The most cost effective way to receive in-depth training.
You can order this 6 hour training in one of three schedules:
A. Three 2-hour appointments
B. Two 3-hour appointments
C. One day Marathon (don’t forget to include a lunch break)
During this in depth training, you will learn how to:
Set up the Chart of Accounts to fit your particular business
Set up the Item list (this reflects your “price list”)
Enter checks & code to correct Cost of Goods or Expense account
Enter deposits when either
1. Using the Accounts Receivable module or
2. Not tracking customers in QuickBooks
Setup the Customer Database to track
1. Where your customers are coming from
2. Who is referring business to you
3. What type of customers you attract
4. How many products you sell or not sell etc.
Setup templates for forms such as Invoices & Sales Receipts.
Reconcile your bank & credit card accounts for accuracy.
Review the various financial reports to:
1. Stay informed of how well your business is doing.
2. Plan for taxes with your CPA
3. Plan for retirement with your financial advisor - and save taxes!
4. Keep your estate plan updated with your attorney.