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 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
- 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, re-size, 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
