COVID-19 CONSIDERATIONS: MOST OF OUR TEAM IS CURRENTLY WORKING REMOTELY DURING THE PANDEMIC. CLASSES ARE BEING HELD REMOTELY ONLY UNTIL FURTHER NOTICE.
QuickBooks Accounting Training Classes
Our QuickBooks training classes are held throughout Louisiana and are taught by CPAs who are also “QuickBooks Certified” consultants. Discover all the “Do’s & the Dont’s” on how to manage your QuickBooks accounting software. Get the insight behind your numbers with QuickBooks Accounting.

Please read over the QuickBooks Training Class Descriptions to see more about what our QuickBooks training classes offer.
QUICKBOOKS TRAINING CLASS SPECIAL!!
By attending any one of our QuickBooks Accounting training classes, you will be entitled to receive:
  • Up to one hour of free QuickBooks Accounting telephone support for thirty days following the class (30 days or one support call, whichever comes first)
  • A 25% discount off the normal charges for follow-up QuickBooks Accounting onsite assistance.
  • A 25% discount on your initial order of QuickBooks Accounting checks or QuickBooks Accounting business forms.
  • A 15% discount on all software orders placed within 30 days
(Call toll free 1-800-259-4213 for more details.)

Peachtree & QuickBooks Training Class Schedule and Registration

Click here to download schedule and registration form
QuickBooks & Sage 50 Peachtree
2021 Class Schedule

If your company is a Louisana-based company with 50 or fewer employees and have been in business for 3 years, you may be eleigible for a 100% reimbursement through the Louisiana Small Business Employee Training Program.

For more information, visit www.LAWorks.net or call us at (800) 259-4213 for details!

Important: Must be pre-approved to qualify for reimbursement.
Sage 50 Peachtree®  (Metairie, LA)                       8:30 AM to 4:00 PM CST
Getting Started & Processing – Basic Level TBA TBA TBA
Beyond the Basics – Intermediate Level TBA TBA TBA
Payroll and Job Costing for Contractorrs TBA TBA TBA
QuickBooks®   Windows Desktop Edition               8:30 AM to 4:00 PM CST REMOTE ATTENDANCE

Can’t leave the office? Don’t want to travel? You can still attend via internet access. You’ll have a live instructor, see the same presentation, hear questions raised by other students, and ask your own questions!
Training Offered Via ZOOM → 2901 N Causeway Metairie, LA
Getting Started & Processing – Basic TBA TBA TBA
Beyond the Basics & Mastering – Intermediate TBA TBA TBA
Payroll and Job Costing for Contractors TBA TBA TBA
  • Class Locations: Normally held in our office across the street from Lakeside Mall in Metairie, LA (10 minutes from Downtown New Orleans, Louisiana).
  • Confirmation emailed in advance.
  • Register Early! Class sizes are limited. Advanced registration and payment is required. A cancellation fee of $50 is charged if cancellation is received within 7 days of the schedule class. There is no charge for rescheduling to a future class date.
  • Our classes are taught by Certified Trainer by demonstrating the most recent version of the software on a wide screen projector. This method of training allows students to focus on the subject being taught, encourages students to ask questions, and allows them to take notes. We are able to cover more material so you receive more education for your investment. Computers will not be provided. If you bring your own computer, please have the software already installed on your computer. If you don’t have the software already installed, please arrive by 8:00 A.M. so we can install a trial version on your computer.
Course Fees for QuickBooks Accounting and Peachtree Accounting

1 Day – $325 | 2 Days – $595 | 3 Days – $750

Please note that the Payroll and New Features Webinars are half-day classes. Discounted prices listed above apply even for classes which are not held on sequential days, as long as they are all paid for at the same time.
There are two option for registration:

Phone: To register for Peachtree or QuickBooks Accounting Training Class, Point of Sale Training Class, or a Webinar by phone, please call us toll free at (800) 259-4213.

Fax: To Register by fax, please click here to print out the registration form. Fax the completed for to us at (504) 834-8218. Please note that any changes to class dates will be listed on this 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.

QuickBooks Accounting Training Class Descriptions

We have many levels of training at our QuickBooks Accounting training seminars. The QuickBooks Accounting training course descriptions are provided below. Click on the QuickBooks Accounting training course names to view course descriptions.

QuickBooks Accounting “Getting Started & Processing” Course

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 sales tax
  • Setting up inventory items and groups
  • Setting up employees
  • Setting up payroll taxes, payroll items and payroll deductions
  • Setting up jobs, phase codes and cost codes
Processing Customer Transactions
  • Creating quotes and estimates for customers and clients
  • Creating sales orders, customer invoices, sales receipts and credit memos
  • Invoicing customers for employees’, and subcontractors’ time and 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
  • Recording vendor invoices and credit card transactions
  • Paying vendor bills and credit card balances

QuickBooks Accounting “Beyond The Basics & Mastering” Class

This one-day workshop will teach you tips and tricks, how to handle tricky transactions and how to perform month-end and year-end processing. You’ll also learn how to understand the general ledger and important financial reports. This course 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 QuickBooks Accounting 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 layaways and trade-ins from customers
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
Month-End Accounting Procedures
  • Reconciling bank and credit card statements
  • Journal entries — when, why and how to use them
  • Printing and understanding reports — what reports to print and the purpose of the reports
  • Reviewing and understanding the basic financial statements — The Balance Sheet & Income Statement
  • Cash-Basis versus Accrual Basis accounting
  • Setting up and using budgets
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 and 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
  • 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
  • Using Microsoft Excel to further customize reports

QuickBooks Accounting Job Costing Class
Construction companies use job costing to monitor their profitability on a specific job. It helps them make better estimates and choices in the future. Job costing allows you to track all expenses for a specific job and compare it to your revenue. Increase your productivity when you can see the job to allocate your resources.

