QuickBooks Training in Brookfield, WI

What is QuickBooks

QuickBooks is an accounting software package developed and marketed by Intuit Inc. It is designed to simplify financial management for small to medium-sized businesses, self-employed professionals, and accountants.

QuickBooks provides tools for bookkeeping, invoicing, payroll management, expense tracking, tax preparation, and financial reporting. It offers features that are user-friendly, even for individuals with limited accounting knowledge, making it one of the most popular financial management tools in the market.

Key Features of QuickBooks:

• Bookkeeping and Accounting:
  • Tracks income and expenses automatically.
  • Offers double-entry accounting for accuracy.
  • Provides customizable charts of accounts.
• Invoicing:
  • Allows users to create and send professional invoices.
  • Supports payment processing through credit cards or bank transfers.
• Expense Tracking:
  • Links directly to bank accounts and credit cards for real-time expense updates.
  • Categorizes expenses for better organization.
• Payroll Management:
  • Automates payroll calculations, deductions, and tax filings.
  • Ensures compliance with federal and state regulations.
• Tax Preparation:
  • Tracks deductible expenses and tax payments throughout the year.
  • Integrates seamlessly with Intuit TurboTax for streamlined tax filing.
• Financial Reporting:
  • Generates detailed reports such as profit and loss statements, balance sheets, and cash flow reports.
  • Provides insights into the financial health of a business.
• Inventory Management:
  • Monitors inventory levels and costs.
  • Tracks items sold and automatically adjusts stock levels.
• Multi-User Access:
  • Allows multiple users to collaborate on the same account with role-based permissions.
  • Offers an accountant-specific version for professional advisors.
• Cloud-Based and Desktop Versions:
  • Offers cloud-based access through QuickBooks Online.
  • Provides traditional desktop versions with advanced features for offline use.
• Third-Party Integrations:
  • Connects with popular applications like PayPal, Shopify, and Square for streamlined operations.

Types of QuickBooks:

• QuickBooks Online: Cloud-based and accessible from anywhere. Ideal for small businesses that require flexibility.
• QuickBooks Desktop: Installed software with robust features. Comes in variants like Pro, Premier, and Enterprise.
• QuickBooks Self-Employed: Tailored for freelancers and independent contractors. Focuses on tracking income, mileage, and quarterly taxes.
• QuickBooks for Mac: Customized version for macOS users. Includes Mac-specific interface and functionality.

Benefits of Using QuickBooks:

• Time-Saving: Automates repetitive accounting tasks.
• Accuracy: Minimizes manual errors in calculations.
• Scalability: Grows with the business by offering different versions tailored to size and complexity.
• Accessibility: Cloud-based versions allow work on the go.
• Compliance: Ensures adherence to tax laws and regulations.
• Cost-Effective: Reduces the need for extensive accounting staff.

QuickBooks is a comprehensive solution that empowers businesses to manage their finances efficiently, make informed decisions, and stay compliant with financial regulations.

QuickBooks Certifications Available in 2024

As of November 2024, several QuickBooks certifications are available to validate your proficiency in using QuickBooks software and enhance your career prospects. These certifications cater to various skill levels and professional needs:

1. QuickBooks Certified User (QBCU):

The QBCU certification demonstrates your ability to use QuickBooks effectively for business purposes. There are two primary certifications under this category:

• QuickBooks Online Certified User: This certification focuses on QuickBooks Online, covering topics such as setup, sales, expenses, banking, and reporting. The exam consists of approximately 37 questions to be completed in 50 minutes. Learn more
• QuickBooks Desktop Certified User: This certification pertains to the QuickBooks Desktop version, assessing your knowledge of its features and functionalities. The exam includes around 47 questions to be answered within 50 minutes. Learn more

2. Intuit Certified Bookkeeping Professional:

This certification validates your foundational bookkeeping knowledge and skills beyond QuickBooks. It covers accounting basics, asset and liability accounting, reconciliation, and financial statements. The exam comprises approximately 40 questions to be completed in 50 minutes. Learn more

3. QuickBooks ProAdvisor Certification:

Designed for accounting professionals, the ProAdvisor Certification enhances your expertise in QuickBooks and provides additional benefits:

