QuickBooks Training

 

 

  • Customizing Chart of Accounts
  • Designing Financial Statements
  • Tracking Vendors and Customers
  • Entering Invoices and Processing Payments
  • Reconciling Bank Statements
  • Handling and Paying Sales Taxes
  • Preparing and Printing Invoices
  • Managing Inventory
  • Processing Payroll and Paying Taxes
  • Defining Job and Project Cost Elements
  • Creating and Customizing Reports
  • Using Data Files in Spreadsheets

 

Quickbooks Consulting

 

  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Train client or client staff in use of software to meet their accounting, management and tax needs.
  • Follow up training to ensure the client is "on the right track".
  • Monthly, quarterly or annual review of client QuickBook data to assist in tax preparation and management reports.
  • It is of utmost importance that your company be set up correctly. Proper set-up is essential in order to generate accurate reports.
  • The Installation and Set-up process involves the following steps:
  • Determination of your QuickBooks starting date
  • Loading your chart of account and balances as of that starting date It is of utmost importance that your company be set up correctly. Proper set-up is essential in order to generate accurate reports.
  • The Installation and Set-up process involves the following steps:
  • Determination of your QuickBooks starting date
  • Loading your chart of account and balances as of that starting date
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
  • Entering your outstanding accounts receivable and accounts payable detail as of your starting date
  • Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
  • Entering your transactions since your starting dates into QuickBooks