Services (just to name a few)

QuickBooks Online Training

• New company file setup and customization
  
• Everyday transactions
  
  • Invoices, sales receipts, customer payments, deposits, credit memos, customer statements
    
  • Bills, bill payments, checks, credit card purchases
    
  • Items and services setup, purchase orders, receive items
    
  • Sales tax setup, adjustments, reports, payments
    
  • When to "add", "match" and "exclude" transactions
    
• Tips & tricks
  
  • Online banking import management
    
  • Report customization
    
  • Close the books
    
  • Find transactions FAST
    
  • Add custom fields
    
  • Memorized transactions
• Understand Accounting
  
  • Customize chart of accounts
    
  • Customize sub-accounts
    
  • Really understand your financial statements
    

QuickBooks Desktop Training

• New company file setup and customization
  
• Everyday transactions
  
  • Invoices, sales receipts, customer payments, deposits, credit memos, customer statements
    
  • Bills, bill payments, checks, credit card purchases
    
  • Inventory, purchase orders, receiving vouchers, inventory adjustments
    
  • Sales tax setup, adjustments, reports, payments
    
• Tips & tricks
  
  • Clean up, sort and customize lists
  • Report customization
    
  • Close the books
    
  • Find transactions FAST
    
  • Add custom fields
    
  • Customize forms and templates
    
  • Memorized transactions
    
• Understand Accounting
  
  • Customize chart of accounts
    
  • Customize sub-accounts
    
  • Really understand your financial statements