Coming Soon!!!

We are hard at work changing our one day workshops for QuickBooks to a “learn at your own pace” training model. Our one day workshop will soon be available for those who wish to learn or be more efficient using QuickBooks Desktop and QuickBooks Enterprise Solutions. Don’t worry, QBO training will be offered later this year. We will be breaking the workshop down into individual modules for easy access to learning. These videos will guide you along to  insure proper recording of transaction to give you accurate reports to help you run your business efficiently.   

Training videos will include:

  • Navigating the program
    • Where do I find? – Know where to find what you want to do quickly and easily
    • Setting up your Preferences 
    • Snapshots – Quick reports to start your day
    • Using the Calendar function 
    • Vendor Center
    • Customer Center
    • Employee Center
  • Accounts Payable 
    • Entering Bills and Paying Bills
    • Entering Credit Card Transaction
  • Accounts Receivable 
    •  Set up your Items & Services
    • Creating Estimates
    • Creating Invoices and receiving Payments
    • Adding Deposits
    • Recording Sales Tax in QuickBooks
  • When to use journal entries and when you don’t in QuickBooks – Best Practices
  • Bank Feeds
  • Bank and Credit Card reconciliation
  • Reports
    • Balance Sheet/Income Statement
    • AR  Aging Summary and Open Invoice Report
    • AP Aging Summary and Unpaid Bills Report
    • Using Lists
    • Customizing Forms and Reports
  • Customizing your Templates for Invoices and Statements
  • Creating Budgets in QuickBooks
  • Users and Passwords
  • Using the 1099 Wizard 


Personal Training Sessions

Looking for a more hands on personal training, specific to your business? In person QuickBooks training is available. Contact Us or Book Now to schedule in person training.

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