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QuickBooks Training


Get started and set up the right way

  • Learn about your version of QuickBooks and how it compares to the other versions available.

  • Set up your company the RIGHT way. And, if you’ve already set up, learn how to fix any errors you made.

  • Set up online banking and connect your bank and credit cards. Learn how QuickBooks can enter many transactions for you!

  • Import data from Excel and other sources.

  • The best ways to move around QuickBooks to find what you need…fast!

  • How to get help when you need it.


Everyday  transactions

The how and why of standard QuickBooks transactions

  • Sales & money in:

    • Estimates, invoices, sales receipts, payments, deposits, credit memos, and customer statements.

    • Run and customize sales & customer reports to get deeper insights about customers and sales.

    • Stay on top of who owes you money and the best ways to “remind” customers to pay.

  • Expenses & money out:

    • Bills, bill payments, checks, electronic payments, debit card purchases, bills vs. checks, petty cash, and vendor credits.

    • Run and customize expense & vendor reports to get deeper insights about how and where you’re spending money.

  • Inventory: Set up inventory parts, purchase orders, receive items, adjust inventory.

  • Sales Taxes: set up, adjust, pay, and report sales taxes.


Special transactions

Difficult transactions…unless you know how!

  • Give and receive refunds.

  • Record and apply credits you give customers or receive from vendors.

  • Record credit card transactions – and train QuickBooks to do this for you.

  • Discover when (and how) to Void vs. Delete a check.

  • Track customer deposits/down-payments.


Tips & tricks

Expert tips to get the most from QuickBooks

  • Clean up your vital lists…like Customers, Vendors, and Accounts.

  • Sort and customize lists to view the information you need.

  • “Collapse” financial statements.

  • Run reports (like your Profit & Loss Statement) by month, or as a percent of income.


​Automate tasks to SAVE YOU TIME

Discover these powerful tools so QuickBooks does the work for you!

  • Find transactions and other information you need…FAST.

  • Speed up your work – tricks to speed up navigation and working in multiple windows/screens.

  • Keyboard shortcuts that save you time!

  • Set up recurring transactions. You enter it once…and QuickBooks automatically enters it in the future. Wow!

  • Create your OWN shortcuts.

  • Bank accounts and credit cards:

    • Teach QuickBooks to categorize and enter transactions for you.

    • Learn when and how to “add”, “match” and “exclude”.

    • Process downloaded transactions…and tips and tricks to save you time.

    • How to reconcile your bank account and fix errors. TIP…you must do this every month!


Customizing QuickBooks to YOUR needs

Make QuickBooks look and work best for you

  • Customize your invoice and other forms.

  • Add logos and custom fields to invoices and other forms.

  • Use custom fields to track information unique to your business or customers.

  • Tailor your company preferences/settings to match your business.

  • Create custom reports.

  • Customize who has access and what they can/can’t see:

    • Set up users with different access rights & permissions.

    • Track changes and who made them (audit log/trail).


Work with Reports

Amazing insights…if you know how to get them

  • Customize the content and look of your reports.

  • Add, delete, resize, and reorder columns.

  • Filter and format reports to get the info you need.

  • Save reports and create memorized/customized report groups.

  • Set up QuickBooks to automatically email reports on any schedule.


Accounting tasks & concepts you must know

Take the mystery out of accounting

  • Really understand your financial statements.

  • Setup your chart of accounts correctly.

  • Change and fix your accounts to ensure accurate reports.

  • Cash vs. Accrual accounting. What’s the difference and which should you use?

  • Understand and know when to use general journal entries.

  • Setup and use subaccounts.

  • Set a closing date to protect your accounting records. Your accountant will love you if you do this!!

  • Best way to add and work with your accountant.

  • Reconcile bank and credit card transactions.


Set-Up and Pay Employees

Payroll has to be perfect…let’s make sure it is!

  • Set up employees, deductions and company contributions.

  • Set up company payroll preferences.

  • Understand the payroll cycle and how it works in QuickBooks.

  • Track and invoice for employee and/or vendor time.

  • Process paychecks

  • Make tax deposits

  • Make non-tax payments (health insurance, child support, etc.)

  • Prepare payroll forms (941, etc.)

  • Payroll reports



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