TRAINING FOR QUICKBOOKS USER

Establishing a Chart of Accounts, Payables and Receivables, Inventory Management, Taxes and Audits, Custom Reporting and more

TRAINING COSTS $100.00 / person

Overview

Supporting QuickBooks users with there financial software is one of today’s business accounting lifesavers. This simple-to-use software can help you manage your inventory, track the costs of your business, generate professional invoices and purchase orders, stay on top of accounts payables and receivables and ensure that your yearly tax preparation is accurate, timely and frustration-free.

Schedueling and taking a training session is like having a trusted business accountant with you every step of the way!

With this power-packed training, learn how to:

Generate professional invoices, purchase orders, receipts and more
Produce detailed financial reports to track your company’s progress
Keep close tabs on all your accounts payables and receivables
Organize, file and store your company’s financial information
Master shortcuts for navigating through the menus, features and functions
Save money by keeping track of every dollar that comes in and goes out of your business
And much, much more

Schedule Training

TOPICS

Choose the method for accessing features that best suits how you use your computer
Use the Easy-Step Interview to get your company financials started
Learn to customize built-in lists (customer lists, vendor lists and your item list) to suit your company’s specific needs
Understand workflows to ensure related transactions are entered correctly

Learn how to set up your chart of accounts so your reports are accurate
Discover how the sorts accounts works
Assess how your chart of accounts can save your accountant time and save you money
Identify when to use subaccounts to get an even more accurate picture of where your money goes
Learn to merge accounts when you have several that need to be integrated
Discover how to clean up accounts so they are efficient and professional

Learn to accurately track and bill for the cost of mileage
Find out how to track your time and make billing easier
Discover how jobs, classes and customers are related and which tracking systems will work best for you
Use classes to track trends and performance within your business
Track invoices by customer only or by customer and job
Utilize the Inventory tracking feature to keep track of everything you buy and sell

Create professional-looking invoices in a snap
Print invoices via the Invoice Printer
Save time and money by sending invoices via email
Void, delete and correct errors on invoices
Record payments and generate receipts
Identify the differences between manual and online recording
Pay and record bills; write, print and mail checks