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Master QuickBooks® with Comprehensive Training

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