Do you want to get more out of your QuickBooks software? Do you need to learn how to customize QuickBooks for your business needs?

We teach you how to manage your QuickBooks software so you can drive your own business financial information as a part of your daily activities. Each class is small with one student per computer and instructor lead. Our QuickBooks Training Classes are designed so you learn the most for your valuable time and money spent to attend our classes.

Agenda:

I. GENERAL LEDGER

• Reversing Journal Entry
• How to Set up Budgets
• Consolidate Companies
• Year End Close Process

II. BANK ACCOUNT RECONCILATION

• Beginning Balances
• Bank Reconciliation Icon's
• Applying Finance Charges

III. MEMORIZED TRANSACTIONS

• Journal Entries
• Quotes
• Sales Invoices
• Purchase Order
• Payments

IV. CUSTOMERS

• Finance Charge Rules
• Apply Finance Charges
• Printing Statements

V. SECURITY

• Named User Lists
• Rolls Lists
• Audit Trail Review
• Internal Accounting Review

VI. REPORTING

• Customizing Lookup Lists
• Customizing Dash Boards
• Advanced Modifying Forms &Email
• Advanced Modifying Reports
• Report Groups
• Customizing Financial Statements
• Excel Link
• Collection letters

VII. QUICKBOOKS QUESTIONS AND ANSWERS

Cancellation Policy:

Course cancellations must be received 5 days prior to course date to be eligible for refund and are subject to $50 administrative fee. Courses may be rescheduled at no charge.

Other Quickbooks Training

You may be interested in our Quickbooks Intermediate Training Class or Quickbooks Setup Training Class. The 3 courses are held over a 3-day period to make it easy to attend all three, if you like.