QuickBooks Training
Our QuickBooks ProAdvisors are trained and certified to provide end users in-depth QuickBooks training. The thorough training our ProAdvisors provide are performed via seminars, webinars, group training, individual training, and our streaming QuickBooks tutorials package.
QuickBooks Training
NAVIGATION AND INTRODUCTION TO QUICKBOOKS
- Receive an in-depth introduction to the financial software, QuickBooks
- Learn the tricks of the trade thorough our QuickBooks classes
- Discover the 3 navigation methods to find your way around QuickBooks
HOW TO SET UP QUICKBOOKS CORRECTLY
- Learn how to create your QuickBooks Company file
- Enter your company information and an introduction to setting up your preferences
- Choosing a start date, choose what chart of accounts to use, providing details about income, expenses, assets and liabilities
- Entering opening balances and completing the EasyStep interview
HOW TO WORK WITH LISTS IN QUICKBOOKS
- Discover how QuickBooks organizes information and the 3 lists you’ll use on a day to day basis
- Editing the chart of accounts and working with the 3 lists in your everyday tasks
- How to add custom fields and manage your lists
HOW TO WORK WITH BANK ACCOUNTS IN QUICKBOOKS
- How to write a check
- How to use QuickBooks registers. There is more than one!
- How to enter a handwritten check (if you don’t print checks from QuickBooks)?
- How to transfer money between accounts.
- Reconciling checking accounts
HOW TO WORK WITH CREDIT CARDS, ASSETS, LIABILITIES AND EQUITY ACCOUNTS
- Tracking credit card transactions with QuickBooks **Very Important!**
- Working with the fundamentals of accounting asset and liability accounts and equity accounts.
“Sales tax may apply depending on your location. Payments processed through Clickbank, one of the most trusted online payment processors. Pay using Paypal, Visa, Mastercard or American Express”
HOW TO ENTER SALES INFORMATION INTO QUICKBOOKS
- How to use sales forms in QuickBooks.. Example: Would you know which one to use in which situation?
- How to enter a new service item and set-up multiple price levels (no more manually adjusting invoices)
- How to remind customers of overdue payments
HOW TO RECEIVE PAYMENTS AND MAKE DEPOSITS IN QUICKBOOKS
- Discover the proper way to record customer payments (show the difference between cash & credit)
- How to make deposits in QuickBooks and understanding “Undeposited Funds”
HOW TO ENTER AND PAYING BILLS IN QUICKBOOKS
- The proper way to handle bills in QuickBooks
- Using QuickBooks for accounts payable and managing your cash flow properly
HOW TO ANALYZE FINANCIAL DATA IN QUICKBOOKS
- Discover how to create a report (there are many!)
- Create a customized preset report and memorize reports so you can go back to them easily
- How to export your report to MS Excel
- How to create Quick Insight Graphics
HOW TO SET UP INVENTORY IN QUICKBOOKS
- Discover how to enter products into inventory the RIGHT way
- How to order products under the right category
- How to receive inventory with or without a bill attached
- How to manually adjust inventory after your physical counts
HOW TO TRACK AND PAY SALES TAXES IN QUICKBOOKS
- Overview of sales tax and how to get the most use out of this feature
- How to setup your tax rate and agencies so you don’t get penalized!
- How to apply tax to each sale ( great if you ship out of state)
- How to determine what is owed at the end of the month
- How to properly pay your various tax agencies
HOW TO DO PAYROLL IN QUICKBOOKS
- Setting up payroll for your particular business needs
- Setting up employee payroll information
- How to write a paycheck and withhold the proper amount of tax
- Track your tax liabilities
HOW TO TRACK TIME IN QUICKBOOKS
- Learn to track time and mileage in this QuickBooks Tutorial
- Invoicing time and mileage to a customer , if you bill time or mileage to clients
- Displaying project reports for time tracking
- Paying non employees for time worked (do they get a 1099 or not?)
HOW TO CHANGE PREFERENCES AND CUSTOMIZE FORMS
- Introduction to QuickBooks Forms and all that you can do
- Customizing your invoices and other forms to reflect your business
- How to use QuickBooks letters to streamline your operations
Full Charge Bookkeping
Our bookkeeping services are suitable for any industry. We offer daily, weekly, and monthly services based on the clients needs.
Using Generally Accepted Accounting Principles (GAAP), we can assist you in streamlining and managing your business.
Input vendor invoices payable system:
- Classify invoices to the proper General Ledger account
- Request and maintain vendor W-9 information
- Maintain vendor master files
- Respond to vendor inquiries about payment status
- Retrieve copies of payments as necessary
- Prepare and file required 1099 forms
- Process requests for stop payments when necessary
- Cut checks to vendors based on due dates or client instructions
- Reconcile vendor statements to accounts payable ledger
- Report to organizations on detailed aged payables and cash requirements
- Year end 1099 forms
Accounts Receivable:
- Prepare billing as needed and provided to client for approval
- Record and account for revenue
- Input receivable transactions into the accounting system
- Prepare and deliver periodic statements
- Issue client-approved credit memos and refund checks
- Maintain subsidiary receivables ledger
- Process client-approved adjustments
- Apply cash received to customer accounts and resolve “short pays”
- Prepare bank deposits
Cash Management:
- Process daily sales and deposit reports 0
- Verify daily deposits and report variances
- Reconcile and verify credit card deposits
- Reconcile monthly bank statements
Free 1 hour Consultation
ebs Associates offers a free consultation for prospective clients. This consultation gives business owners the opportunity to speak with a consultant about products and services we offer, prior to committing to a paid engagement.
If you would like to schedule a free consultation, please call 503-885-0776, or simply fill out the form below and one of our consultants will respond within one business day.
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