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QuickBooks Help
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QuickBooks Training
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Products
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QuickBooks Live Training Classes
Our QuickBooks training classes are held throughout Louisiana and are taught by CPA’s who are also "QuickBooks Certified" consultants.
Discover all the "Do’s & the Don’ts" on how to manage your
QuickBooks accounting software. Get the insight behind your numbers
with QuickBooks Accounting.
Please read over the
QuickBooks training class descriptions
to see more about what our QuickBooks training classes offer.
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QUICKBOOKS TRAINING CLASS SPECIAL!!
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By attending any one of our QuickBooks training classes, you will be entitled to receive:
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Up to one hour of
free
QuickBooks telephone support for thirty days
following the class.
- A
25%
discount off the normal charges for follow up
QuickBooks onsite assistance.
- A
25%
discount on your initial order of QuickBooks checks or QuickBooks business
forms.
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(Call toll free 1-800-259-4213 for more details.)
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Peachtree & QuickBooks Training Class Schedule and Registration
Click here to download schedule and registration form.
QuickBooks & Sage 50 - Peachtree
2018 Class Schedule |
Sage 50 / Peachtree®
8:30 AM to 4:00 PM CST
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Day 1 --
Getting Started & Processing - Basic Level
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05/23 |
08/22 |
11/14 |
Day 2 --
Beyond the Basics - Intermediate Level
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05/24 |
08/23 |
11/15 |
Day 3 --
Payroll and Job Costing for Contractors
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05/25 |
08/24 |
11/16 |
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QuickBooks ® Desktop for Windows Edition
8:30 AM to 4:00 PM CST
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Day 1 --
Getting Started & Processing - Basic Level |
07/11 |
09/19 |
12/05 |
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Day 2 --
Beyond the Basics - Intermediate Level |
07/12 |
09/20 |
12/06 |
Day 3 --
Payroll and Job Costing for Contractors |
07/13 |
09/21 |
12/07 |
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Payroll Classes
Taught Separately
-- Available Upon Request
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REMOTE ATTENDANCE
Can't leave the office? Don't want to travel?
YOU CAN STILL ATTEND VIA INTERNET ACCESS.
CONFERENCE IN - DIRECT FROM YOUR OFFICE!!
You'll have a LIVE INSTRUCTOR - You'll see the SAME PRESENTATION.
You'll HEAR QUESTIONS RAISED BY OTHER STUDENTS
.....AND You'll
be able to ASK YOUR OWN QUESTIONS!!
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FREE TRAINING FOR QUALIFIED EMPLOYERS IN LOUISIANA
If you're a Louisiana-based company with 50 or fewer
employees and have been in business for 3 years, you may be eligible for
a 100% reimbursement through the Louisiana Small Business Employee
Training Program!
For more information, visit www.LAWorks.net.
Or, all us for details! 1-800-259-4213
Important: Must be pre-approved to qualify for reimbursement.
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Class Locations:
Normally held in our office across the street from Lakeside Mall, in Metairie, LA (10 minutes from Downtown New Orleans, Louisiana).
- Confirmation emailed in advance.
- Register Early! Class sizes are limited. Advanced registration and payment is required. A cancellation fee of $50 is charged if cancellation is received within 7 days of the scheduled class. There is no charge for rescheduling to a future class date.
- Our classes are taught by "CERTIFIED TRAINERS" by demonstrating the most recent version of the software on a wide screen projector. This method of training allows students to focus on the subject being taught, encourages students to ask questions, and allows them to take notes. We are able to cover more material so you receive more education for your investment. Computers will not be provided. If you bring your own computer, please have the software preloaded. We cannot provide software for your computer. If you don't have the software already installed on your computer, please arrive by 8:00 a.m. so we can install a trial version (Sage 50 Peachtree only).
- If you plan to bring your own computer, please arrive at 8:00 a.m. to allow for setup time.
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Course Fees for QuickBooks Accounting and
Sage 50 Peachtree Accounting:
1 Day - $325 | 2 Days - $595 | 3 Days - $750
Please note that the Payroll and New Features Webinars are half-day classes.
Discounted Prices listed above apply even for classes which
are not held on sequential
days, as long as they are all paid for at the same time.
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There are two options for
registration:
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Phone:
To register for a Sage 50 Peachtree or QuickBooks Accounting Training
Class, Point of Sale Training Class, or a Webinar by phone, please call us toll free at: 1-800-259-4213.
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Fax:
To register by fax, please
click here
to print out the registration form. Fax the completed form to us at 504-834-8218.
Please note that any changes to class dates will be listed on this site, and supercede those on the order form.
You will need Adobe
PDF Reader installed on your computer in order to download the
form. You can obtain it for free at
Adobe's website.
Click here for the class schedule
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QuickBooks "Getting Started & Processing" Class
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This one-day workshop will help QuickBooks users who
are just getting started and those who want to know if
their QuickBooks Accounting software is properly setup.
