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QuickBooks Training

Our Quickbooks training is designed for the busy professional. No need to wait for CD's. You get instant access to the training videos. They are set up so you can go right to the video you need.


Instructor: Tina Rainey

Tina is a Certified QuickBooks Pro Advisor. Not only does she train business people how to use Quickbooks she also has "real world" experience. Tina has been a bookkeeper for over 10 years. She currently owns her own bookkeeping and tax consulting firm. More info>>


QuickBooks Training

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Training includes:

Setting Up

  • Set Up Company
  • Changing Company Information
  • Chart of Accounts
    • Add New Account
    • Edit Account
  • Customer: Job List
    • Add Customer
  • Vendor List
    • Add Vendor
  • Sorting Lists
    • Active
    • Inactive
    • Open Balance
  • Merging Lists
  • Custom Fields

Customizing Quickbooks Window

  • Title Bar/ Menu Bar
  • Customize QuickBooks Look
  • The ICON Bar
  • Short Cuts List
  • QuickBooks Help

Accounts Payable

  • Entering Bills
  • Unpaid Bill Report
  • Paying Bills
  • Paying Bills using discount
  • Vendor History Report

Accounts Receivable

  • Item List
    • Add Item -Service
    • Add Item -Parts
    • Add Price Level
  • Creating an Invoice
    • Basic
    • From Billable Time
  • Receiving Customer Payments
    • Issuing Credit Memos/ Refunds
    • Applying discounts & Credits to Invoices

Bank Accounts

  • Deposit Funds
  • Deposit with Cash Back
  • Transfer Funds
  • Voiding Checks
  • Reconciling Bank Account includes -
    • Reconciling Deposits
    • Reconciling Checks
    • Reconciliation Detail Report

QuickBooks Reports

  • Graph Reports
  • Memorized Reports
    • Memorizing a Report
    • Create New Group
    • Move Report to New Group
  • Modifying Reports

Statements & Sales Receipts

  • Creating a Sales Receipt
  • Creating a Statement

Items & Inventory

  • Enabling the Inventory Feature
  • Expenses vs Items
  • Inventory Value Adjustments

Working with Microsoft Excel

  • Exporting Lists to Microsoft Excel
  • Exporting Reports to Microsoft Excel

Working with Microsoft Word

  • Creating past due letters
  • Editing a letter

File Management

  • Backing up your company file
  • Restoring a company file
  • QuickBooks Administrator
  • Set Up Users

Navigation

  • Home Page View
  • Customer Center
  • Vendor Center
  • Employee Center
  • Report Center

FAQ's.....

  • ....Why do I have a negative balance in my Accounts Receivable (A/R), when I switch to cash basis reports? Shouldn't it be zero?

  • ......Why do I have a balance in my A/R when I switch to Cash Basis reports? Shouldn't it be zero?

  • ......Why do I have a balance in my A/P when I switch to Cash Basis? Shouldn't it be zero?

  • More>>>>>>




 



 


 

   
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QuickBooks help Section


FAQ's.....

....How do I import/Export a chart of accounts?

.....I have a discover payment from a customer in my Visa/Mastercard deposit and they didn't clear at the same time. Now I can't reconcile the bank account. Can you help?!

....Why do I have a balance in my A/R when I switch to Cash Basis reports? Shouldn't it be zero?

....Why do I have a balance in my A/P when I switch to Cash Basis? Shouldn't it be zero?

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