Introduction to QuickBooks – Learn to move around in QuickBooks®, correctly configure the software and chart of accounts, prepare company data for import, set-up users, master the Easy Step Overview, manage notes, to do lists, custom fields, etc. We also cover how to process accounts receivable and payable, establish vendor and checking preferences, enter bills, pay bills, memorize bills and far more. For a detailed syllabus call 928-779-5544 or email luann@lmrcpa.com. Remember, our Flagstaff QuickBooks ProAdvisor will identify your training needs and customize the session based on your goals.
Is your office making these critical mistakes?
- QuickBooks® errors that hurt cash flow in your office
- Mistakes to avoid in “costing” and why they hurt you
- Ways to reduce Payroll headaches – the one best fix
- Reports that will stop wasted expenses and overhead
- Critical errors in setting up your chart of accounts
Here is what you’ll learn in 4 fun and easy hours!!!
- Common accounting mistakes almost every business makes that cause you cash flow problems, how to find and fix them
- Mistakes in setting up client accounts and how to prevent them
- Vital decisions you must make for a chart of accounts to give you meaningful financial statement
- What to do to fix the mistakes you already made.
- Ways QB helps a improve collections
- What reports make sense for building a profitable business
- How to access your office QB from home or a job site
- Importing client lists from other software
- How to prepare invoices, refunds, credits, and client statements
- Steps for processing checks and credit card payments
- Reconciling bank accounts
- Things you must know if the bank balances do not match
- Watch your firm’s finances as they are tracked in QuickBooks® software
- How to manage your practice using business centers
- The easy 3 steps for handling NSF checks
- Things you must do when tracking bad debts or petty cash disbursements
All for only $147 - Register Today!!!
Presenter will be QuickBooks Professional Advisor & Tax Accountant LuAnn Roberts, CPA.
Class includes workbook and a snack.
We also offer Quickbooks Online courses.
Currently we only accept credit card or PayPal payments online. If you wish to pay by check contact us and mail us your check. Your seat in the class is NOT reserved until Payment is received.
We have a no refund policy, however we understand unforeseen events do arise and we are able to reschedule your class date if you become unable to attend.
