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Specialties of the House

These specialties topics are each taught by seasoned instructors with experience in your industry. Best practices for QuickBooks and your operations are shared in these lively workshops. Non-profit agencies will enjoy their own specialties on our Gratuity page.

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Retailers face complexities with merchandise and special requests while performing live in front of the customer. This class delivers more depth in Inventory Management, Sales Tax Compliance and Credit Card processing within QuickBooks. Also discussing sales techniques including layaways and consignment sales. Retail Deluxe workshop also offers integration tips for cash registers and other software.

Designed for Current QuickBooks Users

  

QuickBooks Premier Retail Edition will be used for this class. 

Tips for QuickBooks Pro Users included.

 
Retail Deluxe
3 Hour
Online Class
$59

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Behind the scenes, manufacturers and wholesalers use QuickBooks successfully everyday. This class focuses on practical topics to streamline: Order Entry, Inventory Management & Control, Raw materials to Finished Goods, Shipping & Receiving, Credit Card Processing, Managing Warehouse, Warranties & serial numbers. Manufacturing & Wholesale Wraps discusses integrated inventory solutions.

Designed for Current QuickBooks Users

 QuickBooks Premier Manufacturers & Wholesale Edition will be used for this class.Tips for QuickBooks Pro users included.

 
Manufacturers & Wholesale Wraps 
3 Hour
Online Class
$59

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Restaurants, Franchises, Convenience Stores & Boutiques have special needs that defy an obvious QuickBooks fit. But as an accounting platform, it will still handle books successfully for such operations with purposeful setup. Bistros & Boutiques includes: Data entry from daily reports, Payroll service integration, Accounts & Custom Item Setup, Data Entry Templates and Managing Periodic Inventory. Custom reporting and discussion of Tips, Lottery & other loose ends.

 Designed for Current QuickBooks Users

 
Bistros & Boutiques 
3 Hour
Online Class
$59

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Managing rentals or facilities can be frustrating with the detail required for each unit and tenant turnover that keeps the past alive. This class gives practical tips for organizing your QuickBooks Structure for maximum control, automation and follow through. Property Management Munchies includes: Handling current and prior tenants, Class Tracking? Statement Charges, Asset & Loan Management, Memorized Transactions, Managing Client Deposits, and Custom Reports by Property. Great for Landlords, Flippers, Storage or Warehouse managers and Investors. 

 

Designed for Current QuickBooks users

 
Property Management Munchies 
3 Hour
Online Class
$59

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Construction and specialty trades work hard to bid & predict profits for their projects. This class focuses on the Job-costing tools in QuickBooks to help analyze, project and manage your operations. Contractor Combo includes: Estimating Tips & Progress Invoicing, Customer Deposits, Retainage, Managing Loan Draws and Customizing Project Reports. Discussion of Cost allocations for Labor, Materials, & Overhead. 


Designed for Current QuickBooks Users.

 

QuickBooks Premier Contractor Edition will be used for this Class. Tips for QuickBooks Pro Users included.

 
Contractor Combo 
3 Hour
Online Class
$59

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The Power Tie Plate is the professional ‘s choice. Get what you need quickly, tastefully and deductibly!  Class topics include: Billing for Time, Managing Retainers, Trust Accounts, Statement Charges & Billing Techniques, Designing Professional Invoices, Billing by professional (employees & subcontractors), Reporting by Partner, Pricing by client and tips for Integrating with other software titles. Class designed for Architects, Attorneys, Consultants, Engineers and other Professional service providers. 

Designed for Current QuickBooks users

QuickBooks Premier Professional Services Edition will be used for this Class. Tips for QuickBooks Pro Users included.

 
Power Tie Plate
3 Hour
Online Class
$59

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QuickBooks includes tools for accounting professionals to support business owners and imporve their own practice efficiency. Learn best practices for assisting QuickBooks users to produce better accounting information. Accounting & Bookkeeper Bites includes tools designed for working with client data including: exchanging and/or sharing files, making adjustments, and effectively closing accounting periods. Also covers tools for the pros: Fixed Asset Manager and Client Data Review and discussion of other professional tools such as time & billing, automating reports & workpapers and Intuit Statement Writer. This class is designed for professionals supporting QuickBooks users and will discuss relevant bookkeeping and accounting procedures. Familiarity with financial accounting & tax compliance is assumed.  

Designed for Current QuickBooks Professional Users

QuickBooks Accountant Edition will be used for this class.

 
Accountant & Bookkeeper Bites 
3 Hour
Online Class
$59