Basic:

• Setting up a company
• Setting up new customers and vendors accounts
• Creating and modifying a chart of account
• Creating and modifying items
• Working with Accounts Payable (entering bills and writing checks)
• Entering Credit card transactions
• Working with Accounts Receivable (creating invoices and recording receipts)
• Setting up QuickBooks for W-2 payroll
• Setting up QuickBooks for 1099 vendors
• Recording and paying sales tax
• Reconciling a bank account
• Generating different types of reports
• Backing up QuickBooks

Advanced:

• Invoice and other forms customization
• Generating customized reports
• Creating graphs
• Tracking payroll information
• Keeping track of current job(s) and generating reports for them
• Fixing errors in QuickBooks
• Working with Units of Measure
• Entering transactions at a faster pace
• Memorizing reports for later use
• Making Journal entries
• Managing loans and fixed assets in QuickBooks
• Adding multiple jobs to a customer
• Writing a check vs paying a bill
• Using Sales receipt vs Invoice
• Entering a bill vs writing a check
• Working with classes
• Working the audit trail
• Navigating between company files

Customized As Needed:

• QuickBooks for Mac, PC or Online Company Setup & Management
• Setting up vendors for 1099 and mapping to applicable accounts
• Setting up online banking for bank and credit card accounts
• Customizing Invoice and other forms to suit business, including upload of logo
• Setting up customer accounts and adding multiple jobs to a customer
• Applying Customer payments to relevant Invoices
• Writing checks and bill payments
• Reconciling bank and credit card accounts
• Setting up QuickBooks for multiple users
• QuickBooks Items and Inventory setup

Want to DIY Your Bookkeeping?

Signup for Your Training below:

1. QuickBooks Training (Basic)

                $270

2. QuickBooks Training (Advanced)

                $370

3. QuickBooks Training (Customized)

                $220

SHORTCUT TO USEFUL FORMS:

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Backed Up on Your Bookkeeping? Let us help you get back on track by completing our Backed Up Bookkeeping Help Form

(We will respond within 24 hours)

Got a Quick QuickBooks Question? Let us answer it for you by completing our Quick QuickBooks Question Form

(We will respond within 8 hours)

Having Some Issues With Your QuickBooks and Could Use a Zoom or Phone Session? Let us help you sort it out by scheduling a QuickBooks Consult Session with us.

Having Some Issues With Your QuickBooks but Prefer In Person Help (& You Are In NYC)? Let us help you sort it out by scheduling an in-person QuickBooks Consultation with us.

Having issues finding paperwork and need an efficient filing system setup? Let us help you get it in order by completing our Filing System Setup Form if you are located in NYC.