QuickBook Courses

Training Schedule - 3 days

  • Introduction
  • Types of Quick books
  • Features of Quick Books
  • Users to be added in different types of Quick books
  • File Extensions used in the QuickBooks
  • Transactions Limits in QuickBooks
  • Comparison with different types of QuickBooks
  • Features of Different types of QuickBooks
  • New in 2015 QuickBooks
  • a)Express Start
  • b)Detailed Start
  • c)Create a new company file based on an existing one
  • d)Converting the data from Other Accounting Software
  • Take the Local Backup
  • Take the Online Backup
  • Restore the Backup File
  • Portable Company File
  • Open a Second Company
  • Hosting Multi User Access
  • Import and Exporting IIF Files
  • Use of Verify, Rebuild and Condensing the Data
  • Restore Backup for Earlier Quick book Versions
  • Accountant’s Copy
  • Difference between Find & Search
  • Preferences on Accounting
  • Preferences on Bills
  • Preferences on Calendar
  • Preferences on Checking
  • Preferences on Desktop View
  • Preference on Finance Charge
  • General Preference
  • Preference on Integrated Application
  • Preference on Items & Inventory
  • Preference on Jobs & Estimates
  • Preference on Multiple Currencies
  • Preferences on Payments
  • Chart of Accounts
  • Item Lists
  • Fixed Assets Item List
  • Price Level List
  • Billing Rate Level Lists
  • Sales Tax Code Lists
  • Other Name Lists
  • Templates
  • Memorized Transaction List
  • Setup a New Customer
  • Create Invoices
  • Create Batch Invoices
  • Enter Sales Receipts
  • Enter Sales Estimates
  • Enter Sales Order
  • Enter Credit Memo/Refunds
  • Enter Sales Receipts
  • Enter Statement Charges
  • Receive Payments
  • Lead Center
  • Credit Card Processing
  • Setup New Vendor
  • Enter Bill
  • Purchase Order
  • Converting Purchase order to Bill
  • Receive Items
  • Converting Receive Payments to Bill
  • Difference between Purchase order and Receive Items
  • Pay Bill
  • Entering the Credit Bill
  • Adjusting the Credit with the Open Bill
  • Setup the Sales Tax
  • Setup the Tax Rate
  • Pay the Sales Tax
  • Adjust the Sales Tax Due
  • Sales Tax Liability
  • Sales Tax Revenue Summary
  • Set up the New Employee
  • Setup The Payroll Items
  • Activating the Manual Payroll
  • Payroll Schedule Setup
  • Pay Employee
  • Entering Check Charges
  • Entering Credit Card Charges
  • Entering the Deposits from Un-deposited Fund
  • Transfer Funds
  • Reconciliation
  • Setup the Online Banking
  • Loan Manager
  • Memorized Reports
  • Commented Reports
  • Company Snapshot
  • Process Multiple Reports
  • QuickBooks Statement Writer
  • Company & Financial
  • Customers & Receivables
  • Sales
  • Jobs, Time & Mileage
  • Vendors & Payables
  • Purchases
  • Inventory
  • Employees & Payroll
  • Banking
  • Accountant & Taxes
  • Budgets & Forecasts
  • List
  • Industry Specific
  • Contributed Reports
  • Custom Reports
  • Quick Report
  • Transaction History
  • Transaction Journal
  • Chart of Accounts
  • Fixed Asset Item List
  • Batch Enter Transactions
  • Client Data Review
  • Make General Journal Entries
  • Send General Journal Entries
  • Reconcile
  • Working Trial Balance
  • Set Closing Date
  • Condense Data
  • Ask Client about Transaction
  • View Conversation List
  • Manage Fixed Assets
  • QuickBooks File Manager
  • QuickBooks Statement Writer
  • Pro Advisor Program
  • Online Accountant Resources
  • Home Page
  • Company Snapshot
  • Calendar
  • Documents
  • Lead Center
  • My Company
  • Advanced Service Administration
  • Set Up Users and Passwords
  • Customer Credit Card Protection
  • Set Closing Date
  • Planning & Budgeting
  • To Do List
  • Reminders
  • Alerts Manager
  • Maintenance Alerts
  • Chart of Accounts
  • Make General Journal Entries
  • Manage Currency
  • Enter Vehicle Mileage
  • Prepare Letters with Envelopes
  • Export Company File to QuickBooks online
  • Employee Center
  • Manual Payroll Calculations
  • Entering Weekly Timesheet
  • Entering Single Time Activity
  • Pay Employees
  • Payroll Taxes and Liabilities
  • Payroll Setup

Training Schedule - 10 days

Prerequisites

You can successfully complete this training guide without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

