Accounting Made Simple 

QuickBooks Training & Optimization Pros

Visit our schedule of classes for QuickBooks training. 



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Scheduled Classes or Classes On Demand!

Payroll related classes are applicable to all 50 states. Examples and resources are specific for compliance in Indiana & Michigan.

Inventory Management      (151)    $15 fee           
Using QuickBooks to manage your inventory, you’ll be able to track the number of items in stock and the value of your inventory after every purchase and sale. As you order inventory items, receive the items, and later sell the items from inventory, QuickBooks tracks each inventory-related transaction. You will know the status of your inventory and will have a more accurate picture of your business’s assets. This class covers basic inventory functions available in QuickBooks Pro a brief discussion of advanced inventory features is included.
This class is for you if:
  • You are using QuickBooks to track inventory
  • You are considering using QuickBooks to track inventory
You will learn how to:
  • Complete a purchase order for inventory items
  • Track the receipt of the inventory items in QuickBooks
  • Adjust inventory manually, to enter a stock loss or increase
  • Set up and use units of measure

Tracking & Paying Sales Tax   (IN & MI)  (152) $15 fee  
QuickBooks reduces sales tax complications, by automatically apply sales tax on particular sales and keep track of how much you collect and from whom. Then, when you’re ready to pay your taxes, QuickBooks can write a check for the correct amount.
This class is for you if:
  • Need to track sales tax liabilities in Indiana or Michigan
You will learn how to:
  • Set up QuickBooks to track sales tax
  • Apply sales tax to a sale
  • Determine a business’s sales tax liability
  • Pay the sales tax liability
  • Adjust payments for discounts or additional fees 

 


QuickBooks Reports I      (153)    $15 fee

On Demand!

This lesson is designed to discuss some of the tools QuickBooks gives you for analyzing financial data: QuickReports, preset reports, and graphs. This class is for you if:

  • You produce reports to make decisions for your business
  • You provide reports to management or owners

You will learn how to: 

  • Choose from the types of preset reports and graphs
  • Create a QuickReport
  • Control Columns in reports
  • Customize a report by changing the data it contains (filtering)
  • Create and customize several graphs


Setting Up Payroll (IN & MI) (154)   $15 fee

Thu, Aug 21, 2008 1:00 PM - 2:00 PM CDT

Tue, Sep 2, 2008 9:00 AM - 10:00 AM CDT or On Demand! 

Now that you are registered and your employees are ready, you can pay them. This class will help you setup their compensation items, benefits, deductions and appropriate taxes and rates in QuickBooks.

This class is for you if:
  • You are creating your first paycheck for the year for your employees
You will learn how to:
  • Setup all Payroll items
  • Change rates for Payroll items as needed
  • Run reports to verify employee setup & tax status of employee information

Paying Employees (IN & MI) (155)  $15 fee
QuickBooks automates the process of Paying Employees to leave you time for other concerns. This class will cover calculation examples for Salaried and hourly employees including overtime calculations. We will also demonstrate automatically calculating deductions and tax withholdings. We will also cover printing paychecks and paystubs for employees and printing reports for your records. Setup is key to this operation. If you have not already, consider attending Preparing for Payroll and Setting Up Payroll before continuing.
This class is for you if:
  • Create paychecks for employees
  • Add deductions or additions at the time of payroll
  • Need to schedule different payroll periods for your company
  • Print paychecks and paystubs for employees
You will learn how to:
  • Use payroll items to create paychecks
  • Review paychecks prior to printing Properly Void paychecks
  • Run reports for your records

Paying Payroll Taxes  (IN & MI)  (156)  $15 fee       
Once you have paid the employees, you must remit the withholdings and company paid taxes that are due. Every company can have a unique set of due dates and policies for sending payments and forms. This class will guide you in determing your responsibilities and help you automate the process to avoid fines & penalties.
This class is for you if:
  • You pay your Employees through QuickBooks
  • Need to remit your taxes and withholdings in a timely manner
  • Use QuickBooks to produce your tax forms
You will learn how to:
  • Schedule tax payments and other liability due dates
  • Produce reports to verify accuracy of tax payments
  • Pay Liaiblities using QuickBooks system
  • Produce government ready forms to submit tax payments