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Trucking Bookkeeping Fundamentals

This introductory course explains how everyday trucking activity connects to billing, factoring, payments, expenses, and settlement statements for drivers and owner-operators. Through practical examples, students learn how financial documents and bookkeeping responsibilities fit together.

No previous accounting or QuickBooks experience is required.

On-Site Classes Cost:

$550 Buy

Online (Zoom) Classes Cost:

$500 Buy

Available referral or group attendance discount by email: edu@atlec.net 

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Classes Attendance Description

Scheduled

Flexible Scheduling – Classes Scheduled Around the Student’s Availability.
Duration: 2-day course (8 hours)

Online

Zoom application

Training Location

111 N Addison Ave,
office 201. 2nd Floor
Elmhurst, IL, 60126

Material

Our training materials are thoughtfully designed with trainers and trainees in mind for beginners and professionals in senior management.

The classes developed by the instructors

MILAN KRSTIC – Safety Director
President of ATLEC LLC

  • DOT Safety & Compliance Manager for Motor Carriers — 14 years of experience
  • Motor Carrier Safety Manager Instructor — 5 years of experience
  • Project Manager, ATLEC Software
  • Co-Founder, United States Trucking Union

Clasess Description

This 2-day course (8 hours) is designed for Individuals exploring a career in trucking bookkeeping, office staff taking on financial responsibilities, and business owners who want a clearer understanding of their company’s bookkeeping process.
The course is ideally suited for individuals who are new to the transportation industry or those with industry experience who have not received formal training in the fundamentals of trucking accounting and financial management.

Practical skills
– Trace how loads turn into money: billing, factoring or direct customer payment, and driver pay.
– Recognize key trucking documents, such as freight invoices, fuel receipts, and settlement statements, and understand their purpose.
– Understand what a trucking company’s books should show and prepare for routine bookkeeping tasks.

Class format
Instructor-led training combining explanations, sample trucking documents, and guided exercises. Time is included for questions and discussion.

A QuickBooks subscription is not required for this course.

QUICKBOOKS ONLINE

The course presents Accounting Analytics’ Bookkeeping Process. The Process enables bookkeepers to perform bookkeeping using QuickBooks Online.

Curriculum

1. Financial foundations and the bookkeeping role
2. Trucking documents and freight billing
3. Payments and factoring basics
4. Trucking income and expenses
5. Driver and owner-operator settlement statements
6. Introduction to QuickBooks
7. Understanding basic financial reports
8. Monthly bookkeeping routine

Providing detailed regulatory compliance training and review, this course utilizes hands-on applications and a knowledge quiz for each area critical to commercial carrier and private fleet safety performance.

Certificate provided upon completion of the training

Trucking Logistics Quickbooks and Book-Keeping

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