QuickBooks Training

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Certified QuickBooks Trainers

Our QuickBooks experts are here to provide the professional business management solution and technology consulting services your growing business needs. Having performed thousands of QuickBooks client engagements across several industries, we have the knowledge and experience you can rely on in a business partner. Get help with finding, implementing and optimizing the right solution for your business.

QuickBooks Training Topics

Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals. Below are some example training course outlines.

QuickBooks Beginner Level Training

Prepare For Setup

  • Creating a New File – Detailed Set Up
  • Creating a New File – Express Set Up
  • Changing Passwords
  • Change Business Information
  • Change The Left Icon Bar
  • Company Preferences
  • My Preferences
  • Calendar Function
  • Customize Icon Bar
  • Back Up File

Chart of Accounts and Items

  • Account Types in Chart of Accounts
  • Create a New Account
  • Header and Sub Accounts
  • Chart of Accounts Flow
  • Item Types – Basic Overview
  • How to Set Up and Organize Your Items List

Customers Jobs and Vendors

  • Create a New Customer
  • Merge Duplicate Customers
  • Customer Type List
  • Create a New Job
  • Job Type List
  • Create a New Vendor
  • Vendor Type List
  • Merge Duplicate Vendors

Customize Your Forms

  • Invoice Basic Customization
  • Invoice Additional Customization
  • Invoice Layout Designer
  • Purchase Order – Basic Customization
  • Purchase Order – Additional Customization
  • Purchase Order – Layout Designer

Invoice and Accounts Receivable Basics

  • Create an Invoice
  • Receive Payment – Record Deposit
  • Create a Credit Memo and Apply to an Invoice
  • Create Credit Memo
  • Create a Statement
  • Collections Center

Accounts Payable Basics

  • Enter Bill – Rent
  • Enter Bill – Item and Expenses
  • Pay Bills
  • Print Checks
  • Create Vendor Credit and Apply to Open Bill
  • Gas Restaurants and Airport Expenses

Banking Basics

  • Write Check for Items and Expenses
  • Transfer Funds From One Bank Account To Another
  • Create Wire – EFT – ACH Payment
  • Void Check Without a Closed Period
  • Reconcile Bank Account to Bank Statement
  • Petty Cash
  • Which Checks Can You Use
  • Add Company Logo and Address to Printed Checks
  • Print Signature On Checks

QuickBooks Intermediate Level Training

Step Up your Set Up Knowledge

  • Install QuickBooks Enterprise
  • Update File to New Release
  • Register Your QuickBooks Software
  • Hide Company Files
  • Enter Beginning Balances
  • Class List
  • Set Up a New User
  • User Permissions in QuickBooks Enterprise
  • Print Role List in QuickBooks Enterprise
  • Set Up Online Banking Connection
  • Back Up vs Portable File vs Accountants Copy
  • Schedule Automatic Backup

Customize Your Centers

  • Customize Customer Center
  • Customize Vendor Center
  • Customize Employee Center
  • Company Snapshot

Chart of Accounts Done Right

  • Account Numbers
  • How To Sort Your Chart of Accounts List
  • Clean Up Chart of Accounts

Inventory and Services

  • Inventory Center
  • Inventory Items
  • Service Items
  • Group Items
  • Inventory Assembly
  • How to Use Discounts
  • Use Subtotals On Customer Transactions

Inventory Activities

  • Adjust Inventory
  • Update Your Price List
  • Update Sales Price – Mass Adjustment
  • Automatic Cost and Price Adjustment

Sales Tax

  • Turn On Sales Tax Tracking
  • Sales Tax Item and Group Set Up
  • Adjust and Pay Sales Tax

Communicating with your CPA

  • Create Accountants Copy
  • Accountant Activities in Accountants Copy
  • Receive Accountants Copy After Accountant Changes
  • Cancel Accountants Copy

More Customization – Custom Fields

  • Custom Fields on Items
  • Custom Field Overview
  • Customer Custom Field
  • Custom Fields on Invoices – Customer Custom Field
  • Custom Field on Purchase Order – Vendor Custom Field

More Lists for Better Tracking

  • Sales Rep List
  • Terms List
  • Payment Method List
  • Customer Message List
  • Ship Via List
  • Template List
  • Bill Rate Level List
  • Fixed Asset Item List
  • Vehicle List

