top of page




Set up your company
  • Move around QuickBooks...EFFICIENTLY

  • Get help...FAST

Everyday Transactions
  • Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements

  • Buying: 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

Special Transactions
  • Give and receive refunds

  • Apply credit memos

  • Use credit cards

Tips & Tricks
  • Special "Window" tricks

  • Clean up lists (delete, hide and merge)

  • Sort and customize lists

  • "Collapse" financial statements

  • Show P&L by month, or as a percent of income

Understand Accounting
  • Really understand your financial statements

  • Setup the chart of accounts

  • Change and fix the chart of accounts

  • Cash vs. Accrual accounting

  • Use general journal entries

  • Setup and use subaccounts

End of Day Special Q&A Session


Set Up and Pay Employees
  • Setup employees, payroll items

  • Track time and invoice time

  • Process paychecks

  • Modify paychecks

  • Make tax deposits

  • Prepare tax forms

  • Summarize payroll data in Excel

Work with Reports
  • Add, delete, resize, and reorder columns

  • Filter and format reports

  • Save reports and create memorized report groups

Advanced Features
  • Use multi-user

  • Password protect QuickBooks

  • Update QuickBooks

  • Work with Microsoft Word and Microsoft Excel

  • Close the books

  • Find transactions FAST and other time saving features

  • Work with the accountant's review

  • Protect your QuickBooks data

Tips & Tricks
  • Keyboard shortcuts

  • Add custom fields

  • Tailor company preferences

  • Create custom invoices and other forms

  • Add logos and custom fields to forms

Tricky Transactions
  • Banking: bank reconciliation and locate discrepancies, online banking

  • Handle bounced checks...easily

  • Void vs. delete a check

  • Enter customer down payments/deposits

  • Setup automatic transactions (memorizing transactions)

End of Day Special Q&A Session
bottom of page