QuickBooks

QuickBooks accounting software provides tools to manage your customers, vendors, clients, inventory, and finances. The Report Centre provides a method of tracking aspects of your business, including sales, income, expenses, and overall company growth. QuickBooks automates many aspects of managing your business by calculating sales tax, tracking products, and automatically updating transactions in your register, customer, and vendor areas. Our Quickbooks training is hands-on.In this training, we cover the following modules:

Module 1: Setup & Settings
Setting up QuickBooks® file
A review of the software settings and the best way to set them up
Setting up your “chart of accounts
Why and how to backup your QuickBooks® file automatically

Module 2: Sales Tax, Products/Services, Classes, Attachments
Put sales tax calculation, collection, and tracking on auto-pilot
Add and track the products and services you sell
Create “product categories”
Learn how to use “locations” and “classes” in order to categorize your transactions
Attach files to transactions for better record-keeping.

Module 3: Vendors, Accounts Payable, & Inventory
Setup new vendors
Set vendors up for 1099 tracking to save time and money at tax time
Enter credit card expenses
Enter invoices and record payment for vendors
Create Purchase Orders and receiving reports
Use POs to quickly match and enter the corresponding vendor invoice
Track the quantity and cost of inventory (and cost of goods sold)

Module 4: Customers, Accounts Receivable, & Estimates/Proposals
Setup your customers and clients
How to enter daily or weekly sales summaries
Record refunds and credits to customers
Create invoices that can automatically be emailed to customers
Send invoices in a format that customers can actually use to pay you by credit card or bank transfer
Record receiving payment from customers against their invoices
Create estimates or proposals
Use those estimates/proposals to create invoices with just a couple clicks!

Module 5: Banking and Reconciliations
How to balance and reconcile your bank accounts including tips and tricks to make it easier
Record bank deposits in QuickBooks®
“Write” checks out of QuickBooks® or enter checks you’ve handwritten
Print checks from QuickBooks®
Record transfers between accounts
Import transactions from your bank to speed up your bookkeeping and improve accuracy

Module 6: Reporting
Overview of the report center and guide of the reports QuickBooks® offers
Introduction to reading the P&L and Balance Sheet
Using and customizing the P&L and Balance Sheet
Customizations to quickly assess company or budget performance from the P&L

Module 7: Automation
Creating custom reports
Setup regular expenses
Get your daily sales summaries or customer invoices 95% automated
Set QuickBooks® to automatically create and even email invoices to customers

Module 8: Payroll
How to add payroll to QuickBooks® and get it setup
Add new employees quickly and easily
Run payroll for hourly or salary employees with different taxes or benefits
Record payment of payroll taxes or benefits
Use QuickBooks® to help prepare payroll tax forms

Module 9: Journal Entries and Budgeting
How to record Journal Entries in QuickBooks®
How to add your Budget to the QuickBooks software
Keep track of your actual performance and compare it to your budget

Module 10: Loans and Fixed Assets
Learn how to set up various loans such as a long-term loan or a line of credit
Record monthly loan statements with principle and interest
Automate some of your monthly loan statement entry
Record the purchase of a fixed asset like a building, land, equipment, or a vehicle the RIGHT way
Record and automate your monthly depreciation on those fixed assets