Training

Base Level Understanding of QuickBooks® 2019

This introductory all-day course is great for people with a beginning knowledge of maneuvering around  QuickBooks® but are interested in learning further to increase their knowledge, learning the in’s and out’s of working the software.  Below are a list of objectives for the program.

  1. Understanding Accounting Basics for QuickBooks®
  2. Adding and Editing a New Customer with Sub-jobs, Reviewing: Estimates, Sales Orders, Invoices and Sales Receipts
  3. Adding and Editing a New Vendor, Requesting W9 Forms for Tax Filing Purposes, Entering and Paying Bills and Credits
  4. Review Bank and Credit Card Reconciliation

Next Level Understanding of QuickBooks® 2019

This intermediate all-day course is great for people with ideally at least 6 months of working knowledge working in QuickBooks® and interested in a more indepth training for trouble shooting more detailed set-up. 

  1. Understand How to Create a Back-Up File, Portable File, Accountant’s Copy, and Rebuild the Data
  2. Learn About QuickBooks® Product Technical Errors, Product Updates, the Resource Center and the Company Information Section
  3. Setting Up and Editing the Company File Preferences
  4. Customer Sales Tax Set-Up and Payments, Invoices, Sales Receipts and Customer Payments
  5. Vendor’s Billing Rate, Entering and Paying Bills with Credits, and Writing Checks
  6. Report Formatting

Introduction and Set-Up of a QuickBooks® Desktop Company

This introductory half-day course is great for people with a no prior basic knowledge of  QuickBooks® but need something to just get started.  Below are a list of objectives for the program.

  1. Learn How to Create a Company File
  2. Understand How to Create a Back-Up File, Portable File, Accountant’s Copy, and Rebuild the Data
  3. Learn to Add a Customer
  4.  Learn to Add a Vendor
  5.  Understand the Profit and Loss with Balance Sheet Reports

Introduction and Set-Up of a QuickBooks® Online Company

This introductory half-day course is great for people with a no prior basic knowledge of  QuickBooks® but need something to just get started.  Below are a list of objectives for the program.

  1. QBO User Set-Up, Dashboard and Menu Overview
  2. The Chart of Accounts Set-Up and Editing
  3. Products and Services Set-Up
  4.  Preparing Customers for Estimates, Invoicing and Receiving Payments
  5.  Preparing Vendors Bill and Bill Payments
  6.  Preparing Bank Reconciliation and Company Financial Reports

Working With a QuickBooks® 2019 Desktop Construction Company

This all-day course is great for people requiring a more indepth knowledge of QuickBooks® who work within the Construction/Contractor Industry from not only a financial reporting standpoint but also a tax perspective.  Below are a list of objectives for the program.

  1. Identify a written workflow when it comes to your accounting methods to make sure that there’s not only consistency but also a defensible position should it be questioned
  2. Defining what constitutes a small construction contractor as defined by the IRS
  3.  Working through the QuickBooks® Items List, Chart of Accounts, and Sales Tax Reporting
  4.  Reporting from a cash or accrual basis, completed contract method, and percentage of contract method
  5.  Working with Retainage, Per Diems and Bad Debt options
  6.  QuickBooks® Customer and Vendor Centers
  7.  A Set-Up to Help Understanding Your Financials Easier for Short- and Long-Term Projects

Independent Contractor and Employee Payroll Job Costing with QuickBooks® Desktop

This all-day course is great for people requiring a more indepth knowledge of the payroll and independent contractor within QuickBooks® who work within the Construction/Contractor Industry from not only a financial reporting standpoint but also a tax perspective.  Below are a list of objectives for the program.

  1. Define the 3 areas that affect what is an independent contractor versus an employee, and the SS-8 Form used by the IRS for determination
  2. Define what forms are required when hiring an independent contractor for income tax reporting
  3. Determine the best payroll option for various businesses and learn how to set up the payroll item list
  4. Add payroll expenses to a specific Customer:Job in QuickBooks®
  5. Create custom liability payments to ensure proper accounting for tax liability agencies and understand the date of payment
  6. Workers Compensation in Texas

Registration Questions

When should I register?

Because our classes are small, we encourage you to register as soon as you’re available to commit in order to avoid being locked out of a course.  Simply click on the “register” link and it will walk you through the process and on your way to business success.

What if I need to cancel?

Substitute registrations are welcome, provided you let us know in writing.  Cancellations in writing via e-mail or fax over 14 calendar days before the date of the class will be provided a full 100% refund, minus a $50.00 processing fee.  Cancellations in writing via e-mail or fax less than 14 calendar days before the date of the class will not be entitled to a cash refund but will be allowed to apply towards any future class within 180 days of the original class date you registered for.  Failure to contact us in writing once the class has begun will nullify any cancellation policy.

If I need special accommodations, what should I do?

All classes are handicap accessible, and should you need additional assistance, please notify us more than of 14 calendar days before the date of the class.  Any requests made with less than 14 calendar days will be accommodated to the best of our abilities.

What is the best attire for me to wear?

Wear comfortable clothing that is considered appropriate for your workplace.