Quickbooks, training
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Online Classes

QB “Clean Up the Mess” – $99

QuickBooks Common Mistakes & how to fix them!

Thursday, July 12th    9:30am-1:30pm

Register Now!

 Topics Covered:

  • Set up Users & Passwords- Restrict Access
  • Chart of Accounts- Correcting Account Types
  • Inactivating Chart of Accounts/Vendors/Customers
  • Change Accounts Associated to Items
  • Misclassified Transactions
  • Increasing Balance of Undeposited Funds
  • Fix Unapplied Customer Payments and Credits
  • Write-off Small Balances
  • Adjust Sales Tax Payable
  • Find Incorrectly Paid Payroll Liabilities
  • Clearing out Past Due Liabilities
  • Working with PayPal Accounts

QuickBooks for Accountants- $129

Save Time During Tax Season!

Thursday, August 23rd    9:30am-2:30pm

Register Now!

Topics Covered: 

  • Overview of Different Versions of QuickBooks
  • Overview of QuickBooks File Manager Determine Which Version Client is Using Easily
  • Creating and working with Accountants Copy Files
  • Different File types in QuickBooks ( QBA, QBW, etc.)
  • Preferences in QuickBooks for Accountants
  • Setting Up Users & Passwords
  • Restrict Access to Users  
  • Setting a Closing Date for Clients in QuickBooks
  • Accountant Center
  • Reclassify Multiple Transactions at Once
  • Fixed Asset Item List
  • Client Data Review
  • Overview of the Undeposited Funds Account
  • Clean Up Undeposited Funds Account
  • Setting Up 1099 Processing in QuickBooks
  • After the Fact Payroll for Accountants
  • Fixing Unapplied customer payments & Credits
  • Audit Trail Report
  • Tax Line Mapping Accounts
  • Customizing Reports in QuickBooks
  • Exporting Reports to Excel
  • Statement Writer 




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