Do you feel that you or your internal bookkeeper needs QuickBooks help?
Your QuickBooks could be a mess or in excellent shape but you sense there is a better way to do your bookkeeping. Do you want someone in your office to do the bookkeeping but the candidates for the job don’t have the skills you need?
- Support your current bookkeeper so he/she is not overwhelmed
- Boost your internal bookkeeper's skills
- Save you time once your processes have been improved
- Help you devise more helpful financial reports
- Make sure your systems are efficient
Skills that could be covered:
- Clear bank feeds and setting up rules
- Bank reconciliations
- How to enter clients and invoices/sales receipts
- Receive payments and make deposits
- How to enter vendors, bills, and payments
- How to add new accounts to the Chart of Accounts
- Set up check printing and show how to print checks
- Cover basic reports (P&L, Balance Sheet, AR/AP Aging)
- Walk through reports available (customize if needed, saving, and recalling it)
- Keyboard shortcuts
- Audit log
- Clean-up tricks
- Connect other software
Our work will be customized to meet the needs of the individuals being trained.