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eQB Essentials

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Visit our Training & Availability Calendar

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Scheduled Classes or Classes On Demand!

 

Training Discounts and Package Prices

Registration with Special pricing is currently only avaialble by calling our office at 219-462-0588.


eQB Essentials Complete course of 8 Sessions

Individual Price   $120.00               All 8 sessions for $100.00 (12.50 each)
eQB Essentials II, Enhanced and Extras Classes
 
$15.00 each or Mix & match any 8 Sessions for $100.00 (12.50 each)
 Attend 16 classes and receive 20% off future online seminars

Payment for all 8 classes must be received to qualify for discounts. Packages may be used within the same company for multiple employees.

Contact us for custom training for your company. 

Intro to QuickBooks 2007/2008            (101)    $15 fee

On Demand!

Although most small business owners are worried about revenue, running a business involves a lot of other tasks. QuickBooks is a tool you can use to automate the tasks you’re already performing as a business owner or to set up a new business. This class is designed to give you an overall view of how QuickBooks accomplishes these tasks and to familiarize you with the accounting and business terms used within QuickBooks.

This class is for you if:

  • You are a new QuickBooks user
  • You are upgrading from a prior version to QuickBooks 2007/2008
  • You are deciding if you should use QuickBooks for your business

You will learn how to:

  • Get around in QuickBooks
  • Decide which edition of QB is right for you
  • Work with multiple QuickBooks companies
  • Understand basic accounting terminology
  • Find answers to your questions within QuickBooks

 File Setup                                 (102)        $15 fee 

On Demand!

A QuickBooks company contains all the financial records for a single business. Before you can use QuickBooks, you need to tell QuickBooks about your business so that it can set up your company file. Setting up your company file properly is the most important thing you can do to help yourself manage your business efficiently and with confidence. Discussion will include some of the decisions you need to make before using QuickBooks, such as your QuickBooks start date and the number of QuickBooks companies you should create.

This class is for you if:

  • You are just starting your business
  • You are converting your accounting to QuickBooks
  • You are considering converting your accounting to QuickBooks

You will learn how to:

  • Create a new QuickBooks company using the EasyStep Interview
  • Set QuickBooks preferences in the Interview
  • Record the opening balance for a checking account Practice using the QuickBooks Help tools

 Maintaining Lists                        (103)     $15 fee 

On Demand!

QuickBooks lists organize a wide variety of information, including data on customers, vendors, inventory items, and more. Lists save you time by helping you enter information consistently and correctly. When you store information on a list, you enter it once and never need to retype it.

This class is for you if:

  • You need to add or maintain your company chart of accounts
  • Add or maintain Customers and Vendors to QuickBooks
  • Add or maintain items you buy and sell within QuickBooks
  • Wish to automate more of your accounting tasks

You will learn how to:

  • Add new and edit the company chart of accounts
  • Add new and edit Customers and Jobs
  • Add new and maintain existing Vendors
  • Identify and add custom fields Manage lists in QuickBooks

 


 Processing Sales           (104)       $15 fee                     

On Demand!

Any time you make a sale in your business, you record it in QuickBooks on a sales form. A sales form can be an invoice (when you expect payment to come later), a sales receipt (when you expect payment at the time you make the sale), or a credit memo. This lesson covers the basics of selling to individual customers.

This class is for you if:

  • You sell to your customers on a cash and carry basis
  • You invoice your customers later for your products and or services
  • You have customers that return items

You will learn how to:

  • Mainatin a sales History for each Customer
  • Maintain Customer account balances for invoicing
  • Send Customers reminders statements including finance charges (if necessary)
  • Memorize and recall recurring charges to Customers
  • Correctly adjust sales tax and/or inventory for customer returns


Receiving Payments & Deposits    (105)    $15 fee

On Demand

Now that the sale is made, we need to handle to money. This class builds Processing Sales as we learn to handle Customer payments in all their variations. Whether Cash, Check or Charge, we will cover how to manage getting the money from your cash drawer or mailbox to the bank.

This class is for you if:

  • Make Bank Deposits
  • Record Customer payments at the time of sale or after the sale
  • Use QuickBooks or any other merchant for Credit Card processing.

You will learn how to:

  • Record customer payments in QuickBooks
  • Handle customer discounts, partial payments, overpayments
  • Record a deposit in QuickBooks, and learn the importance of Undeposited Funds
  • Enter cash back from a deposit in QuickBooks
  • Process credit card payments  

Entering & Paying Bills            (106)      $15 fee           

On Demand

Some business owners, especially if they own smaller, home-based businesses, pay their bills when they receive them. Most business owners, however, find it more convenient to pay bills less often. (They also like keeping the cash in the company for as long as possible.) If you don’t plan on paying your bills right away, QuickBooks can help you keep track of what you owe and when you owe it.

This class is for you if:

  • You wish to manage cash flow by paying bills when they are due
  • Take advantage of discounts for prompt payment terms
  • Need to track Vendor information by their invoice number
  • Wish to tie purchases to Purchase orders

You will learn how to:

  • Enter a bill in QuickBooks
  • Pay a bill in QuickBooks
  • Enter a discount on a bill from a vendor

 Banking                       (107)            $15 fee                   

On Demand

Banking transactions are the starting point for many of QuickBooks most powerful features. The concepts used in the bank accounts are foundational to all the other Balance Sheets accounts in QuickBooks. The banking features also touch every other section of QuickBooks (i.e.depositing customer receipts and paying payroll taxes). And of course, answer the age old question - "How much is in the checkbook?"

This class is for you if:

  • Your company writes checks or uses a debit card for purchases
  • You need an accurate checkbook balance
  • You need to find transactions you have previously entered
  • You enter transactions directly in the registers
  • You want to check your entries for errors

You will learn how to:

  • Write a QuickBooks check Use bank account register
  • Enter a handwritten check, debit card purchase, electronic withdrawal
  • Transfer money between accounts
  • Reconcile a QuickBooks bank account

What You Own and Who You Owe    (108)    $15 fee
In this lesson, we'll discuss the other Balance Sheet accounts that get used every day, including Credit Card, Asset, Liability and Equity Accounts.
This class is for you if:
  • You invest in items your company will keep for more than 1 year
  • Loan money to employees or others and process the payments
  • Need a list of assets for insurance or tax purposes
  • Pay bills or loans in installments
  • Pay bills using a credit card
  • Carry a credit card balance (don't pay off each month)
  • Lend or borrow money with the owners of your company
  • "Pay" your company's owners and do not withhold taxes
You will learn how to:
  • Track credit card transactions in QuickBooks
  • Make a credit card payment
  • Create company asset records in QuickBooks Maintain loans and liabilities in QuickBooks
  • Understand the basics of equity and QuickBooks equity accounts

Accounting Made Simple reserves the right to cancel or reschedule classes not meeting a minium of 2 students. All eQB Classes are limited to 25 students maximum.