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QuickBooks Training

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Foundations

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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

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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

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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

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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

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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

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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

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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

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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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