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Sunday, October 22, 2017 »  Training » Class Schedule « 

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CAREER TRAINING INSTITUTE AND ANDERSON ZURMUEHLEN & CO, CPAs

Fall/Winter 2017

QUICKBOOKS SCHEDULE

 

COST:    $99.00 PER CLASS OR $350.00 FOR PRE-PAID SERIES OF FOUR CLASSES

            LOCATION:  CAREER TRAINING INSTITUTE, 347 N. LAST CHANCE GULCH, HELENA

 

If you are interested in attending classes, please contact Career Training Institute at 443-0800

 



BEGINNING QUICKBOOKS DESKTOP  –   FRIDAY, September 29th, 2017  8:30 to Noon

Are you new to QuickBooks®? Are you getting by with the basics and now you’re ready to learn more? Topics will include a review of the chart of accounts, setting up vendors and customers, reconciling bank statements, entering credit card charges, numerous QuickBooks hints and tips and more! 



INTERMEDIATE QUICKBOOKS CLASS I DESKTOP   -   Friday, October 13th, 2017   8:30 to Noon

For many users, performing common, day-to-day transactions in QuickBooks poses few challenges. The Intermediate I class is designed for people who want to learn how to use some of the more advanced features available in QuickBooks.  This class covers in-depth information on using accounts receivable and accounts payable along with other functions available in QuickBooks.  We will cover:

 

  • ·        Accounts Receivable processes - invoicing, applying payments, preparing customer statements and generating meaningful AR reports
  • ·        Accounts Payable processes – entering bills, printing checks, applying credits, and generating meaningful  AP reports
  • ·         Recording trades between vendors and customers
  • ·         Tips and tricks when memorizing reports
  • ·         Using the Loan Manager function
  • ·         Creating and using budget
  • ·         Basics of modifying templates

 

INTERMEDIATE QUICKBOOKS CLASS II  DESKTOP Friday, October 27th, 2017  8:30 to Noon

Similar to the Intermediate QuickBooks 1 class, the topics covered in this session teach users how to enter uncommon transactions in accounts receivable and accounts payable.  The class includes instruction on properly accounting for a line of credit, recording employee purchases and advances, using pricing levels, recording customer down payments, and much more!  Join us for this class to learn about:

 

  • ·         Accounts Payable – vendor credits, voiding prior period transactions, employee purchases and advances, debit card and EFT transactions, petty cash, line of credit and vendor refunds
  • ·         Accounts Receivable – cleaning up AR balances, credit memos, pricing levels, customer down payments, NSF checks, recording bad debt and using multiple AR accounts
  • ·         Online banking
  • ·         Recording vehicle mileage
  • ·         Understanding journal entries
  • ·         Using advanced search filters
  • ·         Using advanced reporting filters

QUICKBOOKS PAYROLL DESKTOP  -   FRIDAY,  November 10th, 2017  8:30 to Noon

Learn more about setting up and processing payroll, accurately setting up 401k and cafeteria plans plus vital year end reports and so much more.

MAKING THE SWITCH TO QUICKBOOKS ONLINE – Deceember 8th, 2017 8:30 to 10:30

Are you interested in learning if QB Online would be the right software for you? This class is geared for current users of QuickBooks Desktop and new users alike.  We will discuss the different options available in QB online and the similarities and differences between online and desktop.  This will be more of an introductory class to the software and will not dig too deep in the details.  2 hours. $45


  
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