QuickBooks Training

We can assist you in implementation and usage of QuickBooks.  Listed below are some of the topics covered.

  1. Getting Started
    • Set up your company
    • Move around QuickBooks...EFFICIENTLY
    • Get Help...FAST
  2. Everyday Transactions
    • Selling: Estimates, invoices, sales receipts, payments, deposits, credit memos, and customer statements
    • Buying: Bills, bill payment, checks, bill payment stubs, bills vs. checks, credit memos, and patty cash
    • Inventory: Purchase orders, receive items, adjust inventory
    • Sales Taxes: Set up, adjust, pay, and report sales taxes
    • Banking: bank reconciliation and locate discrepancies
  3. Special Transactions
    • Give and receive refunds
    • Void vs. delete a check
    • Apply credit memos
  4. 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
  5. 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
  6. Work with Reports
    • Add, delete, re-size, and reorder columns
    • Filter and format reports
    • Save reports and create memorized report groups
  7. 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
  8. 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