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QuickBooks Training

Learn QuickBooks and industry-specific best practices from the company that’s implemented it within thousands of real businesses. Get tailored QuickBooks training for your unique business. Request a free consultation and quote today.

Sample QuickBooks Training Topics We Offer

Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals. Below are some example training course outlines.

QuickBooks Beginner Level Training

Prepare For Setup

  • Creating a New File – Detailed Set Up
  • Creating a New File – Express Set Up
  • Changing Passwords
  • Change Business Information
  • Change The Left Icon Bar
  • Company Preferences
  • My Preferences
  • Calendar Function
  • Customize Icon Bar
  • Back Up File

Chart of Accounts and Items

  • Account Types in Chart of Accounts
  • Create a New Account
  • Header and Sub Accounts
  • Chart of Accounts Flow
  • Item Types – Basic Overview
  • How to Set Up and Organize Your Items List

Customers Jobs and Vendors

  • Create a New Customer
  • Merge Duplicate Customers
  • Customer Type List
  • Create a New Job
  • Job Type List
  • Create a New Vendor
  • Vendor Type List
  • Merge Duplicate Vendors

Customize Your Forms

  • Invoice Basic Customization
  • Invoice Additional Customization
  • Invoice Layout Designer
  • Purchase Order – Basic Customization
  • Purchase Order – Additional Customization
  • Purchase Order – Layout Designer

Invoice and Accounts Receivable Basics

  • Create an Invoice
  • Receive Payment – Record Deposit
  • Create a Credit Memo and Apply to an Invoice
  • Create Credit Memo
  • Create a Statement
  • Collections Center

Accounts Payable Basics

  • Enter Bill – Rent
  • Enter Bill – Item and Expenses
  • Pay Bills
  • Print Checks
  • Create Vendor Credit and Apply to Open Bill
  • Gas Restaurants and Airport Expenses

Banking Basics

  • Write Check for Items and Expenses
  • Transfer Funds From One Bank Account To Another
  • Create Wire – EFT – ACH Payment
  • Void Check Without a Closed Period
  • Reconcile Bank Account to Bank Statement
  • Petty Cash
  • Which Checks Can You Use
  • Add Company Logo and Address to Printed Checks
  • Print Signature On Checks

QuickBooks Intermediate Level Training

Step Up your Set Up Knowledge

  • Install QuickBooks Enterprise
  • Update File to New Release
  • Register Your QuickBooks Software
  • Hide Company Files
  • Enter Beginning Balances
  • Class List
  • Set Up a New User
  • User Permissions in QuickBooks Enterprise
  • Print Role List in QuickBooks Enterprise
  • Set Up Online Banking Connection
  • Back Up vs Portable File vs Accountants Copy
  • Schedule Automatic Backup

Customize Your Centers

  • Customize Customer Center
  • Customize Vendor Center
  • Customize Employee Center
  • Company Snapshot

Chart of Accounts Done Right

  • Account Numbers
  • How To Sort Your Chart of Accounts List
  • Clean Up Chart of Accounts

Inventory and Services

  • Inventory Center
  • Inventory Items
  • Service Items
  • Group Items
  • Inventory Assembly
  • How to Use Discounts
  • Use Subtotals On Customer Transactions

Inventory Activities

  • Adjust Inventory
  • Update Your Price List
  • Update Sales Price – Mass Adjustment
  • Automatic Cost and Price Adjustment

Sales Tax

  • Turn On Sales Tax Tracking
  • Sales Tax Item and Group Set Up
  • Adjust and Pay Sales Tax

Communicating with your CPA

  • Create Accountants Copy
  • Accountant Activities in Accountants Copy
  • Receive Accountants Copy After Accountant Changes
  • Cancel Accountants Copy

More Customization – Custom Fields

  • Custom Fields on Items
  • Custom Field Overview
  • Customer Custom Field
  • Custom Fields on Invoices – Customer Custom Field
  • Custom Field on Purchase Order – Vendor Custom Field

More Lists for Better Tracking

  • Sales Rep List
  • Terms List
  • Payment Method List
  • Customer Message List
  • Ship Via List
  • Template List
  • Bill Rate Level List
  • Fixed Asset Item List
  • Vehicle List

Quotes Estimates and Sales Orders

  • Lead Center
  • Estimates Sales Orders and Invoices
  • Create an Estimate
  • Duplicating an Estimate
  • Create a Sales Order

Intermediate Invoicing

  • Memorize Invoice For Recurring Monthly Invoices
  • Choose Memorized Transaction to Enter Now
  • Progress Invoicing
  • Batch Invoices
  • Price Level List
  • Pending Invoices
  • Statement Charges

Accounts Receivable Scenarios

  • Use Undeposited Funds As a Default When Receiving Payments
  • Cash Back When Making a Deposit
  • Reimbursable Expenses
  • Finance Charges
  • Receive Payment – Client Overpays
  • Receive Payment – Client Underpays

