a while or self-taught? Chances are, there are easier ways to do things. Lower your accounting fees by learning how to best utilize your financial data in QuickBooks. In this class, you will learn how to work with the Item List, Customize Jobs & Vendors, Receive and post payments, and more.

1. Work with the basic and intermediate different functions within each module. Re-sort your registers, how to delete or correct posting errors, Merge Vendors, Customers, Items, and more.

2. Manage the Check Register and learn how to work with your Bank Accounts.

3. Learn the reports that give you the specific information you need and have QB memorize them so that you can print them each month with only a few short steps.

Prerequisites: Must be able to type 25 WPM , Attendance in a QuickBooks Introduction Course
Class Hours : 1 Day ( 9:00am - 5:00pm)

QuickBooks Advanced

Overview: Are you ready to finally understand the information you can get from your QuickBooks data? This class is designed for the QB Power-User who knows the basics and is ready to get the most from the different modules QB has to offer.

Just a few of the topics we will cover in this class:
1. Credit Cards and QuickBooks - How to enter your credit card purchases into QB through the CC module and then reconcile your statement and make a payment.

2. Finally understand Cost of Goods Sold and, if posted correctly, find out how much it actually costs you to provide your specific product or service.

3. Customize your Invoices, Sales Receipts, Statements, and more! Download FREE QB forms and special reports to finally get the data you want. Take advantage of the pre-formatted custom forms to add that special look on your forms.

4. Program QuickBooks to print your monthly reports so you only have to click a few selections and all the reports are printed, modified, and filtered just the way you want it from this point on.

5. Customize your Icon Bar, set your defaults and preferences, export data to Excel, design and print custom letters and envelopes for specific customers, and learn the shortcuts the experts use.

6. Work with Budget and other Financial Features.

Prerequisites: Must be able to type 25 WPM and have attended QuickBooks Intermediate Class or equivelant knowledge.
Class Hours: 1 Day ( 9:00am - 5:00pm)

QuickBooks Payroll

Overview: Save money by processing payroll in-house. Learn how to set up your employees in QB, choose payroll defaults, select & pay employees, payroll taxes, including Federal 941 and 940 filings, State Withholding, State Unemployment and more...

Keep track of vacation, sick, and personal leave. Learn the year-end procedures including W-2's, W-3's, 1099's, and 1096 forms. Become familiar with the mandatory labor laws and compliance requirements.We will review overtime rules, I-9 forms, W-4's and documentation requirements. Time permitting, we will cover interviewing techniques and what to look for in a resume. Review the 6 ways to hire and retain good employees.

Prerequisites: Must be familiar with basic computer fundamentals and at least 3 month experience using QuickBooks. Type 25 WPM
Class Hours: 1 day (9am-5pm)

                                             Attend all 4 QuickBooks classes and save $50

You can also have ETR take care of all your QuickBooks, Microsoft Money, or Peachtree accounting and bookkeeping needs each month or on a quarterly basis.

Payroll Services

Audits

Monthly and Quarterly Payroll Taxes

Bank Reconciliation

Full Bookkeeping Service

Accounts Payable

Accounts Receivable

Financial Statements

State and Federal Tax Payments

Quarterly Payroll Tax Services

Contact us for additional information at 307.734.9415 in Jackson Hole, WY, 208.656.0555 in Rexburg, 208.233.1428 in Pocatello, or 208.525.8813 in our Idaho Falls, ID location or email us at etr@etrdirect.com

Executive Taining Resources offers customized QuickBooks training at your office. Want to work with your specific data? Do you need to cover only a few certain topics? We can come to your facility and train you using your actual QB file. Call now to schedule your private training!

Professional QuickBooks Advisor on staff
QuickBooks Consultation Fee: $65 - $55 per hour 3 hour minimum

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Executive Training Resources

         1501 Northgate Mile              259 N 2nd E
          Idaho Falls, ID 83401      Rexburg, ID 83440
              208.525.8813                       208.656.0555

        565 W Broadway                 150 E Quinn Road
    Jackson,WY 83001               Pocatello, ID 83201
        307.734.9415                            208.233.1428

www.etrdirect.com
email etr@etrdirect.com

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