Introduction to Quickbooks in Fergus
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
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quickbooks
Advanced QuickBooks in Ephrata
Please note that this is a 3-evening course, held on Jan 17, 19 and 24th.
Prerequisites: Introduction to Quickbooks and Intermediate Quickbooks
General Shortcuts and Tricks/Revenue and Customer Problem Solving
- Shortcut Sheet
- Tips and Tricks
- Refresh on Customizing Your Preferences
- Issues with ‘items’
- Other Charges – NSF Checks, etc.
- Discount Issues
- Discounts and Subtotals
- Customer Center
- How to Sort Information
- Merging Double Client Names
- Invoicing Window
- Mark as Pending
- Formatting:
- How to Insert, Delete and Copy lines
- Customizing Templates
- Your Issues and Questions
Expenses/Vendor Issues and Problem Solving
- Vendor Centre
- Sorting Information
- Merging double vendor names
- Dealing with Supplier credits
- In-house credits
- Paid out credits
- Multiple account lines on one bill
- How to Create Expenses to Customers
- Your Issues and Questions
Banking, Reporting, Payroll and Government Remittance Issues
- Issues with Bank Reconciliation
- How to Manage Stale Items
- Reconciliation Discrepancy Issues
- Payroll Issues
- Deducting from and Adding Non-Payroll Items to Paychecks
- Advances
- Bonuses
- Tax Filing and Year Ends
- Tax Filing Tips and Best Practices
- Tips on Prepping for Year End
- Your Issues and Questions
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
Advanced QuickBooks in Ephrata
Please note that this is a 3-evening course, held on Jan 17, 19 and 24th.
Prerequisites: Introduction to Quickbooks and Intermediate Quickbooks
General Shortcuts and Tricks/Revenue and Customer Problem Solving
- Shortcut Sheet
- Tips and Tricks
- Refresh on Customizing Your Preferences
- Issues with ‘items’
- Other Charges – NSF Checks, etc.
- Discount Issues
- Discounts and Subtotals
- Customer Center
- How to Sort Information
- Merging Double Client Names
- Invoicing Window
- Mark as Pending
- Formatting:
- How to Insert, Delete and Copy lines
- Customizing Templates
- Your Issues and Questions
Expenses/Vendor Issues and Problem Solving
- Vendor Centre
- Sorting Information
- Merging double vendor names
- Dealing with Supplier credits
- In-house credits
- Paid out credits
- Multiple account lines on one bill
- How to Create Expenses to Customers
- Your Issues and Questions
Banking, Reporting, Payroll and Government Remittance Issues
- Issues with Bank Reconciliation
- How to Manage Stale Items
- Reconciliation Discrepancy Issues
- Payroll Issues
- Deducting from and Adding Non-Payroll Items to Paychecks
- Advances
- Bonuses
- Tax Filing and Year Ends
- Tax Filing Tips and Best Practices
- Tips on Prepping for Year End
- Your Issues and Questions
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
Advanced QuickBooks in Ephrata
Please note that this is a 3-evening course, held on Jan 17, 19 and 24th.
Prerequisites: Introduction to Quickbooks and Intermediate Quickbooks
General Shortcuts and Tricks/Revenue and Customer Problem Solving
- Shortcut Sheet
- Tips and Tricks
- Refresh on Customizing Your Preferences
- Issues with ‘items’
- Other Charges – NSF Checks, etc.
- Discount Issues
- Discounts and Subtotals
- Customer Center
- How to Sort Information
- Merging Double Client Names
- Invoicing Window
- Mark as Pending
- Formatting:
- How to Insert, Delete and Copy lines
- Customizing Templates
- Your Issues and Questions
Expenses/Vendor Issues and Problem Solving
- Vendor Centre
- Sorting Information
- Merging double vendor names
- Dealing with Supplier credits
- In-house credits
- Paid out credits
- Multiple account lines on one bill
- How to Create Expenses to Customers
- Your Issues and Questions
Banking, Reporting, Payroll and Government Remittance Issues
- Issues with Bank Reconciliation
- How to Manage Stale Items
- Reconciliation Discrepancy Issues
- Payroll Issues
- Deducting from and Adding Non-Payroll Items to Paychecks
- Advances
- Bonuses
- Tax Filing and Year Ends
- Tax Filing Tips and Best Practices
- Tips on Prepping for Year End
- Your Issues and Questions
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
Introduction to Quickbooks in Fergus
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
|
Introduction to Quickbooks in Fergus (SOLD-OUT)
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
|
Introduction to Quickbooks in Fergus
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
|
Advanced Quickbooks in Fergus
Learn how to utilize and dive deeper into this popular accounting software to track and manage your business books.
|
Intermediate QuickBooks in Fergus
Prerequisites: Introduction to Quickbooks
Session 1:
- Recording customer payments in QB
- How to handle customer discounts, partial payments, overpayments, or down payments
- How to handle customer bounced cheques
- How to record a deposit and learn how QB treats the deposit behind the scenes
- How to enter cash back from a deposit
Session 2:
- Other account types in QB
- Entering credit card changes
- Reconciling a credit card statement
- Paying a credit card
- Setting up asset accounts
- Setting up fixed asset accounts
- Purchasing a fixed asset without a loan
- Tracking a loan with a long-term liability account
- Purchasing a fixed asset with a loan
- Recording a payment on a loan
Session 3:
- Running reports in QB from the report centre
- How to customize reports including filtering, adding columns, and changing the report title
- Process reports in batches
- Saving reports as a pdf
- How to export a report a Microsoft excel
- Multiple graph types in QB and how to customize these
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
Introduction to Quickbooks in Fergus
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
|
Introduction to Quickbooks in Fergus (POSTPONED)
THIS EVENT HAS BEEN POSTPONED. THE NEW DATE WILL BE ANNOUNCED SOON!
