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QuickBooks Event Agenda

Picture
Morning:
QuickBooks basics to get you up and running
  • Setting up a new company to ensure an efficient accounting environment.
  • Setting up your customer list, vendor list, and product and services lists to streamline later work.
  • Understanding QuickBooks workflows to ensure that all transactions are entered correctly.
  • Answering the question that is on everyone’s mind: “Should I be using QuickBooks Desktop or QuickBooks Online?” – A detailed explanation of the pros and cons of each program.
 
Setting up your chart of accounts
  • Learn how to set up your chart of accounts so your reports are accurate and tax line items are correct for end of year filing.
  • Discover the different account types specific to QuickBooks, and understand how each of them works within your financial statements.
  • Create a detailed chart of accounts specific to your business that you can use immediately when you return to your office.
  • Discover how to clean up accounts so that income and expenses can be classified correctly 100% of the time.
 
Receivables: Making sure that you get paid
  • Make custom professional invoices that your customers will love.
  • Automate invoicing and collection so that getting paid takes less time and results in a higher balance in your bank account.
  • Use features that help you automatically apply payments to open invoices the second that the payment hits your bank account.
  • Track your time and automatically bill it back to customers, all within QuickBooks.
  • Discover how to use classes, projects, and customers to track the progress and profitability of individual jobs.
  • Capture billable expenses and automatically attach them to customer invoices.
Afternoon:
Payables: Organizing your expenses
  • Learn how to use OCR software to automatically input receipts and bills.
  • Use GPS programs to automatically track mileage information.
  • Set minimum quantities of product to keep in stock and automate your inventory management.
  • Automatically record bills and approve them for payment by direct deposit, paper check, or payment through online bill pay.
 
More accurate and efficient payroll
  • Automate timecard entry for employee payroll.
  • Organize expense reports within QuickBooks and reimburse employees with direct deposit.
  • Turn on the autopilot function for payroll deductions, filing, and remittances.
  • Automatically file quarterly 941s and annual 944s and W2s.
 
Get regular progress reports so that you can make informed decisions for your business
  • Customize reports so they provide the information you want, presented the way you want it.
  • Automatically generate reports and have them sent to your inbox on a regular basis so that you can review your business’ performance.
  • Use budgeting software to create a plan for revenues and expenses, and regularly monitor progress toward your goals.
  • See the full picture of your business so that you can maximize the use of available assets.
  • Generate executive summary reports that help you improve cash flow.
  • Track progress and make decisions throughout the year to reduce your year-end tax burden.

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  • Industries
  • Services
    • Bookkeeping
  • Resources
  • About