QuickBooks Class Descriptions

Introduction to QuickBooks

Congratulations! You’re making the move to the world’s most popular accounting software. If you’re brand new to QuickBooks, we will help you:

• Overcome your fear

• Navigate thru the menus

• Find and Search features

• Set up your company file

• Add Authorized Users

• Create and use lists

How to Job Cost Effectively

QuickBooks utilizes a powerful feature called Items.

Using items; learn how to:

• Enter time sheets for payroll job costing

• Enter bills and checks

• Track hidden job costs

• Create accurate reports

Accounts Payable: Entering/Paying Bills and Reports

Everyone hates dealing with bills. QuickBooks takes some of the pain away.

Learn how to:

• Set up vendors

• Save time – set up recurring transactions

• How to handle discounts

• What’s the difference between paying bills vs. writing a check?

• Easy to read reports

Estimates and Invoicing

Save time and take the guesswork out.

Learn how to:

• Create an estimate or proposal

• Create progress invoices from your estimates

• Create time and material invoices

• Track retention

• Enter customer payments

• Create detailed customer/job reports

Payroll

Whether you do it yourself or outsource it, payroll needs to be 100% accurate.

Learn how to:

• Set up employees

• Use payroll items

• Job cost employer burden

• Set up and pay payroll liabilities

• Enter outsourced (ADP, Paychex, etc.) payroll reports

Reconciling and Financial Reports

Free up hours of your time and produce easy to read and understand reports.

Learn how to:

• Reconcile bank statements

• Reconcile vendor statements

• Create critical financial reports with one keystroke

• Create, customize and memorize routine reports

• Create report packages for the CPA, Owner, Client or your own use

• Get your full business financial picture

We also offer One-on-One Coaching in any of these areas.

Please contact us for all of your training needs!