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QuickBooks Set-up & Training
Flexible scheduling and up to four
hours that you can divide into multiple segments for your own convenience.
Whether you prefer to receive two 2-hr sessions, or four 1-hr sessions,
you'll receive training on your desktop, using your own data file, from a
"LIVE" and "ONLINE" personal coach that uses a combination of
teleconferencing with remote desktop access. This method allows us to see
your desktop while sharing your mouse and keyboard.
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This training combines an
introduction to accounting principles with the practical use of
QuickBooks. Attendees can expect to practice procedures for:
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Introduction to QuickBooks and Creating
a New Company File
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Recording Income Receivable (Invoices, Payments, Deposits, and Sales Tax)
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Recording Disbursements (Bills, Checks,
Loans and Credit Cards)
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Recording Payroll (Paychecks, Tax Deposits
and Payroll Reporting)
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Tracking Job-costs, Inventory and
Multiple Locations/Divisions
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Recording Petty Cash and Credit
Card Purchases
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Reconciling, Reviewing, and Reporting
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Training beyond the basics.
For individuals that are ready to implement all the above plus:
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Advanced Inventory and
job-Cost Tracking
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Payroll Timesheets,
Data-Entry and Electronic Reporting
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Online Banking, Credit
Card Transactions and Merchant Services
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Advanced Reporting
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Training for individuals and
companies with complex/customized needs for:
- Establishing Network/Sharing Connections (for up to 5 computers)
- Job-Costing (Progressive Invoicing, Time Mgmt, etc.)
- Inventory Mgmt (Par Levels, Assemblies, etc)
- Exploring Custom Fields
- Customized Reporting Requirements
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Need a QuickBooks file, with all
your data already entered? This service is for individuals looking for a
short-cut to getting started, or who are faced with several months of
data-entry and just don't know "where or how to begin".
Train your cashiers on QuickBooks
Point of Sale. (Comes with Customized Manual with Screen Shots) and:
- Set-up Link to QuickBooks Financial Software
- Inventory set-up and Training (Adding Items, Receiving Vouchers,
Printing Tags)
- Cashier Training (Sales Receipts, Return Vouchers, Z-Reports, etc.)
- Day-End Close and Financial Reporting (End-of-Day, Financial Exchange,
Back-ups)
- Customized Reporting Requirements
Call 561-683-3497 or email info@accountingdirectors.com for
a customized QuickBooks setup and training quote for your business.
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