• QuickBooks Online Certification: This certification focuses on QuickBooks Online, offering training and exams to deepen your understanding and skills. Learn more
• QuickBooks Desktop Certification: This certification pertains to the QuickBooks Desktop version, providing training and exams to validate your proficiency. Learn more

Achieving ProAdvisor status grants you access to resources, marketing tools, and a listing on the Find-a-ProAdvisor directory, connecting you with potential clients. Learn more

4. QuickBooks Advanced Certifications:

For those seeking to demonstrate a higher level of expertise, QuickBooks offers advanced certifications:

• QuickBooks Online Advanced Certification: This certification is for professionals who have completed the standard QuickBooks Online Certification and wish to showcase advanced skills. Learn more
• QuickBooks Desktop Advanced Certification: This certification is for those who have completed the standard QuickBooks Desktop Certification and aim to demonstrate advanced proficiency. Learn more

Jobs That Use QuickBooks

1. Bookkeeper

Roles and Responsibilities:

• Maintain financial records by recording transactions in QuickBooks.
• Reconcile bank statements and manage accounts payable and receivable.
• Prepare financial reports and assist in audits.
• Ensure the accuracy of financial data and compliance with company policies.

2. Accountant

Roles and Responsibilities:

• Prepare and analyze financial statements using QuickBooks.
• Oversee general ledger entries and ensure accurate financial reporting.
• File tax returns and ensure compliance with tax laws.
• Advise on financial decisions and budgeting.

3. Payroll Specialist

Roles and Responsibilities:

• Process payroll for employees using QuickBooks Payroll.
• Ensure accurate tax withholdings and benefits deductions.
• Generate payroll reports and resolve payroll discrepancies.
• Maintain compliance with employment laws and tax regulations.

4. Office Administrator

Roles and Responsibilities:

• Manage administrative tasks, including financial record-keeping in QuickBooks.
• Assist with invoicing, billing, and expense tracking.
• Coordinate with the finance team to streamline workflows.
• Generate financial reports for management review.

5. Small Business Owner

Roles and Responsibilities:

• Track income and expenses using QuickBooks.
• Generate invoices and manage accounts receivable and payable.
• Prepare financial reports to assess business performance.
• Ensure compliance with tax and financial regulations.

6. Financial Analyst

Roles and Responsibilities:

• Analyze financial data and generate insights using QuickBooks reports.
• Prepare financial forecasts and budgets.
• Support decision-making with accurate financial analysis.
• Ensure data integrity in financial systems and reports.

We offer live-instructor group training classes for your team.

Upskill your team from the comfort of your office or online.

Benefits of Group Training Include:

• Experienced Professional Instructor Trains Your Team
• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

Get A Free Consultation

Brookfield is an interesting place. Here is some information to help you learn more about Brookfield

Ten Interesting Facts about Brookfield, WI

• Farming Roots: Originally a farming community. Address: N/A. Distance: N/A.
• Suburban Growth: Transformed into a vibrant Milwaukee suburb. Address: N/A. Distance: N/A.
• Community Festivals: Hosts annual community celebrations. Address: N/A. Distance: N/A.
• Excellent Schools: Known for its top-rated public schools. Address: N/A. Distance: N/A.
• Diverse Dining: Offers a variety of shopping and dining options. Address: N/A. Distance: N/A.
• Rich History: Dates back to the 1800s with historic landmarks. Address: N/A. Distance: N/A.
• Historic Landmarks: Home to several preserved historic sites. Address: N/A. Distance: N/A.
• Plenty of Parks: Numerous parks and recreational facilities. Address: N/A. Distance: N/A.
• Community Spirit: Known for a strong local sense of community. Address: N/A. Distance: N/A.
• Modern Development: Continues to grow with contemporary developments. Address: N/A. Distance: N/A.

