Description

This is a follow up course from our earlier QuickBooks I Training class.  Once again, we will have Charlotte Liddell, our Certified QuickBooks Pro Expert leading the class and answering your questions. 

Get started and set up the right way!

Learn about your version of QuickBooks and how it compares to the other versions available. 

Set up your company the RIGHT way. And, if you’ve already set up, learn how to fix any errors you made. 

Everyday transactions - The how and why of standard QuickBooks transactions 

Sales & money in: 

Invoices, sales receipts, payments, deposits, credit memos, and customer statements. 

Run and customize reports to get deeper insight into sales and customers. 

Stay on top of who owes you money with the best ways to “remind” customers to pay. 

Expenses & money out: 

Bills, bill payments, checks, electronic payments, debit card purchases, bills vs. checks, and vendor credits. 

Run and customize expense & vendor reports to get deeper insights about how and where you’re spending money. 

Automate tasks to SAVE YOU TIME!

Discover these powerful tools so QuickBooks does the work for you! 

Find transactions and other information you need...FAST. 

Set up recurring transactions. You enter it once...and QuickBooks automatically enters it in the future. Wow! 

Bank accounts and credit cards: 

Teach QuickBooks to categorize and enter transactions for you. 

Customizing QuickBooks to YOUR needs 

Make QuickBooks look and work best for you 

Customize your invoice and other forms. 

Add logos and custom fields to invoices and other forms. 

Working with Reports 

Amazing insights...if you know how to get them 

Customize the content and look of your reports. 

Filter and format reports to get the info you need. 

Save reports and create memorized/customized report groups. 

Set up QuickBooks to automatically email reports on any schedule.