Learn more about:

  • Job Items Vs Job Expenses
  • Converting A Job Estimate Into An Invoice
  • Using Inventory For A Job
  • Tracking Labor To Jobs
  • Create Job Reports Including: Profit And Loss By Job, Estimate Vs Actuals By Job, Unbilled Costs By Job, And More Guests.

Reasons to Attend QuickBooks Training Seminars
  • Taught by CPAs with years of experience who are also “QuickBooks-Certified.
  • QuickBooks Accounting Training saves you time and money. You’ll begin to work smarter, not harder.
  • Get answers to your specific QuickBooks Accounting questions and solutions to your specific problems.
  • Discover amazing QuickBooks Accounting tips and tricks.
  • Learn how to use your QuickBooks Accounting software the right way.
  • Master those tricky transactions in QuickBooks Accounting.
  • Comprehensive QuickBooks Accounting workbooks included.
  • Fifty percent discount for invited guests.
  • Your Satisfaction Guaranteed!

 

What others are saying about our QuickBooks Accounting Training Classes:
  • “I just want to express my extreme satisfaction with the experience I had over the last two days interacting with your company. We had a problem rolling Peachtree 8 over to 2015 and none of the normal tricks work. I found you guys after searching the Internet for a solution to the problem I was having. I dreaded making the phone call, expecting it to be Sage telling me they no longer is support for Peachtree 8 and wading through a massive call center at the worst time of the year. To my surprise a real person answered the phone within two rings, she quickly understood my problem, contacted technicians to determine that they could help me with the problem and said I would get a call shortly from a technician. I was contacted by Agnes Williams and we very quickly enabled the remote interface and tried a number of the things that I had tried to no avail. Rather than spend a lot of the time on the phone, which in the short term would have been better for your bottom line, he indicated that these were the quick things they normally try but then provided me with the next things to try. I went away and did these time consuming steps, again to no avail, and emailed my results to Agnes at about 5:30 pm Pacific Time. I was blown away when I got a response just after 6pm my time indicating that the best would be to move it on to the corrupt file technicians and that he would be available to talk at 7:30 in the morning central time. We talked the next morning first thing and it was apparent Agnes put in extra effort to try to solve the problem, and thought he had solved it, in an attempt to get this done for me quickly. After having to move it on, he again made an extra effort to get the corruption technician to take a look at it right away, understanding we were in a dire situation. I run a rapidly growing LED lighting company that prides itself on our interactions with our customers. I sincerely appreciate companies that do the same. Agnes’ investment in our issue and doing what was right for us, including trying to make it the most cost effective, turned a very stressful situation into a situation we could move on from quickly. Please accept a sincere thank you. ”
    ~ Keith Miller
  • “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!”
    ~Mitchelle D., AAR Electronics, Inc.
  • “I really enjoyed everything about this course, small class, slow pace, open questions, etc.”
    ~Geri C., Gulf Coast Real Estate Consultants
  • “This course was well organized and coordinal. The class atmosphere friendly and questions were invited. The presentation technique was excellent”
    ~David A., Domaj, Inc.
  • “Instructors were very knowledgeable…I really loved this course”
    ~Cathleen G., New Freedom, Inc.
  • “Very informative and specific to the topics I needed help with”
    ~Nadine F., Hermann Grima Historic House
  • “Class size was perfect….Instructor was receptive to each person’s needs”
    ~Babette S., Brandonbelt Foundations
  • “I was very pleased with all the topics covered and the thoroughness of the class”
    ~Maleny C., Barken and Neff
  • “This course was excellent”
    ~Lisa T., Tillery Construction Company
  • “This course was very easy to follow….the instructor had a great personality”
    ~Deedra S., Collaborative Resources

 

(SBET) Small Business Employee Training
FREE QuickBooks Accounting Training Services Provided by the Louisiana Department of Labor
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!

  • Do you or your employees need training for QuickBooks?
  • Does your business not have the funds to support training for QuickBooks?

If you answered yes to any of the above questions, we may be the answer to your solution. Our clients are taking advantage of the Incumbent Worker Training Program (IWTP) to provide training for QuickBooks at no cost to them! You can too! Our consultants can assist you with the application process and get you 100% reimbursement on our training options for QuickBooks.

Click on the link below or call us at 1-800-259-4213 for more details about this program and how we can help. Also, below are links to our other QuickBooks training options.