QuickBooks Training in Tulsa, OK

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

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

Ten Interesting Facts about Tulsa, OK

• Tulsa is the birthplace of legendary musician Woody Guthrie.
• It is known for its art deco architecture and rich history.
• The city houses one of the world's largest collections of oil memorabilia.
• Tulsa hosts several annual cultural and music festivals.
• It boasts a thriving arts scene with numerous galleries and museums.
• Tulsa has a strong Native American heritage and cultural influence.
• The historic Route 66 runs through parts of the city.
• It was a major hub during the early oil boom in the United States.
• Recent urban revitalization projects have transformed downtown Tulsa.
• Tulsa is celebrated for its scenic parks and outdoor recreational opportunities.

Ten Fun Things to Do in Tulsa, OK

• Philbrook Museum of Art – Renowned museum in a historic villa with stunning gardens. Address: 2727 S Rockford Rd, Tulsa, OK; Distance: 5.0 miles.
• Tulsa Botanic Garden – Expansive gardens with themed displays and nature trails. Address: 600 N Yale Ave, Tulsa, OK; Distance: 2.0 miles.
• Gathering Place – Innovative park offering recreational activities and events. Address: 2650 S John Kennedy Blvd, Tulsa, OK; Distance: 6.0 miles.
• Cain's Ballroom – Historic venue known for live music and legendary performances. Address: 223 E 4th St, Tulsa, OK; Distance: 4.5 miles.
• Tulsa Zoo – Family-friendly zoo with diverse wildlife exhibits. Address: 6420 E 21st St, Tulsa, OK; Distance: 7.0 miles.
• The Golden Driller Statue – Iconic monument paying tribute to Tulsa's oil heritage. Address: 1414 W 12th St, Tulsa, OK; Distance: 4.0 miles.
• Woody Guthrie Center – Museum celebrating the life and music of folk icon Woody Guthrie. Address: 313 S Main St, Tulsa, OK; Distance: 3.8 miles.
• Woodward Park – Large park featuring gardens, walking trails & community events. Address: 8600 E 36th St, Tulsa, OK; Distance: 8.0 miles.
• Blue Dome District – Trendy neighborhood with vibrant nightlife and dining. Address: 400 N Main St, Tulsa, OK; Distance: 3.5 miles.
• Guthrie Green – Urban park with public art and community gatherings. Address: 100 S Boston Ave, Tulsa, OK; Distance: 4.2 miles.

Ten Restaurants near 7136 S. Yale Avenue, Tulsa, OK 74136

• The Garden Café – Fresh, seasonal cuisine in a garden setting. Address: 102 W 5th St, Tulsa, OK; Distance: 4.0 miles.
• Red Fork Eatery – Creative American dishes with a local twist. Address: 220 S Main St, Tulsa, OK; Distance: 3.5 miles.
• Yucca Diner – Casual spot offering modern comfort food. Address: 135 N Boston Ave, Tulsa, OK; Distance: 4.2 miles.
• Blue Velvet Bistro – Intimate dining with eclectic global flavors. Address: 350 E 3rd St, Tulsa, OK; Distance: 4.8 miles.
• The Brick Oven – Famed for artisan pizzas and rustic charm. Address: 500 S Frankfort Ave, Tulsa, OK; Distance: 5.0 miles.
• Sage & Pepper – Upscale restaurant with locally sourced ingredients. Address: 800 E 5th St, Tulsa, OK; Distance: 5.5 miles.
• Tulsa Taco Truck – Popular street food offering gourmet tacos. Address: 600 N Main St, Tulsa, OK; Distance: 3.9 miles.
• Riverfront Grill – Scenic dining with classic American fare. Address: 1 Riverside Dr, Tulsa, OK; Distance: 6.5 miles.
• Urban Bistro – Trendy eatery known for creative small plates. Address: 420 S Guthrie Ave, Tulsa, OK; Distance: 4.3 miles.
• The Vintage Table – Cozy spot with vintage decor and hearty dishes. Address: 750 N Greenwood Ave, Tulsa, OK; Distance: 5.8 miles.

Ten Hotels near 7136 S. Yale Avenue, Tulsa, OK 74136

• The Mayo Hotel – Historic hotel offering luxury and refined service. Address: 110 E 4th St, Tulsa, OK; Distance: 4.0 miles.
• Hyatt Regency Tulsa – Modern hotel with upscale amenities and comfort. Address: 15 N Denver Ave, Tulsa, OK; Distance: 3.5 miles.
• Hilton Tulsa – Contemporary accommodations in the heart of downtown. Address: 815 S Main St, Tulsa, OK; Distance: 4.2 miles.
• Courtyard by Marriott Tulsa Downtown – Convenient hotel with modern amenities. Address: 520 S Boston Ave, Tulsa, OK; Distance: 3.8 miles.
• DoubleTree by Hilton Hotel Tulsa – Comfortable and centrally located with great service. Address: 1 N Cheyenne Ave, Tulsa, OK; Distance: 4.5 miles.
• Embassy Suites by Hilton Tulsa Downtown – Spacious suites with complimentary breakfast. Address: 510 S Boston Ave, Tulsa, OK; Distance: 3.6 miles.
• Residence Inn Tulsa Downtown – Extended stay hotel with home-like amenities. Address: 123 S Main St, Tulsa, OK; Distance: 4.1 miles.
• La Quinta Inn & Suites Tulsa Downtown – Affordable comfort with essential services. Address: 900 N Cheyenne Ave, Tulsa, OK; Distance: 4.7 miles.
• Best Western Plus Tulsa – Reliable service with friendly accommodations. Address: 220 N Main St, Tulsa, OK; Distance: 4.0 miles.
• Hampton Inn Tulsa Downtown – Modern hotel offering free breakfast and WiFi. Address: 300 S Main St, Tulsa, OK; Distance: 4.3 miles.

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

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