It is also helpful for those who are interested in setting
up new features in the QuickBooks Accounting program
that is not currently being used. This class is also designed
to help you learn more about processing transactions and
how they affect the general ledger and the financial
statements of the business.
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Getting Started - Let’s Go!
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Setting up company information,
accounting methods, accounting periods, and posting methods
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Setting up program preferences and
options
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Navigating around the program and
using keyboard shortcuts
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Defining the purpose of a chart of
accounts and customizing the chart of accounts
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Setting up customers and vendors
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Setting up classes - why and how to
use them
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Setting up sales tax
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Setting up inventory items and
groups
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Setting up employees
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Processing Customer Transactions
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Creating quotes and estimates for
customers and clients
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Creating customer invoices, sales
receipts, and credit memos
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Invoicing customers for employees
and subcontractors time, and for other costs
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Posting customer payments and
making deposits
- Recording finance charges and preparing customer statements
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Processing Vendor Transactions
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Creating purchase orders, receiving
inventory and recording inventory adjustments
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Record vendor invoices and credit
card transactions
- Paying vendor bills and
credit statements
Return to class description menu
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QuickBooks "Beyond The Basics & Mastering" Class
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This one-day workshop will teach you tips and trick, how to
handle tricky transactions, how to perform month-end and
year-end processing. You'll also learn how to understand the
general ledger and important financial reports. This class will
help you take your accounting and software skills to the next
level. We’ll teach you how to import and export data, fix corrupt
data files and how to utilize the more advanced features of the program.
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Handling Tricky Transactions for Customers
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When to use sales receipts versus
sales invoices
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Accounting for customer deposits
and down payments
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Handling overpayments, applying
credit memos and processing refunds to customers
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Handling NSF checks and charging
customers a NSF check fee
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Voiding versus deleting customer
invoices
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Handling customer bad debts
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Memorizing customer quotes,
estimates and invoices
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Setting up and posting recurring
customer invoices
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Setting up and using various price
levels for billing customers
- Tracking monies due from credit card companies
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Handling Tricky Transactions for Vendors
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Accounting for petty cash
transactions
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How to void checks written in a
prior year after tax returns have already been prepared
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Recording payments received by
credit cards
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Setting up and posting recurring
vendor invoices
- Adjusting and paying sales tax liabilities including adjustments for vendor’s compensation
and sales taxes paid on products purchased for resale
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Month-End Accounting Procedures
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Reconciling bank statements and
credit card statements
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Journal entries - when, why and how
to use them
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Printing and understanding reports
- what reports print and the purpose of the reports
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Creating an "Accountants Copy" and
getting things ready for the accountant
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Reviewing and understanding the
basic financial statements - The Balance Sheet & Income
Statement
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Cash-Basis versus Accrual Basis
Accounting
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Using budgets and sub-accounts
- Closing the period and restricting prior period transactions
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Year-End Accounting Procedures
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Adjusting general ledger balances,
closing accounts and other year-end considerations
- Purging inactive customers, vendors inventory items and old transactions
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Tips and Tricks!
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Avoiding commonly made mistakes
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Sorting and cleaning up your chart
of accounts, customers, vendors, employee lists
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Using notes to keep track of
comments for customers, vendors, and employees
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Setting up users and passwords to
limit access to specific parts of the program
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Things you can do to speed up your
program
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Important considerations for
operating in a network environment
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E-mailing customer invoices and
payment reminders
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Paying bills electronically
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Downloading bank and credit card
transactions
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Setting up and using tasks, events
and due dates
- Getting help when in a jam and fixing damaged data files
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Customizing Forms & Reports
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Customizing reports - adding,
deleting, relocating and sorting columns on reports
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Filtering, formatting and
memorizing reports for future use
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Creating report groups and
processing multiple reports at one time
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Importing and exporting customers,
vendors, employees and inventory items
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Setting up and using custom fields
for customers, vendors, employees and inventory
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Customizing layouts and adding
logos for customer invoices, purchase orders and packing
lists
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Generating customer mailing lists
and labels
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Creating and memorizing custom
letters and forms for customers, vendors and employees
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Using MS-Word to mail-merge custom
letters and forms
- Customizing reports, memorizing reports and using reports with Microsoft Excel
Return to class description menu
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Reasons you should attend the QuickBooks Training Classes
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Taught by CPA’s with years of experience
who are also "QuickBooks Certified".
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QuickBooks Training saves you time and
money. You'll begin to work smarter, not harder.
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Answers to your specific QuickBooks
questions and solutions to your specific problems.
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Discover amazing QuickBooks tips and
tricks.
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Learn to use your QuickBooks software the
right way.
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Master those tricky transactions in
QuickBooks.
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Comprehensive QuickBooks workbooks
included.
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Fifty percent discount for invited
guests.
- Your Satisfaction Guaranteed!
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What others are saying about our
QuickBooks training classes
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- "The informal structure was very
effective and more interesting."
