Training & Troubleshooting Our Specialty
Custom Services & Training
Some of the services we provide include study and evaluate your financial accounting software and accounting needs; recommend accounting software and hardware requirements; install accounting software, design and set up chart of accounts and entire financial accounting software including QuickBooks payroll,
inventory, accounts receivable, accounts payable, and much more! Once QuickBooks™ is set-up and working properly, we can train you or your employees on premises to properly operate QuickBooks™ specifically for your business.
Training and Development
We provide various QuickBooks™ training workshops for small business owners.
| Seminar Day 1 Answers to your QuickBooks™ software questions. Tips/tricks for working faster and more efficiently. Prepare & interpret important financial reports. Create your company’s books from “scratch” Set up accounts, customers, vendors, items, jobs. “Clean up” your important customer lists. Customize your chart of accounts. Prepare/process estimates, invoices, sales receipts, credit memos, refunds, bank deposits, customer statements. Enter and process checks, bills, and payments. Reconcile bank accounts. Learn how your company’s finances flow thru QuickBooks™ software. Purchase/ manage inventory, build inventory assemblies. Set up/use sales tax & set up budgets/forecasts. | Seminar Day 2 Set up/use QuickBooks™ Pro and Premier with multiple users on a network. Find/fix most common mistakes made with QuickBooks™. Handle “tricky” situations including NSF checks, customer deposits, and more. Enter special transactions including bad debts, petty cash transactions. Learn advanced reporting techniques & integration with Microsoft Excel. Set up and use credit cards. Track sales orders & back orders. Set up and process payroll. Prepare/file your federal payroll tax returns. Generate reports to file state payroll tax returns. Handle unique payroll situations. Customize sales forms & add logos. Perform a year-end close. Backup and restore data files. |
| Certified QuickBooks™ User Program This exam is designed to test a broad range of QuickBooks™ skills, key tasks and workflows. The following are key topics covered by the included on-line training: Section 1: Essentials for the QuickBooks™ User Module 1: Creating a New Data File and Entering Historical Transactions Module 2: Lists Module 3: Chart of Accounts and Financial Statements Module 4: Items Section 2: Day to Day Transactions Module 1: Customers, Sales and Receivables Module 2: Vendors, Expenses and Payables Module 3: Payroll and Time Tracking Section 3: Special Topics for QuickBooks™ User Module 1: Reporting Module 2: Customizing QuickBooks™ and Saving Time Module 3: Security & Multi-User Module 4: File Utilities Module 5: Working With Accountants |