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Monday, October 21, 2019 »  Training » Class Schedule « 

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CAREER TRAINING INSTITUTE AND ANDERSON ZURMUEHLEN & CO, CPAs

Fall 2019

QUICKBOOKS SCHEDULE

 

COST:   *** $130.00 PER CLASS OR $500.00 FOR PRE-PAID 4 QB Desktop Class Series***

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


Space is limited!!! Please Contact Career Training Institute at 406.443.0800 to register today

 

BEGINNING QUICKBOOKS DESKTOP  –   Friday, October 11, 2019     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 18, 2019      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 25, 2019     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 AND PAYROLL REPORTS DESKTOP  -   FRIDAY,  OCTOBER 25, 2019     1:00 p.m - 5:00 p.m.

Learn more about setting up and processing payroll, accurately setting up 401k and cafeteria plans plus vital year end reports and so much more. This class will delve into Quarterly and Annual reports that need to be filed with Federal and State authorities, such as 941, 940 UI-5, and W-2s. 


  
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