Quotes Estimates and Sales Orders

  • Lead Center
  • Estimates Sales Orders and Invoices
  • Create an Estimate
  • Duplicating an Estimate
  • Create a Sales Order

Intermediate Invoicing

  • Memorize Invoice For Recurring Monthly Invoices
  • Choose Memorized Transaction to Enter Now
  • Progress Invoicing
  • Batch Invoices
  • Price Level List
  • Pending Invoices
  • Statement Charges

Accounts Receivable Scenarios

  • Use Undeposited Funds As a Default When Receiving Payments
  • Cash Back When Making a Deposit
  • Reimbursable Expenses
  • Finance Charges
  • Receive Payment – Client Overpays
  • Receive Payment – Client Underpays

Accounts Payable

  • Purchase Order for Inventory and Receive Inventory
  • Purchase Order to Track Services
  • Memorize a Bill For Recurring Expenses
  • Prepaid Expense Amortization
  • Check Payment Before Receive Bill
  • Loan Manager
  • Pay Bill By Credit Card
  • Print Bill Payment Stub
  • Change Amount of Bill After Paid
  • Record Credit Card Transactions
  • Credit Card Credit
  • Reconcile and Pay Down Your Credit Card

Payroll Set Up and Use

  • Turn On Time Tracking for Employee
  • Enter Payroll Service Key
  • Track Single Activity On Timecard Using Stop Clock
  • Payroll Preferences
  • Weekly Timesheet Entry
  • Payroll Set Up Interview
  • Batch Timecard Entry
  • Employee Set Up Manually
  • Print Timesheets
  • Set Up Payroll Items in Multiuser Mode
  • Set Up and Edit Payroll Schedule
  • Run Scheduled Payroll

Reports You Need to Know

  • Review of Standard Reports
  • Transaction Journal Information
  • Company Reports
  • Accountant and Taxes
  • Daily Sales Summary Report
  • Intuit QuickBooks Statement Writer
  • Sales by Rep – Cash Basis
  • Custom Reporting – Summary and Detail
  • Set Up Budget

QuickBooks Advanced Level Training

Advanced File Set Up – Importing Lists

  • Transfer Chart of Accounts to a New File
  • Transfer Items List
  • Transfer Customer List
  • Transfer Vendor List
  • Transfer Templates

Understanding Accounting

  • Invoice with Non-Inventory
  • Sales Receipt with Inventory
  • Bill with Non-Inventory Expense
  • Bill with Inventory
  • Invoice with Inventory Items
  • Cash vs Accrual Profit and Loss
  • Soft vs Hard Posts

Advanced Accounts Receivable

  • Customer Deposits and Down Payments
  • Track Retainage
  • Backorders
  • Over and Short Accounts
  • Webstore Clearing Account to Track Online Sales
  • American Express Payment Received
  • Customer Credit Card Protection
  • Disable Customer Credit Card Protection

Advanced Inventory

  • Work in Progress
  • Enhanced Inventory
  • Average Cost vs FIFO
  • Turn on FIFO Inventory Valuation
  • Adjust Quantity on Hand FIFO

Advanced Review for Accountants

  • Client Data Review Feature
  • Set Up For Client Data Review
  • Accountant’s Center

Troubleshooting in QuickBooks

  • Undo Previous Reconciliation
  • Troubleshooting Bank Reconciliation
  • Troubleshooting Inventory Balance
  • Fix Accounts Receivable Report with Zero Dollar Amounts
  • Fix Accounts Payable Report with Zero Dollar Amounts
  • Re-sort Customer Vendor and Employee List
  • Verify and Rebuild Data
  • Check Your Error Log

Industry Experts

Over one million businesses in the U.S. rely on QuickBooks for their accounting functions. Fourlane’s consultants have worked with QuickBooks within virtually every industry and have the experience to make it work for most businesses, including:

  • Accounting
  • Agriculture
  • Construction
  • Distribution
  • Education
  • Engineering
  • Financial Services
  • Government
  • Healthcare / Medical
  • Information Technology
  • Insurance
  • Legal
  • Manufacturing
  • Nonprofit
  • Professional Services
  • Real Estate
  • Retail/Hospitality
  • Telecommunications

Our Proven Process

Our 4 step consulting process model is designed to keep everyone engaged and on track.

STEP 1: DISCOVER
Learn about your unique business.
Understand your goals and time frames.
Provide product and service options.

