click here for information about the quickbooks users conference to be held in missoula on may 13-14, 2008 and billings on may 20-21, 2008
QUICKBOOKS® User Presentations
Attend an informative two hour presentation designed to help you get the most out of your QuickBooks program. Presentations are interactive and open to anyone using QuickBooks.
Billings
Check back soon for upcoming dates.
Butte
Check back soon for upcoming dates.
Contact Teri McGee at (406) 782-0451for more information.
Helena
Check back soon for upcoming dates.
Contact Irene Bushnell at (406) 457-7026 for more information.
Missoula
Check back soon for upcoming dates.
QUICKBOOKS® Consulting
Anderson ZurMuehlen offers personalized training and consulting on QuickBooks. We are available for onsite consulting to offer you help on issues specific to your business. We can help you with the following activities:
- Install QuickBooks and setup your company
- Setup payroll
- Bank reconciliation
- Customize invoices
- Review general ledger activity, and many more
QUICKBOOKS® CLASSES
Billings
Check back soon for upcoming dates.
Helena
- Beginning QuickBooks – Wednesday, April 23, 2008
- Intermediate QuickBooks – Wednesday, June 4, 2008
- Advanced Report Writing for QuickBooks – Wednesday, June 25, 2008
- Non Profit QuickBooks – Check back soon for upcoming dates
- QuickBooks Payroll – Wednesday, July 23, 2008
- QuickBooks for the Contractor – Check back soon for upcoming dates
Contact Irene Bushnell at (406) 457-7026 for more information.
Missoula
Check back soon for upcoming dates.
Registration:
Registration deadlines are the day before the scheduled class you are participating in.
Billings
Contact the Center for Business Enterprise - Montana State University Billings at (406) 657-1610 or check back after May 4, 2008 for a current registration form.
Helena
Contact CTI/Business Resource Center at (406) 443-0800 or register online at: http://www.ctibrc.org/modules.php?name=catalog
Missoula
Contact the Dickinson Lifelong Learning Center at (406) 549-8765 or register online at www.dllc.montana.com.
Class information:
This class will cover how to set up payroll and process yearly and quarterly reports. Included will be:
- Review opportunities for tracking payroll and payroll taxes by class (or segment of your business)
- Create a separate report to track payroll expense by a class.
- Generate, customize, and print reports and graphs
- Activate the payroll feature and setup the company's payroll system, including payroll items. (Vacation, Sick, Retirement, Cafeteria, and other payroll deductions)
- Setup employee information, including address, hire date, and earnings
- Prepare payroll checks and related federal and state payroll liability checks
- Discuss and prepare computer generated federal quarterly reports
- Discuss and prepare computer generated W2's.
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Attend the half-day beginning QuickBooks® seminar and learn a fast and easy way to manage your business finances. QuickBooks has many features you need. It is simple to use and learn. "Beginning QuickBooks" is designed to teach you how to perform the following basic functions:
- Set up a new business on QuickBooks Accounting Software
- Design your chart of accounts to fit your business.
- Prepare computer generated or manually written checks
- Record deposits
- Reconcile bank accounts to bank statements
- Set up vendor and customer files to include mailing and shipping address, payment information and account information
- Enter credit card charges and payments
- Enter non-sufficient funds checks and record the subsequent payment
- Editing and voiding transactions
- Overview of reporting capabilities (sample reports)
- QuickBooks Tips and Tricks
- As a conclusion, a handout will be available for practicing functions learned in the seminar.
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If you have the equivalent experience or have taken Beginning QuickBooks Class, attending the Intermediate half-day seminar will assist you to move beyond the basics and allow you to use the following features more effectively:
- Review opportunities for tracking revenue and expenses by class.
- Create files for customer and vendor addresses, contact information, payment information, and account information.
- Create estimates and invoices for customers.
- Receive payments from customers
- Enter bills from vendors and pay bills
- Generate, customize, and print reports and graphs
- Export information to Microsoft Word and Excel
- Create custom templates for invoices and many other QuickBooks forms
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QuickBooks® for Non Profits
Learn specific features in QuickBooks tailored toward non-profit accounting. Track donations, contributions, pledges, and receipts. Send out mailings and thank you letters. Prepare a budget and track program income and expenses. Print a report to assist with Form 990 preparation. Learn how to customize and create reports, customer forms, and much more explicitly for non-profits!
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QuickBooks® Advanced Reporting
This class will introduce you to the reporting, letter writing, and template functions in QuickBooks. Learn to customize and modify your financial information, including exporting, memorizing, and using custom fields in reports. Discover templates and how they can be tailored to fit your organization. Find out about creating labels and using information stored in QuickBooks to create personalized letters for your customers, vendors or employees.
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QuickBooks® for the Contractor
This class will focus on specific contractor features in QuickBooks. Learn how to customize item set up for ease of reporting, job costing, and accounting for assemblies in inventory. Create purchase orders, estimates, and utilize progress invoicing. Track subcontractor bids, insurance certificates, change orders, and 1099 information. Discover how to allocate labor burden and overhead to jobs, enter employee time and expenses, generate certified payroll reports, and use billing rates for employees. Create custom forms and letters for your customers. Generate contractor specific reports to help you better analyze jobs and your business.
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