DESKTOP EDITION
DAY 1
Set up your company
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Move around QuickBooks...EFFICIENTLY
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Get help...FAST
Everyday Transactions
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Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
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Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
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Inventory: purchase orders, receive items, adjust inventory
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Sales Taxes: set up, adjust, pay, and report sales taxes
Special Transactions
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Give and receive refunds
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Apply credit memos
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Use credit cards
Tips & Tricks
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Special "Window" tricks
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Clean up lists (delete, hide and merge)
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Sort and customize lists
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"Collapse" financial statements
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Show P&L by month, or as a percent of income
Understand Accounting
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Really understand your financial statements
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Setup the chart of accounts
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Change and fix the chart of accounts
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Cash vs. Accrual accounting
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Use general journal entries
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Setup and use subaccounts
End of Day Special Q&A Session
DAY 2
Set Up and Pay Employees
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Setup employees, payroll items
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Track time and invoice time
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Process paychecks
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Modify paychecks
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Make tax deposits
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Prepare tax forms
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Summarize payroll data in Excel
Work with Reports
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Add, delete, resize, and reorder columns
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Filter and format reports
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Save reports and create memorized report groups
Advanced Features
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Use multi-user
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Password protect QuickBooks
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Update QuickBooks
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Work with Microsoft Word and Microsoft Excel
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Close the books
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Find transactions FAST and other time saving features
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Work with the accountant's review
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Protect your QuickBooks data
Tips & Tricks
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Keyboard shortcuts
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Add custom fields
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Tailor company preferences
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Create custom invoices and other forms
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Add logos and custom fields to forms
Tricky Transactions
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Banking: bank reconciliation and locate discrepancies, online banking
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Handle bounced checks...easily
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Void vs. delete a check
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Enter customer down payments/deposits
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Setup automatic transactions (memorizing transactions)