QuickBooks Training Classes - Call 800-259-4213

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Upcoming Classes in Metairie, LA and in Baton Rouge, LA (Baton Rouge classes are prefixed by "BR")	FREE TRAINING! (after reimbursement from state) 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! For more information: Visit LA WORKS and click on Small Business Employee Training Application under the Downloads Section. Or call us for details! 1-504-835-4213 or 800-259-4213

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!!

Remote & Onsite Training
Also Available
Call us for details!

Class Locations: Normally a local Hampton Inn or Ramada Inn, but is subject to change. Both are across from our main office, off of Causeway Blvd and Veterans Blvd.
Confirmation emailed in advance.
Class sizes are limited. Pre-registration and advance payment is required.
Registration starts at 8:00 am and the seminar starts at promptly at 8:30 am
Laptop computers are available for rent if "hands-on" training is desired, or you can bring your own.
Cancellation fee - $35 per attendee who cancels within two weeks of seminar.

Note - Our seminars are conducted by providing a live demonstration of the software using a computer and high-resolution projector. We do not provide students with computers. Years of training people on accounting software has proven to us that a live demonstration of the software is the most effective means of classroom training. It allows students to focus on the subject being taught, encourages students to ask questions and allows them to take notes. By using this method of training, we cover more material which in turn gives you more education for your investment. If you feel that you would like to have a computer, we encourage you to bring your own notebook computer, or you can rent one of ours.

Course Fees:
1/2 Day � $175 | 1 Day � $295 | 2 Days � $495 | 2 1/2 Days � $595 | Laptop Rental - $75/day
Please note that the Payroll class is a half-day.
Discounted Prices listed apply even for classes which are not held on sequential days, as long as they are all paid for at the same time.

CPAs & Enrolled Agents Earn Continuing Professional Education Credits

There are two options for registration:

Phone:
To register for a Peachtree Accounting Training Class by phone, please call us toll free at:
1-800-259-4213.
Fax:
To register by fax, please click here to print out the registration form. Fax the completed form to us at 1-877-834-8218. 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.

CPAs & Enrolled Agents Earn Continuing Professional Education Credits

QuickBooks Training Class Descriptions:

We have many levels of training at our QuickBooks training classes in Louisiana. The QuickBooks training class descriptions are provided below. Click on the QuickBooks training class names to view class description.

The "QuickBooks Getting Started & Processing" Class

The "QuickBooks Beyond The Basics & Becoming a Master" Class

QuickBooks "Getting Started & Processing" Class

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.

Getting Started - Let’s Go!

Setting up company information, accounting methods, accounting periods, and posting methods
Setting up program preferences and options
Navigating around the program and using keyboard shortcuts
Defining the purpose of a chart of accounts and customizing the chart of accounts
Setting up customers and vendors
Setting up classes - why and how to use them
Setting up sales tax
Setting up inventory items and groups
Setting up employees
Setting up payroll taxes, payroll items and payroll deductions

Processing Customer Transactions

Creating quotes and estimates for customers and clients
Creating customer invoices, sales receipts, and credit memos
Invoicing customers for employees and subcontractors time, and for other costs
Posting customer payments and making deposits
Recording finance charges and preparing customer statements

Processing Vendor Transactions

Creating purchase orders, receiving inventory and recording inventory adjustments
Record vendor invoices and credit card transactions
Paying vendor bills and credit statements

Processing Payroll Transactions

Using time tracking for payroll
Processing paychecks
Tracking employees loans and garnishments
Computing and making payroll tax deposits
Preparing payroll tax reports and paying payroll liabilities

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QuickBooks "Beyond The Basics & Mastering" Class

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.

Handling Tricky Transactions for Customers

When to use sales receipts versus sales invoices
Accounting for customer deposits and down payments
Handling overpayments, applying credit memos and processing refunds to customers
Handling NSF checks and charging customers a NSF check fee
Voiding versus deleting customer invoices
Handling customer bad debts
Memorizing customer quotes, estimates and invoices
Setting up and posting recurring customer invoices
Setting up and using various price levels for billing customers
Tracking monies due from credit card companies

Handling Tricky Transactions for Vendors

Accounting for petty cash transactions
How to void checks written in a prior year after tax returns have already been prepared
Recording payments received by credit cards
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

Handling Tricky Payroll Transactions and Reports

Adjusting and paying payroll tax liabilities
Obtaining wage reports for preparing State Unemployment and Withholding tax returns
Handling overpayments, applying credit memos and processing refunds to customers
Obtaining additional payroll reports using payroll information for within Excel

Month-End Accounting Procedures

Reconciling bank statements and credit card statements
Journal entries - when, why and how to use them
Printing and understanding reports - what reports print and the purpose of the reports
Creating an "Accountants Copy" and getting things ready for the accountant
Reviewing and understanding the basic financial statements - The Balance Sheet & Income Statement
Cash-Basis versus Accrual Basis Accounting
Using budgets and sub-accounts
Closing the period and restricting prior period transactions

Year-End Accounting Procedures

Adjusting general ledger balances, closing accounts and other year-end considerations
Purging inactive customers, vendors inventory items and old transactions

Tips and Tricks!

Avoiding commonly made mistakes
Sorting and cleaning up your chart of accounts, customers, vendors, employee lists
Using notes to keep track of comments for customers, vendors, and employees
Setting up users and passwords to limit access to specific parts of the program
Things you can do to speed up your program
Important considerations for operating in a network environment
E-mailing customer invoices and payment reminders
Paying bills electronically
Downloading bank and credit card transactions
Setting up and using tasks, events and due dates
Getting help when in a jam and fixing damaged data files

Customizing Forms & Reports

Customizing reports - adding, deleting, relocating and sorting columns on reports
Filtering, formatting and memorizing reports for future use
Creating report groups and processing multiple reports at one time
Importing and exporting customers, vendors, employees and inventory items
Setting up and using custom fields for customers, vendors, employees and inventory
Customizing layouts and adding logos for customer invoices, purchase orders and packing lists
Generating customer mailing lists and labels
Creating and memorizing custom letters and forms for customers, vendors and employees
Using MS-Word to mail-merge custom letters and forms
Customizing reports, memorizing reports and using reports with Microsoft Excel

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Reasons you should attend the QuickBooks Training Classes

Taught by CPA’s with years of experience who are also "QuickBooks Certified".
QuickBooks Training saves you time and money. You'll begin to work smarter, not harder.
Answers to your specific QuickBooks questions and solutions to your specific problems.
Discover amazing QuickBooks tips and tricks.
Learn to use your QuickBooks software the right way.
Master those tricky transactions in QuickBooks.
Comprehensive QuickBooks workbooks included.
Fifty percent discount for invited guests.
Your Satisfaction Guaranteed!

What others are saying about our QuickBooks training classes

"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!"