STEP 2: CONSULT
Offer recommendations for stronger system health.
Review processes for efficiency and accuracy.
Decide on direction and delegate steps.

STEP 4: MAINTAIN
Consult with you on additional goals.
Set recurring review to keep your team on track.
Report on budget and system health.

STEP 3: EXECUTE
Engage your team in the project.
Complete project to meet goals and time frames.
Report on completed milestones.

#1 Intuit Reseller

Get preferred pricing on all Intuit QuickBooks products and solutions.

Fourlane is one of the country’s top Intuit Premier Resellers and Consulting Firms and has been awarded Intuit’s prestigious Premier Reseller of the Year every year since 2010. Fourlane has performed thousands of client engagements across several industries with very strong expertise around QuickBooks implementation, integration and business processes.

“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As an Intuit Premier Reseller, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country. They are an important part of Intuit’s Reseller channel.”

-Simon Pass, Intuit Reseller Program Sales Leader

What Our Customers Are Saying

Since 2008, Fourlane has helped thousands of happy customers with QuickBooks.

Alisha Raesz of Fourlane has been a tremendous asset to our company. She has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. Her knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough about Alisha and Fourlane. Thanks!!!

JJ Luebbe / Luebbe Companies, LLC

We started with Fourlane specifically for Quickbooks point of sale help. Fourlane was awesome. They have incredible knowledge of Quickbooks. This year we added another layer of Fourlane help. We hired Fourlane for bookkeeping. We are thrilled that we did. LaTiffany is our day to day contact. She is incredible. LaTiffany has cleaned up, streamlined and maintained our accounting. LaTiffany and Fourlane are pleasures to work with.

Wendy Thomajan / Austin Foot & Ankle Specialists

I worked with Fourlane on a QuickBooks data conversion. They were extremely helpful and knowledgable. Helped us through a very rough patch smoothly. I would highly recommend Fourlane.

Brenda Shearer / Technical Specialties Corporation

I contacted Fourlane about QuickBooks POS. We needed some assistance with having our inventory program work with QuickBooks POS. Tarrah was helpful in this matter. While talking with her I discovered that Fourlane could assist my company with our QuickBooks as well as other concerns in my company. We are still in the process of changing our system and at the same time I have recommended some of my customers contact Tarrah.

Mike Patterson / Allied Inventory Services

Fourlane has been a great partner with our third-party software integration. The key to me is that when they are not 100% on an answer they do not try to resolve it “on-the-fly’ but go back and do research.

Derek Pennant-Jones / Celling Biosciences

No one likes to think about having to change accounting systems, particularly when you have been using the same system for over 20 years, but sure enough that day came for my firm in Texas recently. My firm is a distribution center for a pump manufacturer in Minneapolis. After searching for alternatives, I was unhappy with what I found, so I called Intuit, discussed our upcoming situation, and the first thing I wanted to know was, whom do I contact that would be considered experts at installation, training and manipulating Quickbooks. Without a drop of the hat, they recommended FOURLANE…If you ever had doubts of using their product or getting the support you would need, rest assured, FOURLANE is the way to go.

Jim Horany / Wanner Engineering

We have worked with Alisha Raesz from Fourlane for the past 6 months and have been so impressed with her knowledge and attention to detail. Alisha has guided us through a new company file changeover to help our manufacturing business grow and she has provided amazing customer service. We could not have done it without her help!

Christy Ricketts / Contemporary Research

Marjorie Adams and Tarrah Hendrickson were very helpful during the initial 30 minute consultation, which was free of charge! I had a complex issue and they were able to resolve it for me within the 30 minutes, so I ended up getting the advise for no charge, which my boss will love! Would definitely recommend as well as use Fourlane in the future.

Jill Blecher / Mass Polymers

Fourlane was unbelievably helpful to me when I wanted Quickbooks Premier for my company. I ordered for 1-user then wanted to add another. Then ended up wanting to add another and another. Linn was super helpful and was able to set me up where I continuously got credit for what I had already paid and in the end got all 4-users for less than the price of 3. She went above and beyond what most would do in her place. Anytime I need something and Fourlane has it, I will be purchasing from them.

P.S. This is the FIRST ever review I have given – positive or negative – so that is how much I valued the service I received from Linn and Fourlane.

Laura Jolliff / Bob Riddick Roofing, Inc.