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Training

We train you and your staff on the systems and processes, including any improvements that we implement. We teach you the most efficient way to produce your reports, and the best way to use them. All of this can be done on-site at your business. 

Now’s the Time to Master QuickBooks

You know that leveraging your QuickBooks investment will help your business improve billing, cash flow, inventory, tax preparation and more – but it can be hard to find the time to learn and leverage these tools. Below is an overview of Seminars for QuickBooks we offer.

Introduction to QuickBooks Online - training seminar. Covering basic instructions to get your company up and running on Quickbooks Online:

  • Company Setup & Company Dashboard review

  • How to add bank & credit card accounts & sync transactions

  • Setting up customers, invoicing & receiving payment

  • Setting up vendors, entering bills & paying bills

  • Setting up Employees & Contractors

  • Review Reports function and QBO standard reports

  • Chart of Accounts review, additions and deletions

 

Advanced Training for QuickBooks Online
  • Covering Advanced instructions for getting the most out of Quickbooks Online.

  • Managing QuickBooks Users & Importing Data

  • Reconciling Bank & Credit Card accounts & setting up banking rules

  • Creating PO’s to send to vendors

  • Using Projects & Estimates for tracking job costs

  • Entering Journal Entries & setting up recurring transactions

  • Customize financial reports to fit your needs

  • Payroll function, Taxes & 1099’s

  • Using the QuickBooks mobile app & other compatible apps

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