In Person QuickBooks Training in the Puyallup and Pierce County Areas

Allow a CPA/QuickBooks Pro Advisor to train you and/or your staff in QuickBooks techniques that will allow you to cut down on transactional errors and produce accurate management reports that you can rely on to make financial decisions. Our goal is to teach small business owners to manage their business more efficiently. The following QuickBooks training are available from Bell & Bell, PLLC.

Introduction to QuickBooks®: Designed for all new users as well as current users who are experiencing difficulties managing their accounting records. You’ll learn about information you need to track in QuickBooks® and how to enter and use that information.

  • QuickBooks® Features & Versions
  • How to get around in QuickBooks®
  • Setting up a Chart of Accounts and Items List
  • Working with Bank Accounts
  • Working with Credit Card Accounts
  • Entering Sales & Invoices
  • Receiving Payments & Making Deposits
  • Entering & Paying Bills
  • Financial Reports & How to use them in your Business

QuickBooks® Intermediate: This course is designed for users who possess a basic understanding of QuickBooks® and wish to learn about its more advanced features.

  • Payroll Setup & Processing
  • Time Tracking
  • Tracking & Paying Sales Tax
  • Inventory
  • Analyzing Financial Data
  • Customizing Forms

QuickBooks® for Contractors: Designed for contractors who have an intermediate understanding of QuickBooks®, this course teaches accounting methods and QuickBooks® capabilities unique to contractors.

  • Setting up for contractors
  • Estimating
  • Fixed Price Jobs
  • Cost Plus Jobs
  • Time & Materials Jobs
  • Progress Billings & Change Orders
  • Customer Deposits & Retainage
  • Job Costing & Reports
  • Construction in Progress
  • Employee Time Tracking

QuickBooks® Payroll: The Payroll half-day course is designed for users who want to use QuickBooks® Yourself Payroll.

  • QuickBooks® Do-It-Yourself Payroll
  • Setting up Payroll Items
  • Setting up Employee Information
  • Paying Employees
  • Tracking & Paying Sales Commissions
  • Payroll Liabilities & Taxes
  • Payroll Reports
  • Payroll Tax Forms

Understanding Financial Statements: This half-day course is designed for users who desire a better understanding of QuickBooks® financial statements, reports, and graphs. Our goal is to teach small business owners to manage their business more efficiently. Some of the topics to be covered include:

  • A Detailed Overview: Balance Sheet
  • A Detailed Overview: Income Statement
  • A Detailed Overview: Statement of Cash Flows
  • Using Financial Statements to Analyze your Business Performance
  • Ratios to Measure Operating Efficiency

QuickBooks® Year-End Procedures: Our half-day course is designed for experienced users who desire to reduce their year-end hassles. Our goal is to teach small business owners to manage their business more efficiently. Some of the topics to be covered include:

  • Tasks everyone should do
  • Tasks to Prepare for Filing Taxes
  • Tasks to do if you use Subcontractors
  • Tasks to do if you have Employees