  • Introduction
  • Types of Quick books
  • Features of Quick Books
  • Users to be added in different types of Quick books
  • File Extensions used in the QuickBooks
  • Transactions Limits in QuickBooks
  • Comparison with different types of QuickBooks
  • Features of Different types of QuickBooks
  • New in 2015 QuickBooks
  • a)Express Start
  • b)Detailed Start
  • c)Create a new company file based on an existing one
  • d)Converting the data from Other Accounting Software
  • Take the Local Backup
  • Take the Online Backup
  • Restore the Backup File
  • Portable Company File
  • Open a Second Company
  • Hosting Multi User Access
  • Import and Exporting IIF Files
  • Use of Verify, Rebuild and Condensing the Data
  • Restore Backup for Earlier Quick book Versions
  • Accountant’s Copy
  • Difference between Find & Search
  • Import & Export the Document
  • IIF File
  • Verify Data & Rebuild Data
  • Condense Data
  • Toggle to Another Editions
  • Preferences on Accounting
  • Preferences on Bills
  • Preferences on Calendar
  • Preferences on Checking
  • Preferences on Desktop View
  • Preference on Finance Charge
  • General Preference
  • Preference on Integrated Application
  • Preference on Items & Inventory
  • Preference on Jobs & Estimates
  • Preference on Multiple Currencies
  • Preferences on Payments
  • Preference on Payroll & Employees
  • Preference on Sales Tax
  • Chart of Accounts
  • Item Lists
  • Fixed Assets Item List
  • Price Level List
  • Billing Rate Level Lists
  • Sales Tax Code Lists
  • Other Name Lists
  • Templates
  • Memorized Transaction List
  • Sales Representative List
  • Customer Type List
  • Vendor Type List
  • Job Type List
  • Terms List
  • Vehicle List
  • Setup a New Customer
  • Create Invoices
  • Create Batch Invoices
  • Enter Sales Receipts
  • Enter Sales Estimates
  • Enter Sales Order
  • Enter Credit Memo/Refunds
  • Enter Sales Receipts
  • Enter Statement Charges
  • Receive Payments
  • Lead Center
  • Credit Card Processing
  • Setup New Vendor
  • Enter Bill
  • Purchase Order
  • Converting Purchase order to Bill
  • Receive Items
  • Converting Receive Payments to Bill
  • Difference between Purchase order and Receive Items
  • Pay Bill
  • Entering the Credit Bill
  • Adjusting the Credit with the Open Bill
  • Setup the Sales Tax
  • Setup the Tax Rate
  • Pay the Sales Tax
  • Adjust the Sales Tax Due
  • Sales Tax Liability
  • Sales Tax Revenue Summary
  • Set up the New Employee
  • Setup The Payroll Items
  • Activating the Manual Payroll
  • Payroll Schedule Setup
  • Pay Employee
  • Entering Check Charges
  • Entering Credit Card Charges
  • Entering the Deposits from Un-deposited Fund
  • Transfer Funds
  • Reconciliation
  • Setup the Online Banking
  • Loan Manager
  • Memorized Reports
  • Commented Reports
  • Company Snapshot
  • Process Multiple Reports
  • QuickBooks Statement Writer
  • Company & Financial
  • Customers & Receivables
  • Sales
  • Jobs, Time & Mileage
  • Vendors & Payables
  • Purchases
  • Inventory
  • Employees & Payroll
  • Banking
  • Accountant & Taxes
  • Budgets & Forecasts
  • List
  • Industry Specific
  • Contributed Reports
  • Custom Reports
  • Quick Report
  • Transaction History
  • Transaction Journal
  • Chart of Accounts
  • Fixed Asset Item List
  • Batch Enter Transactions
  • Client Data Review
  • Make General Journal Entries
  • Send General Journal Entries
  • Reconcile
  • Working Trial Balance
  • Set Closing Date
  • Condense Data
  • Ask Client about Transaction
  • View Conversation List
  • Manage Fixed Assets
  • QuickBooks File Manager
  • QuickBooks Statement Writer
  • Pro Advisor Program
  • Online Accountant Resources
  • Home Page
  • Company Snapshot
  • Calendar
  • Documents
  • Lead Center
  • My Company
  • Advanced Service Administration
  • Set Up Users and Passwords
  • Customer Credit Card Protection
  • Set Closing Date
  • Planning & Budgeting
  • To Do List
  • Reminders
  • Alerts Manager
  • Maintenance Alerts
  • Chart of Accounts
  • Make General Journal Entries
  • Manage Currency
  • Enter Vehicle Mileage
  • Prepare Letters with Envelopes
  • Export Company File to QuickBooks online
  • Training on Customer Invoices
  • Training on Bills
  • Training on Payroll
  • Training on Bank Statement
  • Quickbooks Errors and Rectification
  • Error PS058, when installing payroll updates from CD
  • Troubleshoot QuickBooks Online Banking issues and errors, including OL and OLSU errors
  • Error: Out of Memory, or other errors, when emailing or synchronizing changes with Billing Solutions
  • Backup Rescheduled or backup didn’t start error when creating backup using Intuit Data Protect (IDP)
  • Error 15216 when downloading payroll updates
  • Record merchant deposits "an error occurred while applying payment for the Invoice."
  • General troubleshooting steps for 6_xxxx errors
  • Error: Confirmation of a transfer instruction received for an account not in data file [OL-361]
  • Creating an account in QuickBooks has caused an error
  • Learn about Serial Nos
  • FIFO Applicability
  • Get Inventory Values from Multiple Locations
  • Scan Barcodes to Enter Data Quickly

