Services (just to name a few More)

QuickBooks Specific Issues Training

  • Estimates and proposals
  • Invoicing for billable time and/or expenses
  • Credit card setup
  • Importing to/from Excel or other software
  • Bank reconciliations
  • Create report groups
  • Job costing

QuickBooks Payroll Training

  • Setup employees and payroll items
  • Track time and invoice time
  • Process and modify paychecks
  • Direct deposit and employee pay stubs
  • Multiple pay schedules
  • Make tax payments
  • Prepare tax forms and W-2s
  • Payroll reports
  • Summarize payroll data in Excel

QuickBooks Point of Sale Training

  • New company file setup and customization
  • Everyday transactions
    • Invoices, sales receipts, customer payments, deposits, credit memos
    • Bills, bill payments, checks, credit card purchases
    • Items and services setup, purchase orders, receive items
    • Sales tax setup, adjustments, reports, payments
  • Tips & tricks
    • Report customization
    • Find transactions FAST
    • Add custom fields
    • Integrate with QuickBooks Financial software
    • Setup merchant services
    • Customer and item history
    • Inventory adjustments for cost and/or quantity