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QuickBooks for Integrators training course

 

Learn the best, most efficient, most informative way to use QuickBooks!
QuickBooks® for Integrators teaches bookkeeping & project administration practices for the Top-Line Management System. These will help you operate more efficiently, and sell more effectively, while gaining better measures of your company’s productivity.
18th edition of course Now Available on CD for only $297...

“Fantastic! Easily one of the best trainings I have done...”

- David in CT

“I'm not sure where I would be with QB if I hadn't found out about your company..."

- Jeff in CA

 

“Undoubtedly a great class."

- Rob in NY

"Great course — I learned so much from you, thank you! "

- Kara in MA

Most bookkeepers and accountants do not know
the best ways for integrators to set-up and use QuickBooks.
This course will show you how, and in the process will pay for itself many times over.
The Quickbooks for Integrators on-line class...provided me with disciplines I never would have thought to implement on my own and provided me with a true picture of how much profit I was making from every product and job. Steve is a wonderful instructor who takes the time to work with each person individually and implement the TLM. The class materials he provided to each of us are priceless and I refer to them often. I would highly recommend the class...
Robert in NY

Order the complete course CD using the PayPal button below!

Steve, this was the single most valuable thing I have done as a company owner… You have single handedly removed a huge chunk of the black cloud of financial (mis)management that hung over my head… Thank you so much.”

– Jason in KY

Order the 4-session QB course CD and follow the course at your own pace. WMV recordings can be paused and rewound, for effective learning and implementation. Order the CD today and receive...

§  TLM Project Management introductory webinar

§  Complete WMV recordings of all four 90-minute course sessions, with presentation notes

§  TLM Implementation Toolbox & Resources (see list below)

§  Planning & Productivity Worksheets (see list below)

§  30-page Guide to the TLM Project Management Process (optional - see pricing below)

§  One-on-One follow-up coaching (optional - see pricing below

QuickBooks for Integrators

BASIC

e-mail support only

Guide to the TLM Project Mgmt Process

$297

(click the button below to order)

 

QuickBooks for Integrators

STANDARD

includes 30-page

Guide to the TLM Project Mgmt Process

$344

(Save $80! Click the button below to order)

QuickBooks for Integrators

PLUS

Includes 30-page Guide

plus one hour of phone support

$497

(Save $177! Click the button below to order)

QBI Basic $297

QBI Standard $344

QBI Plus $497

 
NEW & IMPROVED!
QuickBooks for Integrators course 18th edition
This integrator-specific course will teach you how to implement TLM bookkeeping & admin practices in your company. You'll learn faster & easier ways to use QB, while having it provide the exact information you need to manage for greater profitability.
Solid bookkeeping practices are fundamental to the pursuit of prosperity. QuickBooks for Integrators is a step-by-step presentation that teaches you how to configure and use QuickBooks® as part of the Top-Line Management System™.
Here is how a recent attendee described her experience with the course...
"TLM has provided me with a whole new way to see and use the information that Quick Books provides. Even a seasoned Quick Books user like myself was amazed with the way TLM reorganizes the bookkeeping system into a streamlined, meaningful set of numbers that everyone will understand, and that are actually accurate! Thanks Steve, your enthusiasm is contagious."
             – Jayne in CA
The QuickBooks course is presented in four 90-minute sessions recorded on CD in Windows Media Video format. The 6-hour CD includes presentation handouts for each session, and numerous implementation resources and worksheets to enable your success with the system.
This acclaimed course will show you…
§         How to administer a project from start to finish in QB payments, ordering and receiving, progress invoicing, and receivables management
§         How to set up your item list for efficient creation of profitable estimates
§         How to test every estimate for its conformity to your TLM profit model
§         How to set up accounts and payroll to provide the most critical measures of company productivity.
QuickBooks for Integrators will introduce you to bookkeeping and management practices that will open the door to greater profitability.

The QuickBooks for Integrators course CD helps you learn and implement!

§  Review any of the 4 course sessions, with complete fast-forward/rewind/pause capability so you can practice in QuickBooks as you watch the video.

§  Slide notes for each session further reinforce learning. Many of the slides provide step-by-step instruction of the particular practice or process being presented.

§  Dozens of resources documenting your new QB practices are included (see list below)

§  An Implementation Checklist (pictured at right) cross references topics, sessions, and resources to help you implement more successfully.

Click the picture at right to download a PDF of the Implementation Guide & Checklist!

Look at all the resources included to help you successfully implement the TLM practices presented during QuickBooks for Integrators:
 
QB_Course_Implementation_Guide.jpg
Course Implementation Checklist & Reference Guide | Click to download PDF

§  QB Course CD Implementation & Reference Guide

§  TLM Basics 1 - Chart of Accounts

§  TLM Basics 1a –Account Structure Overview

§  TLM Basics 2 - Item Classification Guidelines

§  TLM Basics 3 - QB transaction flow

§  TLM Basics 4 - Migrating to a Hybrid Inventory Model

§  TLM Basics 5 - Top-Line Manager Worksheet Instructions

§  How to Accrue & Pay Sales Tax

§  How to create & report on Requests for Payment in QB (for PC & Mac)

§  How to Create & Track Change Orders

§  How to create a Jobs Complete report

§  How to create a Jobs Progress report

§  How to do Receiving Reports

§  How to do Service WOs in QB

§  How to enter, pay, & reconcile Credit Card accounts

§  How to Export reports from Quick Books to Excel

§  How to Groom Your Item List

§  How to Manage & Reconcile Job Progress

§  How to manage loans in QB using Loan Manager

§  How to order & receive goods

§  How to Prepay Purchases (CC or check)

§  How to reclassify AR credit balances as a liability

§  How to set up TLM Preferences in QuickBooks

§  How to write off bad debt

§  How to write payroll checks in QB

§  Job admin process flowchart

§  TLM Bid Pricing Worksheet (for quickly checking margin and mix of proposals)

§  TLM Item Build worksheet (for creating & pricing packages & groups)

§  TLM Pipeline Manager (for helping you do your weekly review of proposals and jobs)

§  TLM Top-Line Manager worksheet & instructions (this is where you create and track your plan)

The course also includes...

§  Full e-mail support & document review by Fast-Forward

§  30-page Guide to the TLM Project Management Process (included with Standard & Plus packages)

§  One-on-one follow-up coaching* with Steve Firszt, course presenter (included with Plus package).

*1-hour phone support included with Plus package; additional phone support available

Use the button below to order the QuickBooks for Integrators Complete Course on CD. From only $297 including S&H in the continental US.

This course will pay for itself many times over. Select the one of the buttons below to order the CD.

QuickBooks for Integrators

BASIC

e-mail support only

Guide to the TLM Project Mgmt Process

$297

(click the button below to order)

 

QuickBooks for Integrators

STANDARD

includes 30-page

Guide to the TLM Project Mgmt Process

$344

(Save $80! Click the button below to order)

QuickBooks for Integrators

PLUS

Includes 30-page Guide

plus one hour of phone support

$497

(Save $177! Click the button below to order)

QBI Basic $297

QBI Standard $344

QBI Plus $497