Tax Season 2020: Level-Up Your QuickBooks Knowledge
QuickBooks is quite possibly the most popular accounting software used today. It can handle everything from personal finances to accounting for large corporations. With its wide range of functionality, becoming a QuickBooks master requires training and we want to help you discover what type of training is right for you today. Let’s explore!
First things first, a basic knowledge of accounting is essential to utilize QuickBooks to its fullest potential. To be able to function efficiently in our QuickBooks classes, students should already possess a working knowledge of the Windows operating system and web browser software. Previous knowledge of accounting principles is also a plus.
For new QuickBooks users or those in need of a refresher, a QuickStart course is a great starting point.
The introductory classes include a brief overview of the QuickBooks software along with information on subjects such as online subscriptions, mobile devices, and security. Navigation of the ever-changing user interface is also a large section of the introduction classes. A trial subscription and instruction on setting up the initial company file are also provided.
For those who are coming straight from the QuickStart course or have been working in accounting for a few years, these intermediate classes can benefit anyone wanting to maximize their use.
Now that the foundation has been laid, it’s time to level up. The intermediate classes go through the main QuickBooks operating features. Students learn about setting up features that will manage the different accounting areas of the business. Some of the subjects covered in the intermediate classes are setting up the chart of accounts, products, and services, managing users and security, setting up opening balances, and managing historical transactions. Other subject areas are also covered that include working with customers and vendors and managing sales. The core purpose of the software has always been managing banking and credit card transactions, and this subject is covered in-depth in its own training module.
For those that have been using QuickBooks for years and now want to teach others or deepen their knowledge on new features.
And finally, the highest level of QuickBooks training. After the intermediate core functionality has been mastered, the student will have the option to explore the advanced features of QuickBooks. Tracking inventory, purchase orders, credits, taxes, and customer returns and refunds are some of the critical features of running a business, and they are detailed in the advanced modules of the training. Also, working with balance sheets, budgets, reporting, managing multiple accounts, transferring funds between accounts, analyzing financials, and forecasting are covered for the students that will be tasked with managing the accounting for midsize to large companies.
ONLC’s QuickBooks training classes are focused on showing students how to maximize the extensive functions of the accounting software product from beginning to end. Why not contact them today to learn about their QuickBooks curriculum and start down the path to becoming a master QuickBooks accounting professional?