Mariann Goff, owner of Back Office Works, successfully completed Intuit's advanced certification training and examination process and is well qualified to teach QuickBooks. Training is geared to client needs however all training covers the following:
- Overview of QuickBooks Menu Bar
- Review of Company Preferences Set Up
- Chart of Accounts-Instructions on How to Set Up New Accounts
- Items-Instructions on How to Set Up New Items
- Customers-How to Set Up New Customers/Jobs
- Vendors-How to Set Up New Vendor Accounts
- How to Create Customer Invoices and Sales Receipts
- Accounts Receivable-How to Receive Customer Payments
- Accounts Payable-How to Set Up Bills to Be Paid and Pay Bills Once They Are Set Up
- Sales Tax-How to Process Sales Tax Payments
- How to Record Credit Card Transactions
- How to Reconcile Bank Statements and Credit Card Statements
QuickBooks is a powerful business tool that can provide business owners valuable insite into their business operations. Knowing how to properly set up accounts and process transactions is the key to generating meaningful financial reports.
Contact us for more information about our Quickbooks training services.