Note: This is a full-day course on May 24th from 9am – 4pm in Fergus.
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
|
Introduction to Quickbooks in Fergus
Note: This is a full-day course on Apr 12th from 9am – 4pm in Fergus.
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
|
Intermediate QuickBooks in Ephrata
Note: This is a 3 day course for Feb 17, 21 and 24 from 6.30 p.m to 8.30 p.m.
Instructor: Kristen McDade CPA of McClarigan CPAs & Advisors
Prerequisites: Introduction to QuickBooks
Session 1:
- Recording customer payments in QB
- How to handle customer discounts, partial payments, overpayments, or down payments
- How to handle customer bounced Cheques
- How to record a deposit and learn how QB treats the deposit behind the scenes
- How to enter cash back from a deposit
Session 2:
- Other account types in QB
- Entering credit card changes
- Reconciling a credit card statement
- Paying a credit card
- Setting up asset accounts
- Setting up fixed asset accounts
- Purchasing a fixed asset without a loan
- Tracking a loan with a long-term liability account
- Purchasing a fixed asset with a loan
- Recording a payment on a loan
Session 3:
- Running reports in QB from the report centre
- How to customize reports including filtering, adding columns, and changing the report title
- Process reports in batches
- Saving reports as a pdf
- How to export a report a Microsoft excel
- Multiple graph types in QB and how to customize these
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
|
Advanced Quickbooks in Fergus (POSTPONED)
THIS EVENT HAS BEEN POSTPONED. THE NEW DATE WILL BE ANNOUNCED SOON!
Learn how to utilize and dive deeper into this popular accounting software to track and manage your business books.
|
Introduction to Quickbooks in Fergus
Note: This is a full-day course on Feb 12th from 9am – 4pm in Fergus.
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures and liabilities
|
Intermediate QuickBooks in Fergus
Note: This is a full day course for Feb 18th from 9 a.m to 4 p.m.
Prerequisites: Introduction to QuickBooks
Session 1:
- Recording customer payments in QB
- How to handle customer discounts, partial payments, overpayments, or down payments
- How to handle customer bounced Cheques
- How to record a deposit and learn how QB treats the deposit behind the scenes
- How to enter cash back from a deposit
Session 2:
- Other account types in QB
- Entering credit card changes
- Reconciling a credit card statement
- Paying a credit card
- Setting up asset accounts
- Setting up fixed asset accounts
- Purchasing a fixed asset without a loan
- Tracking a loan with a long-term liability account
- Purchasing a fixed asset with a loan
- Recording a payment on a loan
Session 3:
- Running reports in QB from the report centre
- How to customize reports including filtering, adding columns, and changing the report title
- Process reports in batches
- Saving reports as a pdf
- How to export a report a Microsoft excel
- Multiple graph types in QB and how to customize these
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
|
Introduction to Quickbooks
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures a 249 nd liabilities.ram altogether.
Intermediate to Quickbooks
Please note that this is a 3-evening course, held on February 24th, March 2nd and 9th.
Prerequisites: Introduction to Quickbooks
Session 1:
- Recording customer payments in QB
- How to handle customer discounts, partial payments, overpayments, or down payments
- How to handle customer bounced cheques
- How to record a deposit and learn how QB treats the deposit behind the scenes
- How to enter cash back from a deposit
Session 2:
- Other account types in QB
- Entering credit card changes
- Reconciling a credit card statement
- Paying a credit card
- Setting up asset accounts
- Setting up fixed asset accounts
- Purchasing a fixed asset without a loan
- Tracking a loan with a long-term liability account
- Purchasing a fixed asset with a loan
- Recording a payment on a loan
Session 3:
- Running reports in QB from the report centre
- How to customize reports including filtering, adding columns, and changing the report title
- Process reports in batches
- Saving reports as a pdf
- How to export a report a Microsoft excel
- Multiple graph types in QB and how to customize these
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
Introduction to Quickbooks
This course offers an introduction to the Quick-Books desktop, and provides the knowledge necessary for tracking income and assets, expenditures a 249 nd liabilities.ram altogether.
Advanced QuickBooks in Ephrata (POSTPONED)
Please note that this is a 3-evening course, held on May 10, 12 & 17th.
Prerequisites: Introduction to Quickbooks and Intermediate Quickbooks
General Shortcuts and Tricks/Revenue and Customer Problem Solving
- Shortcut Sheet
- Tips and Tricks
- Refresh on Customizing Your Preferences
- Issues with ‘items’
- Other Charges – NSF Checks, etc.
- Discount Issues
- Discounts and Subtotals
- Customer Center
- How to Sort Information
- Merging Double Client Names
- Invoicing Window
- Mark as Pending
- Formatting:
- How to Insert, Delete and Copy lines
- Customizing Templates
- Your Issues and Questions
Expenses/Vendor Issues and Problem Solving
- Vendor Centre
- Sorting Information
- Merging double vendor names
- Dealing with Supplier credits
- In-house credits
- Paid out credits
- Multiple account lines on one bill
- How to Create Expenses to Customers
- Your Issues and Questions
Banking, Reporting, Payroll and Government Remittance Issues
- Issues with Bank Reconciliation
- How to Manage Stale Items
- Reconciliation Discrepancy Issues
- Payroll Issues
- Deducting from and Adding Non-Payroll Items to Paychecks
- Advances
- Bonuses
- Tax Filing and Year Ends
- Tax Filing Tips and Best Practices
- Tips on Prepping for Year End
- Your Issues and Questions
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.