QuickBooks Training

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Learn QuickBooks from a company that has performed over 10,000 QuickBooks customer implementations.


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QuickBooks Courses Included

Your paid subscription includes access to all beginner to advanced QuickBooks courses, video lessons, and online assesments.

QuickBooks Chart of Accounts

  • Account Types In Chart of Accounts
  • Create a New Account
  • Header and Sub Accounts
  • Account Numbers
  • How To Sort Your Chart of Accounts List
  • Clean Up Your Chart of Accounts
  • Chart of Accounts Flow

QuickBooks Customers

  • Create a New Customer
  • Create a New Job
  • Customize Customer Center
  • Price Level List
  • Create Price Rules
  • Price Rule On An Invoice
  • Quantity Discounts
  • Collections Center
  • Merge Duplicate Customers
  • Custom Fields on Customers, Vendors, and Employees
  • Customer Type List
  • Job Type List
  • Sales Rep List
  • Terms List
  • Sales Tax for Wholesale and Retail
  • Ship Via List
  • Update Sales Price – Mass Adjustment
  • Update Your Price or Cost List Using .iif File
  • Customer Message List
  • Customize Lead Center

QuickBooks Banking & Credit Cards

  • Reconcile Bank Account to Bank Statement
  • Reconcile and Pay Down Your Credit Card
  • Transfer Funds From One Bank Account To Another
  • Create Wire – EFT – ACH Payment
  • Void Check Without a Closed Period
  • Void Check Closed Period
  • Petty Cash
  • Payment Method List
  • Use Undeposited Funds As a Default When Receiving Payments
  • Cash Back When Making a Deposit
  • Receive Payment – Client Overpays
  • Receive Payment – Client Underpays
  • Which Checks Can You Use
  • Add Company Logo and Address to Printed Checks
  • Print Signature On Checks

QuickBooks Manufacturing & Inventory

  • Assembly, Groups, BOMs and Sales Orders
  • Stated Costs on BOM
  • Manufacturing to Order
  • Manufacturing with Outsourcing Steps
  • Non-Value Inventory Stock
  • Tracking Internal Inventories
  • Warranty Tracking
  • Costing Equipment Rentals

QuickBooks Sales Workflow

  • Estimates, Sales Orders, Invoices and Sales Receipts
  • Create an Estimate
  • Duplicate an Estimate
  • Create a Sales Order
  • Create an Invoice
  • Create a Credit Memo
  • Pending Invoices
  • Create a Sales Receipt
  • Finance Charges
  • Receive Payment – Record Deposit
  • Create a Statement
  • Invoice With Non-Inventory & Inventory
  • Sales Receipt With Inventory
  • Daily Sales With Over and Short
  • Back Orders
  • Invoice Basic Customization
  • Invoice Additional Customization
  • Invoice Layout Designer
  • Memorize Invoice For Recurring Monthly Invoices
  • Progress Invoicing
  • Batch Invoices
  • Custom Fields On Sales Orders and Invoices
  • Statement Charges
  • Reimbursable Expenses
  • Income Tracker

QuickBooks Items

  • Item Types
  • How to Set Up and Organize Your Items List
  • Service Items
  • Non-Inventory and Other Charge Items
  • Inventory Items
  • Group Items
  • Inventory Assembly Items
  • Use Subtotals On Customer Transactions
  • How to Use Discounts
  • Custom Fields on Items
  • Subtotal Calculations
  • Customize Your Inventory Center
  • Sales Tax Item and Group Set Up

Importing Data Into QuickBooks

  • Prepare Customer and Accounts Receivable Fields
  • Prepare Vendor and Accounts Payable Fields
  • .iif File Format
  • Import from Excel
  • Paste from Excel
  • Transaction Pro Importer
  • Addresses In One Cell
  • Duplicate Customers
  • Multiple Ship To Addresses
  • A/R Aging Import

QuickBooks Vendors and Purchasing

  • Create a New Vendor
  • Gas Restaurants and Airport Expenses
  • Customize Vendor Center
  • Enter Bill – Rent
  • Enter Bill – Item and Expenses
  • Pay Bills
  • Create Vendor Credit and Apply to Open Bill
  • Record Credit Card Transactions
  • Credit Card Credit
  • Write Check for Items and Expenses
  • Pay Bill By Credit Card
  • Print Checks
  • Print Bill Payment Stub
  • Purchase Order for Inventory and Receive Inventory
  • Purchase Order to Track Services
  • Change Amount of Bill After Paid
  • Adjust and Pay Sales Tax
  • Memorize a Bill For Recurring Expenses
  • Prepaid Expense Amortization
  • Check Payment Before Receive Bill
  • Purchase Order – Basic Customization
  • Purchase Order – Additional Customization
  • Purchase Order – Layout Designer
  • Custom Fields on Purchase Orders and Bills
  • Vendor Type List
  • Merge Duplicate Vendors
  • Bill Tracker
  • Vehicle List
  • Loan Manager
  • Bill Rate Level List
  • Choose Memorized Transaction to Enter Now

QuickBooks File Setup

  • Creating a New File – Detailed Set Up
  • My Preferences
  • Company Preferences
  • Enter Beginning Balances
  • Paste From Excel – Customer Center
  • Paste From Excel – Inventory, Assembly, Site and Bin List
  • Paste from Excel – Vendor List
  • Paste from Excel – Service and Non-Inventory Items
  • Custom Fields Overview
  • Template List
  • Install QuickBooks Enterprise
  • Change The Left Icon Bar
  • Customize Icon Bar
  • Changing Passwords
  • Change Business Information
  • Turn On Sales Tax Tracking
  • Set Up a New User In QuickBooks Enterprise
  • Print Role List in QuickBooks Enterprise
  • Creating a New File – Express Set Up
  • Transfer Chart of Accounts to a New File

Learn QuickBooks From The Best

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software.

Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s  2015 QuickBooks Desktop ProAdvisor of the Year.

Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

Start Learning QuickBooks Today

Learn QuickBooks Desktop with convenient, on-demand access to over 22+ hours of online training content.