Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Read More


Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Read More


Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

Read More

Live Instructor-Led Hands-on QuickBooksTraining

Sept 23rd – 24th (Wednesday - Thursday)

Oct 28th - 29th (Wednesday - Thursday)

Come preview the topics that will be covered for FREE


FREE ½ Day Introduction to QuickBooks:

Sept 16th (Wednesday 9 am – 12 pm)

Oct 21st (Wednesday 9 am – 12 pm)

Level 1 & 2

$ 519.00 includes training computer

Level 1

$ 279.00 includes training computer

Level 2

$ 279.00 includes training computer

Course Outline:

Day 1 – Level 1

8:30am - 4:30pm

Lesson 1: Getting Started

  • Gaining an overview of the course and the topics to be covered

  • Learning how QuickBooks works and how to get around

    • Navigations tools: Drop Down Menus

    • Home Page

    • Icon Bar (set up and edit)

    • Open Window List, etc.

  • Learning common business terms and functionality used by QuickBooks

  • Different versions of QuickBooks – commonality and differences

Lesson 2: Setting up QuickBooks and Using File Functions

  • Discussion of decisions to be made before using QuickBooks

  • Creating a new company file with QuickBooks

  • Backup options (including Accountants Copy)

  • Opening and restoring different QuickBooks files

  • Single vs. Multi user mode

  • Acquiring additional licenses

  • Batch printing and batch emailing features (when to use; how to use)

  • Using the label maker

  • Setting up new users/assigning and editing rights of users

Lesson 3: Preferences (Default Settings)

  • What are preferences?

  • Preference options and significance of differences

  • My Preferences” vs. “Company Preferences”

Break:  15 Minutes 

Lesson 4: Working with Lists

  • Overview of how lists are used in QuickBooks and their significance

  • Basic list functionality used by all lists

  • Review of chart of accounts

    • Set Up

    • Type of Accounts

    • Editing/Customization

    • Registers vs. Quick Reports, etc.)

  • Review of item list

    • Types

    • How to Set Up

    • When to use

    • How to Apply

    • Custom Fields, etc.)

  • Example invoice to be created during class using all the item types discussed to illustrate item functionality


1 Hour

Lesson 5: Customers and the Revenue Cycle – Part I

  • Learn about The Customer Center (what it is and how to navigate, customize and use it)

  • Setting up, editing, and customizing new customer information in QuickBooks

  • Setting up, editing, and customizing new job information in QuickBooks and how it interacts with Customers

  • Discussion of customer related lists (set up, edit/customizing, etc.) and creative ways to use them more fully

Lesson 6: Customers and the Revenue Cycle – Part II

  • Create, edit, and better understand when to use the different types of revenue transactions

    • Estimates

    • Sales Orders

    • Invoices

    • Sales Receipts

    • Credit Memos, etc.)

  • Using Classes in relation to revenue activity

  • Gain insights into the use and features of estimates vs. sales orders vs. invoices

  • Receiving payments for invoices and how it updates QuickBooks

  • Review the Pending Invoice feature and its significance

  • How to memorize, duplicate, edit, delete any transaction

  • How to associate price levels to customer records

  • Create and effectively use customer statements

Break:  15 Minutes 

Lesson 7: Working with the Banking Function

  • Using forms vs. registers as related to banking
  • Create, edit and when to use Write Checks function

  • Understanding Undeposited funds feature and using it appropriately

  • Using Make Deposit feature and its interaction with Undeposited Funds

  • Handling partial and misc. activity deposits

  • Using the Transfer Funds function

  • How and when to reconcile bank account(s) – a must do activity!

Lesson 8: Special Banking and Disbursement Functions

  • Learning how to track individual credit cards transactions for expenditures

  • How to reconcile a credit card account in QuickBooks

  • Review Online Banking features and where to apply them

  • Gaining an overview of sales taxes management in QuickBooks

  • Learn how to set up and use the Loan Manager

  • How to properly pay sales taxes in QuickBooks

  • Processing 1099 Vendors (determination, set up, tracking, printing forms)

Day 2 – Level 2
9:00am - 5:00pm

Lesson 9: Vendors and the Disbursement Cycle

  • Learn about The Vendor Center (what it is and how to navigate, customize and use it)

  • Setting up, editing, and customizing new vendor information in QuickBooks

  • Create, edit and when to use Enter Bills function and how it is different than Write Checks

  • Expense vs. Inventory tab and job costing implications

  • Using Classes in relation to disbursement activity

  • How and when to create credits under Enter Bills

  • How to pay bills in QuickBooks and review choices involved in process

  • Processing 1099 Vendors (determination, set up, tracking, printing forms)

Lesson 10: Processing Inventory Purchases, Receipts, and Adjustments

  • The Inventory Center (what it is and how to navigate, customize and use it)

  • Gaining an overview of what inventory will and won't do in QuickBooks, including how to create and manage assemblies

  • Completing purchase orders for inventory items

  • Job costing consideration regarding inventory

  • Recording and tracking receipt of inventory items in QuickBooks

  • Adjusting inventory in QuickBooks

Lesson 11: Employees and Payroll in QuickBooks

  • Learn about The Employee Center (what it is and how to navigate, customize and use it)

  • Learn about The Payroll Center (what it is and how to navigate, customize and use it)

  • Gain an overview of managing employees and payroll in QuickBooks

  • Learn how to properly setup employees and payroll in QuickBooks

  • How to set up and edit payroll items and payroll schedules

  • How to pay employees and payroll liabilities

  • How to create and file the appropriate tax form filings

  • How to recreate and use Payroll reports

Break:  15 Minutes 

Lesson 12: Tracking Time (to be taught in conjunction with Lesson 11)

  • Learning how to track time spent on a job/project

  • Learning how to invoice a customer for time worked on a project

  • How to create report for time tracking and learning about other job/project reports

  • How to pay nonemployees for time worked


1 Hour

Lesson 13: Reporting and Analyzing Financial Data

  • Review of reporting features in QuickBooks

  • Learn how to customize any report in terms of display, filtering, design and layout

  • Understand the different purposes of reports

  • Learn how to create groups and memorize reports created

  • Discussion of the tools for analyzing data in QuickBooks

  • Learn about the different preset reports in QuickBooks

  • Practice creating reports and viewing them on screen

  • How to save reports to PDF

  • How to export report to Excel and how filter reports in Excel

  • Learn about the different report graphs in QuickBooks

  • How to create and customize graphs

Lesson 14: Miscellaneous: Journal Entries and Progress Invoicing

  • Review of the journal entry function

  • When and how to use journal entries

  • Understanding the debit and credit decision making process

  • Understand what progress invoicing is and when it should be utilized

  • Learning how to create progress invoices through using estimates

  • Job costing implications of progress invoicing

Break:  15 Minutes 

Lesson 15: Customizing Forms and Writing Letters

  • Learning the different form templates

  • How to modify preset form templates

  • Understanding the different levels of customization

  • Designing custom forms in terms of information gathered and layout

  • Learn how to create custom correspondence using the QuickBooks database

Register today by calling (713) 201 - 5988

 (Back to Top)

Houston, TX CPA, Craig A Wooten, CPA

Craig A Wooten, CPA | 6201 Bonhomme Road, Ste. 480-South, Houston, TX 77036 | Phone: (713) 201-5988 | Fax: (713) 995-7762 | craig@phcaccounting.com

BBB Seal