Training

Learn Quickbooks or Simply in 6 HOURS

First Hour - Understanding your Accounting System

  • 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

Next two Hours - Getting Started

  • Set up your company
  • Move around Simply or 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
  • Banking: bank reconciliation and locate discrepancies

Tips & Tricks

  • Special "Window" tricks
  • Keyboard shortcuts
  • Create custom invoices and other forms
  • Add logos and custom fields to forms

Last Hour

Payroll

  • Setup employees, payroll items
  • Track time and invoice time
  • Process paychecks
  • Modify paychecks
  • Prepare tax forms

PLUS TWO EXTRA HOURS OF TELEPHONE SUPPORT

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