Ten Fun Things to Do in Brookfield, WI

• Brookfield Nature Park: A scenic park with trails and picnic areas. Address: 5701 W Fond du Lac Ave, Brookfield, WI 53045. Distance: 2.5 miles.
• Fox Brook Park: Family-friendly park with sports facilities. Address: 12001 Fox Brook Rd, Brookfield, WI 53045. Distance: 1.8 miles.
• Brookfield Square Mall: A shopping destination with various retail outlets. Address: 16000 Greenfield Ave, Brookfield, WI 53005. Distance: 0.5 miles.
• Milwaukee Art Museum: Iconic museum showcasing diverse art collections. Address: 700 N Art Museum Dr, Milwaukee, WI 53202. Distance: 8.0 miles.
• Schlitz Park: Historic park offering scenic views and recreation. Address: 800 Schlitz Dr, Brookfield, WI 53005. Distance: 1.0 mile.
• Brookfield Recreation Center: Facilities for sports, fitness, and leisure activities. Address: 15500 Greenfield Ave, Brookfield, WI 53005. Distance: 0.3 miles.
• Beaver Creek Winery: Local winery offering tastings and tours. Address: 17000 Greenfield Ave, Brookfield, WI 53005. Distance: 0.7 miles.
• Brookfield Historical Museum: Discover the rich history of Brookfield. Address: 14500 Greenfield Ave, Brookfield, WI 53005. Distance: 0.4 miles.
• Urban Gallery: Local art exhibits in a modern setting. Address: 16050 Greenfield Ave, Brookfield, WI 53005. Distance: 0.5 miles.
• Greenfield Amphitheater: Outdoor venue for concerts and community events. Address: 16850 Greenfield Ave, Brookfield, WI 53005. Distance: 0.5 miles.

Ten Restaurants near Brookfield, WI

• Greenfield Grill: Casual dining with a local twist. Address: 16810 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.1 miles.
• Brookfield Bistro: Upscale American cuisine with seasonal ingredients. Address: 16820 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.2 miles.
• VIP Steakhouse: Premium steaks served in an elegant setting. Address: 16830 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.3 miles.
• Urban Eats: Modern dishes in a contemporary atmosphere. Address: 16840 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.4 miles.
• Westside Pizzeria: Wood-fired pizzas with fresh toppings. Address: 16850 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.5 miles.
• Lakeside Café: A relaxed café offering light meals and beverages. Address: 16860 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.6 miles.
• Garden Terrace: Dine outdoors with a seasonal menu. Address: 16870 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.7 miles.
• The Local Spoon: Comfort food in a welcoming environment. Address: 16880 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.8 miles.
• Culinaria: Fusion cuisine blending local flavors. Address: 16890 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.9 miles.
• Bistro 100: A chic dining experience with creative dishes. Address: 16900 West Greenfield Ave, Brookfield, WI 53005. Distance: 1.0 mile.

Ten Hotels near Brookfield, WI

• Brookfield Inn: Comfortable hotel with modern amenities. Address: 16800 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.0 miles.
• Greenfield Suites: Spacious suites with a cozy ambiance. Address: 16810 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.1 miles.
• VIP Hotel Brookfield: Luxury accommodations in the heart of Brookfield. Address: 16820 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.2 miles.
• Urban Retreat Brookfield: Modern hotel offering quality services. Address: 16830 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.3 miles.
• The Brookfield Lodge: Elegant lodging with comfortable rooms. Address: 16840 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.4 miles.
• West Greenfield Inn: Affordable hotel known for excellent service. Address: 16850 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.5 miles.
• The Modern Brookfield: A stylish hotel with contemporary decor. Address: 16860 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.6 miles.
• Greenfield Hotel: Where comfort meets convenience in Brookfield. Address: 16870 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.7 miles.
• Brookfield Suites: Relaxing suites ideal for business travelers. Address: 16880 West Greenfield Ave, Brookfield, WI 53005. Distance: 0.8 miles.
• VIP Center Hotel: Premier lodging located at the VIP Center. Address: 16800 West Greenfield Ave #100, Brookfield, WI 53005. Distance: 0.0 miles.

Below is a list of local libraries in the area that may also provide computer training near Brookfield, Wisconsin:

We offer live-instructor group training classes for your team.

Upskill your team from the comfort of your office or online.

Benefits of Group Training Include:

• Experienced Professional Instructor Trains Your Team
• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

Get A Free Consultation