QuickBooks Training

DBS will help you select, install and implement your software, convert, review and clean-up your data, train your staff on how to properly use QuickBooks, and provide ongoing support as needed.

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Certified QuickBooks Experts

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.

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.

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