Accounts Payable

  • Purchase Order for Inventory and Receive Inventory
  • Purchase Order to Track Services
  • Memorize a Bill For Recurring Expenses
  • Prepaid Expense Amortization
  • Check Payment Before Receive Bill
  • Loan Manager
  • Pay Bill By Credit Card
  • Print Bill Payment Stub
  • Change Amount of Bill After Paid
  • Record Credit Card Transactions
  • Credit Card Credit
  • Reconcile and Pay Down Your Credit Card

Payroll Set Up and Use

  • Turn On Time Tracking for Employee
  • Enter Payroll Service Key
  • Track Single Activity On Timecard Using Stop Clock
  • Payroll Preferences
  • Weekly Timesheet Entry
  • Payroll Set Up Interview
  • Batch Timecard Entry
  • Employee Set Up Manually
  • Print Timesheets
  • Set Up Payroll Items in Multiuser Mode
  • Set Up and Edit Payroll Schedule
  • Run Scheduled Payroll

Reports You Need to Know

  • Review of Standard Reports
  • Transaction Journal Information
  • Company Reports
  • Accountant and Taxes
  • Daily Sales Summary Report
  • Intuit QuickBooks Statement Writer
  • Sales by Rep – Cash Basis
  • Custom Reporting – Summary and Detail
  • Set Up Budget

QuickBooks Advanced Level Training

Advanced File Set Up – Importing Lists

  • Transfer Chart of Accounts to a New File
  • Transfer Items List
  • Transfer Customer List
  • Transfer Vendor List
  • Transfer Templates

Understanding Accounting

  • Invoice with Non-Inventory
  • Sales Receipt with Inventory
  • Bill with Non-Inventory Expense
  • Bill with Inventory
  • Invoice with Inventory Items
  • Cash vs Accrual Profit and Loss
  • Soft vs Hard Posts

Advanced Accounts Receivable

  • Customer Deposits and Down Payments
  • Track Retainage
  • Backorders
  • Over and Short Accounts
  • Webstore Clearing Account to Track Online Sales
  • American Express Payment Received
  • Customer Credit Card Protection
  • Disable Customer Credit Card Protection

Advanced Inventory

  • Work in Progress
  • Enhanced Inventory
  • Average Cost vs FIFO
  • Turn on FIFO Inventory Valuation
  • Adjust Quantity on Hand FIFO

Advanced Review for Accountants

  • Client Data Review Feature
  • Set Up For Client Data Review
  • Accountant’s Center

Troubleshooting in QuickBooks

  • Undo Previous Reconciliation
  • Troubleshooting Bank Reconciliation
  • Troubleshooting Inventory Balance
  • Fix Accounts Receivable Report with Zero Dollar Amounts
  • Fix Accounts Payable Report with Zero Dollar Amounts
  • Re-sort Customer Vendor and Employee List
  • Verify and Rebuild Data
  • Check Your Error Log

Industry Experts

Even though QuickBooks is designed to be a general business product, over one million businesses across all kinds of industries in the U.S. still rely on QuickBooks for their accounting functions. DFS’s consultants have worked with thousands of businesses within virtually every industry to help tailor QuickBooks to fit the unique needs their industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.

  • Accounting & Finance
  • Advertising & Marketing
  • Agriculture
  • Biotech & Pharmaceuticals
  • Computer / IT Services
  • Computer Software
  • Construction & Contracting
  • Distribution & Wholesale
  • eCommerce
  • Education
  • Energy / Utilities
  • Engineering, Architecture, & Design
  • Government
  • Healthcare / Medical
  • Health & Beauty
  • Insurance
  • Legal
  • Logistics & Transportation
  • Manufacturing
  • Media / Publishing
  • Nonprofit
  • Professional Services
  • Real Estate
  • Restaurant & Hospitality
  • Retail
  • Telecommunications

Certified QuickBooks ProAdvisors & Trainers

Our QuickBooks training experts not only have extensive knowledge of QuickBooks software, but have actually implemented QuickBooks within thousands of different businesses spanning several industries. Because of this, our QuickBooks training can be completely customized to suit your unique business requirements and goals. Our team is certified and experienced in all QuickBooks versions including QuickBooks Enterprise, QuickBooks Online, QuickBooks Pro, QuickBooks Premier, QuickBooks Accountant, and QuickBooks Point of Sale.

#1 Elite QuickBooks Solution Provider

Get preferred pricing on all Intuit QuickBooks products and solutions.

DFS is one of the country’s top Elite QuickBooks Solution Providers and Consulting Firms and has been awarded Intuit’s prestigious Elite QuickBooks Solution Provider of the year every year since 2010. DFS has performed thousands of client engagements across several industries with very strong expertise around QuickBooks implementation, integration and business processes.

“DFS’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions DFS provides to small- and mid-sized businesses all over the country. They are an important part of Intuit’s Reseller channel.”

-Simon Pass, Intuit Reseller Program Sales Leader

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