LEARN QUICKBOOKS OR SIMPLY IN 6 HOURS

FIRST HOUR – UNDERSTANDING YOUR ACCOUNTING SYSTEM

  • 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

QUICKBOOKS ONLINE TRAINING

With growing popularity of online accounting systems, we have added a brand new service to our popular training sessions.

QuickBooks Online allows you to:

  • Work securely online with your accountant or team – from anywhere. QuickBooks Online makes it easier to sync files in real time for simultaneous use.
  • Never worry about saving your files to an external device. QuickBooks Online works from any computer, on any device.
  • Connect your bank account and QuickBooks Online downloads transactions automatically.
  • Sync, link and import data from apps you already use like TSheets, Receipt Bank and Hubdoc.
  • Transactions are categorized automatically, so you can quickly keep tabs on what you earn and spend.
  • Take photos of receipts and use the QuickBooks mobile app to attach them to transactions in QuickBooks Online.

Call Us At 587-333-2741 Or Contact Us to learn more.