Training

Our a Set-up & Training Services will get you set-up and trained to use QuickBooks® and/or Point of Sale, efficiently and accurately. Our Certified QuickBooks® ProAdvisors take time to learn your business needs. We provide QuickBooks® Pro, Premier, Enterprise Solutions, and Point of Sale training customized based on your program usability.

 

Overview

• Get set-up efficiently and accurately, customized for your business
• Work one-on-one with a Certified QuickBooks expert
• Maximize your efficiency by learning to use the features most important for your business
• Have peace of mind that you are correctly using QuickBooks®
• Get the most out of the QuickBooks so you can stay organized, save time, and get back to business

 

Here is the list of a few things we can train you in:

Creating a new company file, working with lists, setting up what you sell and buy (items), tracking customers and sales (customers, estimating, invoicing, sales receipts, retail sales, credit memos, and statements), tracking vendors and expenses (vendors, bills, bill payment stubs, checks, credit memos, job cost, reconciling, and 1099’s), end of day procedures (POS), job costing, purchasing and managing inventory, building inventory assemblies, tracking sales taxes, saving time, financial statements, budgets and forecasts, security and multi-user, setting up and using payroll, paying payroll liabilities and taxes, time tracking, working with reports, advanced reporting techniques, using credit cards, tracking sales orders and backorders, integration with Microsoft Word and Excel, closing the books, backing up and restoring data files, importing and exporting list information, customizing QuickBooks, keyboard shortcuts, and more.

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