QuickBooks Seminar

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Welcome to QuickBooks Training

We are offering a QuickBooks Seminar for Accountants or advance bookkeepers that will teach students how to enter and use journal entries, managing loans, working classes, customizing company files and dealing with your clients QuickBooks files.

This is a great course for someone who has accounting knowledge and has taken our QuickBooks basic and advance course or has the equivalent knowledge.

  • We are one of only places where the course is taught by a QuickBooks Certified ProAdvisor with years of experience using QuickBooks.
  • This is 100% hands on seminar; every student will have their own computer to work on. Some training providers teach QuickBooks with no hands on training. You will not learn QuickBooks by watching someone else use it. It's like learning to drive a car by watching someone else drive.
  • A customized manual with step by step directions is included with the seminar.
  • You’ll be given a Certificate upon completion of the training.
  • The seminar is held in a convenient and spacious location in Midtown Manhattan.
  • We are New York City’s #1 QuickBooks Trainers. We teach more people QuickBooks than any other training center.

Seminar Cost: Call us to schedule

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Call us for information on how to have this class taught at your location for your employees
To schedule call: 212-564-2351

Students will learn

  • How to use journal entries to update QuickBooks

  • How to manage loans and fixed assets in QuickBooks

  • How to setup classes

  • How to  customize company files to different businesses

  • How to customize reports and working the audit trail

  • How to manage company files for your clients

  • How to clean up your client files

The Seminar will include the following topics:

Lesson 1: entries

  • Entering opening entries

  • Entering adjusting entries

  • Entering historic transactions

  • Understanding the opening trial balance

  • Converting previous accounting systems to QuickBooks

  • Closing the books.

Lesson 2:

  • How to manage loans in QuickBooks

  • How to manage fixed assets using the fixed asset manager

  • How to enter depreciation entries

Lesson 3

  • How to create classes

  • How to assign classes to transaction

  • Understanding the different types of classes reports

Lesson 4:

  • Customizing a company file

  • How to add and remove features from a company file

  • How check a company files for integrity errors and how to fix them

  • Managing multiple company files

  • Using the toggle feature

Lesson 5

  • Creating custom reports.

  • Using the audit trail.

  • How to create graphs in excel with data from QuickBooks.

Lesson 6

  • How to create and manage QuickBooks for your clients

  • Working with the client accounting copy

  • How to monthly summary transactions

  • Working with the Financial Statement designer

Lesson 7

  • How to clean up your client files

  • Importing and Exporting data

  • Common mistakes made by users

Lesson 8

  • Questions and answer session


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Call: 212-564-2351