~ Stephanie H., Lee Gray, CPA
- "1) Very helpful 2) Good atmosphere 3)
Learner friendly / great book reference"
~ Merrilyn S., Murray Yacht Sales
- "Liked small class environment. Able to
entertain more questions……Lots of good tips."
~ Julie K., Jesse J. Armentor, CPA
- "Great class, very informative..."
~ Kim C., PK Real Estate Solutions, Inc.
- "Mr. Allday’s teaching method was very
thorough and clear."
~Rana H., LeGlue & Company CPAs
- "I really learned a great deal today -
Danny was so easy to understand."
~Fran P., Arsement, Redd, & Morella, LLC
- "Very informative......I really enjoyed
the class. I learned a lot of tricks."
~Architectural Glass & Metal, Inc.
- "The class was very helpful....I liked
walking through actual examples....good technique"
~Anonomous
- "The instructors were very clear and
understanding. I learned more than expected, so keep up the good
work."
~Tronya P., D.J. and Son’s Construction, Inc.
- "You made the big lion into a tame little
kitten. Thanks!"
~Donna S., River Parishes Physical Therapy
- "Excellent course!"
~Kris Van D.
- "I loved the fact that it was a small
class and we could all ask questions with out any problems"
~Macy B., Survey Communications
- "Everyone was helpful and courteous and
covered a lot of information."
~Jocelyn B., R.M. Winchell Company
- "On top of being very informative it was
very enjoyable."
~Lisa R., Dixon Smith Interiors
- "Very informative and well constructed.
Danny is a good instructor with a great attitude."
~Sandy L., Bertucci Inc.
- "I learned a lot of useful information."
~Susan W., Legacy Capital
- "It was relaxing, informative, and the
instructors were willing to meet the needs of participants."
~Jeannine C., Common Sense Printing
- "I liked how they answered personal
questions with examples."
~Matt L., Dialysis Systems
- "Very open to questions."
~Sue K., Brandonbilt Foundations
- "I liked how the instructors answered
specific questions."
~Shannon B., Dorsey & Company
- "I enjoyed the interchange of questions
and answers with instructor and students."
~Rick L., Erie’s Bumper Sales
- "I learned extra tips and hints."
~Lisa N., Show and Sell Hospitality
- "I liked how the questions that were
answered covered problems at work."
~Phyllis M., Cresent City Moving & Storage, Inc.
- "This course showed me many ways to cut
my time in all aspects, making my work a lot more efficient. I am
now more confident in my abilities to utilize the program in every
possible way....Many Thanks!"
~Mitchelle D., AAR Electronics, Inc.
- "I really enjoyed everything about this
course, small class, slow pace, open questions, etc."
~Geri C., Gulf Coast Real Estate Consultants
- "This course was well organized and
coordinal. The class atmosphere friendly and questions were
invited. The presentation technique was excellent"
~David A., Domaj, Inc.
- "Instructors were very knowledgeable...I
really loved this course"
~Cathleen G., New Freedom, Inc.
- "Very informative and specific to the
topics I needed help with"
~Nadine F., Hermann Grima Historic House
- "Class size was perfect....Instructor was
receptive to each person’s needs"
~Babette S., Brandonbelt Foundations
- "I was very pleased with all the topics
covered and the thoroughness of the class"
~Maleny C., Barken and Neff
- "This course was excellent"
~Lisa T., Tillery Construction Company
- "This course was very easy to
follow....the instructor had a great personality"
~Deedra S., Collaborative Resources
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(SBET) Small Business Employee Training
FREE QuickBooks Accounting Training Services
Provided by the Louisiana Department of Labor
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If your company has 50 or fewer employees and been in business for 3 or more years, you may be eligible for a
100% reimbursement through the NEW Louisiana Small Business Employee Training Program!
- Do you or your employees need training for QuickBooks?
- Does your business not have the funds to support training for QuickBooks?
If you answered yes to any of the above questions, we may be the answer to your solution.
Our clients are taking advantage of the Incumbent Worker Training Program (IWTP) to provide
training for QuickBooks at no cost to them! You can too! Our
consultants can assist you with the application process and get you 100% reimbursement on our
training options for QuickBooks.
Click on the link below or call us at
1-800-259-4213 for more details
about this program and how we can help. Also, below are links to our other QuickBooks training options.
SBET Small Business Employee Training
QuickBooks Accounting On-Site Training
QuickBooks Accounting Training Classes
Remote Web-Based QuickBooks Accounting Training
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Get Free Online Support for QuickBooks Accounting Software!
Use the FREE ONLINE SUPPORT in our QuickBooks discussion
forums (message boards). Share tips, questions, answers and
comments about QuickBooks accounting software.
We also offer FREE QuickBooks tips & tricks, FREE QuickBooks frequently asked questions and more!
FREE QUICKBOOKS SUPPORT - QuickBooks discussion forums
FREE QUICKBOOKS SUPPORT - QuickBooks tips and tricks
FREE QUICKBOOKS SUPPORT - QuickBooks frequently asked questions
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