Arizona Contractor License Center

Serving Arizona Contractors Since 1972
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PHOENIX QuickBooks (Intermediate) Course 1/23/19 01/23/2019 9:00 am

Frequently Asked Questions

  • Does the contractor need to purchase the QuickBooks program before the course? No, but it would help to understand that QuickBooks Pro is one of the most popular accounting software used by independent contractors.
  • If they need to purchase the program, How much does it cost? You can buy it cheapest at Costco for about $180—I recommend buying QuickBooks Pro. Our firm works with the online version of QuickBooks for our clients.
  • Do they need to bring a computer? What else should they bring to the course? I would recommend it because they can work on their own computer. We will provide some paper and pens to use.

QuickBooks Intermediate Course Outline

  • Reporting Tools and Exporting to Excel
  • Reconciling Accounts
    • Bank Accounts
    • Credit Card Accounts
    • Loans
  • Calculating Sales Tax Obligations
  • Creating Estimates on New Jobs
    • Creating an Estimate
    • Updating an Estimate
    • Turning an Estimate into an Invoice
  • Bank Downloads
    • Set Up
    • Downloading transactions from the bank
    • Clearing Transactions
      • Setting up Vendor Names
      • GL Account Postings
      • Transaction Matching to existing entries
  • Bill Tracking
    • Entering Purchase Orders
    • Entering Bills
    • Paying Bills
  • Outstanding Accounts Receivable Follow Up
    • Reports to Review
    • Printing Statements
  • Updating the GL Chart of Accounts
  • Questions and Answers