QuickBooks Training for Business Owners and Employees who:
· Are new to QuickBooks and have little or no prior business accounting experience or expertise.
· Are Upgrading to a new edition or new version of QuickBooks and want to get trained on new features and master other skills with the help of a Certified QuickBooks Expert.
· Want more in-depth hands-on training on the QuickBooks features and functionality relevant to their business.
· Want to get started with QuickBooks efficiently and accurately with the help of a Certified QuickBooks expert.
What you can Expect to Get in your Training Session:
· We set up your company
· We teach you how to move around QuickBooks...EASILY
· We show you how to get help...QUICKLY
Understand Daily Accounting:
· Really understand and interpret your financial statements
· Setup the chart of accounts
· Change and fix the chart of accounts
· The difference between Cash vs. Accrual accounting and why its important to understand
· How to use general journal entries (know how to receive these from your CPA)
· Setup and use sub-accounts effectively
Everyday Activities:
· What you Sell: invoices, sales receipts, payments, deposits, credit memos, and customer statements
· What you Buy: 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 finding discrepancies, online banking
Payroll:
· Setup employees, payroll items,
· Track time and invoice time
· Process paychecks
· Modify paychecks
· Make tax deposits
· Prepare tax forms (941, etc.)
· Summarize payroll data in Excel
Our Training Includes:
· 6 hours of training with a certified QuickBooks expert at your business or in your home. We can also do this remotely connecting directly to your computer. You choose what is best for you.
· Training can be accomplished in multiple sessions or in a single intensive one (not recommended for first time QuickBooks users). You also get ongoing free telephone support from your QuickBooks Expert for 2 weeks following your training.
What is a certified expert?
· Certified QuickBooks Experts are experienced business accounting professionals who have experience with helping small businesses learn, use, and customize QuickBooks to meet their business goals.
· QuickBooks Experts are certified by Intuit. Many are CPAs, certified bookkeepers, small business advisors and tax experts.
What happens after my training?
· After your Set-up & Training is completed, you can get additional support with QuickBooks or continue or extend your training. Simply talk to your advisor about the best options to meet your needs.
· Please note that if you decide to continue working with your advisor after your training is completed, additional fees will apply.