Desktop Training
Day 1 + Learn more
Set up your company
- Move around QuickBooks...EFFICIENTLY
- Get help...FAST
Everyday Transactions
- Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
- Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
- Inventory: purchase orders, receive items, adjust inventory
- Sales Taxes: set up, adjust, pay, and report sales taxes
Special Transactions
- Give and receive refunds
- Apply credit memos
- Use credit cards
Tips & Tricks
- Special "Window" tricks
- Clean up lists (delete, hide and merge)
- Sort and customize lists
- "Collapse" financial statements
- Show P&L by month, or as a percent of income
Understand Accounting
- Really understand your financial statements
- Setup the chart of accounts
- Change and fix the chart of accounts
- Cash vs. Accrual accounting
- Use general journal entries
- Setup and use subaccounts
End of Day Special Q&A Session
Day 2 + Learn more
Set Up and Pay Employees
- Setup employees, payroll items
- Track time and invoice time
- Process paychecks
- Modify paychecks
- Make tax deposits
- Prepare tax forms
- Summarize payroll data in Excel
Work with Reports
- Add, delete, resize, and reorder columns
- Filter and format reports
- Save reports and create memorized report groups
Advanced Features
- Use multi-user
- Password protect QuickBooks
- Update QuickBooks
- Work with Microsoft Word and Microsoft Excel
- Close the books
- Find transactions FAST and other time saving features
- Work with the accountant's review
- Protect your QuickBooks data
Tips & Tricks
- Keyboard shortcuts
- Add custom fields
- Tailor company preferences
- Create custom invoices and other forms
- Add logos and custom fields to forms
Tricky Transactions
- Banking: bank reconciliation and locate discrepancies, online banking
- Handle bounced checks...easily
- Void vs. delete a check
- Enter customer down payments/deposits
- Setup automatic transactions (memorizing transactions)
End of Day Special Q&A Session
Online Training
Day 1 + Learn more
Getting Started and Setting Up
- What edition of QuickBooks Online is right for you?
- Setting up your company
- Online banking setup
- Credit card setup
- Importing from QuickBooks desktop editions
- Importing from Excel
- Moving around and finding what you need...fast
Accounting and Financial Statements
- Really understand your financial statements
- Set up the chart of accounts
- Set up and use subaccounts
- Change and fix the chart of accounts
- Cash vs. Accrual accounting
- Use general journal entries
- "Collapse" financial statements
Sales Transactions
- 4 ways of recording sales and choosing the one that’s right for you
- Estimates/proposals
- The invoicing cycle
- Invoicing for billable time and/or expenses
- Cash/sales receipts
- Receiving payments and making deposits
- Delayed charges
- Credit memos
- Customer statements
- The income lists and sales reports
Expense Transactions
- When you should and should not track accounts payable (enter and pay bills)
- Checks (printed and hand-written)
- ATM withdrawals and electronic fund transfers
- Debit card and credit card charges
- Vendor credits
- Expense list and other expense reports
Special Transactions
- Online Banking:
- Learn when and how to "add", "match" and "exclude"
- Process downloaded transactions, tips and tricks to save you time, bank reconciliation, fix errors and locate discrepancies.
- Bank reconciliation and find reconciliation errors
- Handle customer down payments/deposits
- Void vs. delete a check
- Handle bounced checks (NSF)
- Write off bad debt (including small underpayments)
- Track Petty Cash
Tips & Tricks
- Special browser tricks to speed up data entry
- Clean up lists (delete, hide and merge)
- Fixing setup mistakes
End of Day Special Q&A Session
Day 2 + Learn more
Set Up and Pay Employees
- Set up employees, deductions and company contributions
- Enter prior payrolls
- Set up company payroll preferences
- Track and invoice time
- Process paychecks
- Make tax deposits
- Make non-tax payments (health insurance, etc.)
- Use payroll reports
Work with Reports
- Customize Reports:
- Columns: add, reorder, delete, and resize
- Filter and format
- Create new headers and footers
- Save Customizations
- Create report groups
- Automatically email report groups on a set schedule
Accounting Tasks
- Close the books
- Add your accountant
- Protect your accounting data
- Set up users with different permissions
- Assign access rights and user levels
- Track changes and who made them (audit log)
Save Time
- Find transactions...FAST
- Navigate around the fast and easy way
- Keyboard shortcuts
- Set up recurring transactions
- Create your OWN shortcuts
Customize QuickBooks
- Tailor company settings/preferences
- Create custom invoices and other forms
- Add logos and custom fields to forms
Advanced Transactions
- Inventory:
- Set up inventory in QuickBooks Online
- Purchase orders, receive items, adjust inventory
- Track Sales Taxes
- Set up sales taxes
- Adjust, pay, and report sales taxes
End of Day Special Q&A Session
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