Quickbooks Training

We can assist you in implementation and usage of QuickBooks. Listed below are
some of the topics covered.
Getting Started
  • Set up your company
  • Move around QuickBooks...EFFICIENTLY
  • Get help...FAST
Everyday Transactions
  • Selling: estimates, invoices, sales receipts, payments, deposits,
    credit memos, and customer statements
  • Buying: bills, bill payments, checks, bill payment stubs, bills vs.
    checks, credit memos, and petty cash
  • Inventory: purchase orders, receive items, adjust inventory
  • Sales Taxes: set up, adjust, pay, and report sales taxes
  • Banking: bank reconciliation and locate discrepancies
Quickbooks Training
Quickbooks Products
Why use Quickbooks?
Quickbooks Website
Special Transactions
  • Give and receive refunds
  • Void vs. delete a check
  • Apply credit memos
Understand Accounting
  • Really understand your financial statements
  • Setup the chart of accounts
  • Change and fix the chart of accounts
  • Cash vs. Accrual accounting
  • Use general journal entries
  • Use account numbers
  • Setup and use subaccounts
Payroll
  • Setup employees, payroll items, and YTD information
  • Track time and invoice time
  • Process paychecks
  • Modify paychecks
  • Make tax deposits
  • Prepare tax forms (941, W2, etc.)
  • Summarize payroll data in Excel
Work with Reports
  • Add, delete, resize, and reorder columns
  • Filter and format reports
  • Save reports and create memorized report groups
Advanced Features
  • Use multi-user
  • Password protect QuickBooks
  • Clean-up company file
  • Update QuickBooks
  • Work with Microsoft Word and Microsoft Excel
  • Close the books
  • Find transactions FAST and other time saving features
  • Work with the accountant's review
  • Protect your QuickBooks data
Tips & Tricks
  • Keyboard shortcuts
  • Add custom fields
  • Tailor company preferences
  • Create custom invoices and other forms
  • Add logos and custom fields to forms
  • Special "Window" tricks
  • Clean up lists (delete, hide and merge)
  • Use classes
  • Sort and customize lists
  • "Collapse" financial statements
  • Show P&L by month, or as a percent of income