QuickBooks puts the software you use most often for business in one place. Let us show you how easy QuickBooks can be to simplify your bookkeeping needs.  Whether you are looking to increase your skillset for job placement purposes, or learn basic bookkeeping for your own business, this course is for you!

For a typical business owner, keeping good records can be a daunting task. Whether you are in charge of the day to day bookkeeping, or looking for work in an office environment, it is essential to have skills in basic bookkeeping today. Let us show you how easy this program can be to simplify day to day bookkeeping. QuickBooks puts the tasks you use most often for business in one place. Invoicing, accepting payments, tracking income and expenses and maintaining day to day books for tax time are just a few things you can do using QuickBooks. QuickBooks is the most comprehensive, user-friendly accounting system on the market today.

To complement the Business Applications program or to offer bookkeeping experience, this QuickBooks series will give the student a better understanding of how a company runs its financials. From Invoicing to Customizing reports, each module will teach exactly what QuickBooks was meant for. Potential employers, especially small businesses where the office assistant may be in charge of inputting data, are looking to hire well-rounded individuals who have a common knowledge of basic bookkeeping. This class will do that and more. The student will be able to input data into QuickBooks with ease. This program is designed to promote job placement.

Course Length: 32 hrs (approx. 6 weeks) – All classes are 4 hours with a 15 minute break.

QuickBooks 1 – Introduction to QuickBooks

QuickBooks is the leading accounting program for small businesses. In this workshop, learn how to create and customize a new QuickBooks company. Start by gathering information and learn in easy steps how to track your company accounts. Participants will customize the chart of accounts by adding or deleting expense & income accounts; manage bank accounts; setup items, services, inventory & non-inventory parts; create users and set password protection. Backup and restoring a company file will also be discussed.

QuickBooks 2 – Customers, Sales & Inventory

In this workshop, learn how to track and report customer activities. Topics include adding new customers and editing customer data; create estimates and invoices; apply payments to an invoice and create sales receipts; handle undeposited funds; track refunds and create credit memos; and print monthly statements. Participants will learn how to run customer activity reports including customer balance summaries, summary of open invoices, aging and collection reports

Intro to Bookkeeping 3 – Working with Vendors

Need to monitor your accounts payable? Learn how to create a vendor list, enter bills, pay bills and generate checks. Additional topics include creating purchase orders, tracking and receiving inventory items. Students will learn how to process reports including vendor balance summary, unpaid bills detail, accounts payable aging reports, and yearly 1099s for vendors.

Intro to Bookkeeping 4: Using Payroll

If you have employees, QuickBooks can help you process payroll quickly and accurately. In this workshop, students will learn how to setup payroll items and add new employees; create paychecks, print pay stubs and use direct deposit; process payroll liabilities and print payroll reports including quarterly unemployment forms, Federal 941s, annual 940s and W2s.

Intro to Bookkeeping 5: Banking and Credit Cards

Students will learn how to customize forms, create memorized transactions and journal entries.  And now that you know how to do all of this in the desktop version, let us show you how in the Online version.


Intro to Bookkeeping 6: Reports & Customizing

Now that you have mastered logging your daily entries, enroll in this workshop to learn how to create and customize reports, lists and summarize information. Specific topics will include profit/loss statements and balance sheets; working with memorized transactions and reports; exporting to Excel; creating mailing labels and letters to customers; changing company preferences; customizing company forms; modify reports and filtering data; and editing QuickBooks preferences.

Excel 1 & 2

You will join the rest of the class in this Excel course.  Excel 1 & 2 are the first 2 and most important of the Excel classes.  Learning the basics of Excel and creating and editing spreadsheets as well as simple formulas will complement your knowledge with QuickBooks.  You will learn how to export reports from QuickBooks.  These 2 Excel classes will teach you how to format and add formulas to these spreadsheets.


1537 Dale Mabry Highway, #101, Lutz FL 33548
Access Computer Training

1537 Dale Mabry Hwy, Ste 101 Lutz FL 33548  855-953-2764 (855-9-LEARNIT)

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