US Payroll Training

  • Setup the new Employee and updating the personal information
  • Creating the Payroll Schedule
  • Creating the Payroll Items
  • Updating the Sick/Vacation Window
  • Updating the Taxes
  • Show how to set the QuickBooks for Manual Payroll
  • Entering the Timesheet
  • Set up Payroll using Intuit Online Payroll
  • Payroll Preferences
  • Setup User Access
  • Tax Tracking & Mapping Payroll Items to the Chart of Accounts
  • Pay Payroll Liabilities
  • Identify and Fix Payroll Liability Issues
  • Track Employee and Vendor Time for Job costing
  • Record Employee Loans and Loan Repayment
  • Adjust W-2s and 941s
  • Payroll Reports

10days - Accounting Training

DAY Topic Practice Exam PPT NOTES
1 The Accounting Equation: GAAP Principles Drill GAAP --- ---
2 Financial Statements : P & L, Balance Sheet, Statement of Cashflow Drill Financial Statements Done Drills should be one through out that day creating transactions and financial reports
3 Bookkeeping Drill Debits Credits and JE --- ---
4 Excel Drill Excel --- ---
5 Accounting Software: QuickBooks overview Drill --- --- ---
6 QuickBooks: Work with Customers Drill --- --- ---
7 QuickBooks: Work with Customers Drill Practice Exam 1 --- ---
8 QuickBooks: Work with Vendors Drill Practice Exam 2 --- ---
9 QuickBooks: Reports, Payroll, Year End Drill Practice Exam 3 --- ---
10 BPO/KPO: how to make it work Drill --- --- ---

QuickBooks India Training: 2 days : QBO

Set up the QuickBooks & Create the Company

Company Settings
  • Sales
    • Customizing Look and Fee
    • Sales form Content
    • Products and Services
    • Messages
    • Online Delivery
    • Statements
  • Expenses
    • Bills and Expenses
    • Purchase Orders
    • Messages
  • Advanced
    • Accounting
    • Chart of Accounts
    • Automation
    • Time Tracking
    • CurrencyOther
    • Preferences
  • QuickBooks Labs
  • Recurring Transactions
  • Product Categories
  • Class
  • Location
  • Payment Methods
  • Terms
  • Attachments
  • Import Data
  • Reconciliation
  • Budgeting
  • Audit Log
  • Set up Users
  • Invite Accountant
  • Creating the New Customers
  • Invoice
  • Receive Payment
  • Estimate
  • Credit Note
  • Sales Receipt
  • Refund Receipt
  • Delayed Credit
  • Delayed Charge
  • Creating The New Suppliers
  • Expense
  • Cheque
  • Bill
  • Pay Bills
  • Purchase Order
  • Supplier Credit
  • Credit Card Credit
  • Advance Payment
  • Bank Deposit
  • Transfer
  • Journal Entry
  • Statement
  • Inventory Quantity Adjustment
  • Set up the QuickBooks for Online Banking
  • Show the procedure for adding the transactions
  • Account List
  • Trial Balance
  • Profit & Loss
  • Transaction Detail By Account
  • Recent Automatic Transactions
  • TDS Payable
  • Transactions List By Date
  • Recurring Template List
  • Reconciliation Reports
  • Journal
  • Balance Sheet
  • Balance Sheet Comparison
  • General Ledger
  • Transaction List with Splits
  • Statement of Cash Flows
  • Recent Transactions
  • Transactions Without Tax
  • Company Snapshot
  • Expenses by Supplier Summary
  • A/R Ageing Summary
  • A/P Ageing Summary
  • Sales Performance
  • Expenses Performance
  • Company Overview
  • Trial Balance
  • Reclassify the Transactions
  • Voided/Deleted Transactions
  • Write Off Invoices
  • Journal Entries
  • Close Books
  • Reconcile
  • Accountant Reports
  • Reports Tools

Goods and Service Tax

GST is a transparent Tax and also reduce numbers of indirect taxes. With GST implemented a business premises can show the tax applied in the sales invoice. Customer will know exactly how much tax they are paying on the product they bought or services they consumed. GST will not be a cost to registered retailers therefore there will be no hidden taxes and the cost of doing business will be lower. This in turn will help Export being more competitive.

GST can also help to diversification of income sources for Government other than income tax and petroleum tax. Under Goods and Services Tax, the tax burden will be divided equally between Manufacturing and services. This can be done through lower tax rate by increase Tax base and reducing exemptions. In GST System bothe Central GST and State GST will be charged on manufacturing cost and will be collected on point of sale. This will benefit people as prices will come down which in turn will help companies as consumption will increase. Biggest benefit will be that multiple taxes like octroi, central sales tax, state sales tax, entry tax, license fees, turnover tax etc will no longer be present and all that will be brought under the GST. Doing Business now will be easier and more comfortable as various hidden taxation will not be present.


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