QuickBooks Training

Boca Bookkeeping presents QuickBooks Made Easy—A 4 hour on site Training course which provides excellent content for getting started, advanced, or QuickBooks Online.

As your certified QuickBooks ProAdvisor, we are here to train you and your team, setting you up for success. Our training seminars are customized to your business needs and can be tailored to your preffered Inuit QuickBooks software, or other accounting software.

We keep our class size small. Our QuickBooks trainer will call each person registered for the class one to two days in advance, ask what you are hoping to learn and more importantly, discuss major issues you hope to resolve. We then customize the training to fit your needs.

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Introductory QuickBooks Training

3 Main Goals of our QuickBooks Training:

  • To help you improve cash flow
  • To increase net profit
  • To help you have more fun at work and in business

We have discovered that the foundation for any business success is in the daily use of accurate accounting numbers. What we measure we manage; what we manage, we improve. Our goal is to teach you HOW to use your numbers for success.

Our Introductory QuickBooks Training includes:

  • Section 1
  • How to Use QuickBooks® to Build Cash Flow
  • Section 2
  • Introducing QuickBooks
  • Moving around In QuickBooks®

  • Why Company Set Up is so Important
  • Preparing your Company Data
  • Easy Step Overview
  • Two Most Common QuickBooks® Problems
  • Set Up Users with Limited Permissions or Access
  • Modify the Chart of Accounts
  • Section 3

  • How to Manage Notes & To-Do’s Lists and Custom Fields

  • Why Speed is Critical to Positive Cash Flow

  • Reminders List

  • Preparing your Company Data

  • Working with Lists

  • Section 4

  • How to Process Accounts Payable

  • Vendor and Checking Preferences

  • Add & Modify Vendor Lists

  • Enter Bills

  • Pay Bills

  • Print Checks

  • Enter Manual Checks

  • Account Payable (A/P) Reports

  • Vendor Credits

  • Memorize Bills

  • Section 5
  • How to Process Accounts Receivable
  • Sales & Customer Preference
  • What are Price Levels and How to Use Them
  • Add & Modify Customer Lists
  • Create Invoices
  • Create and Manage Statements
  • Create Sales Receipts
  • Receive Payments
  • Make Deposits
  • Apply Credits
  • Issue Refunds

Advanced QuickBooks Training

Our Advanced QuickBooks Training includes:

  • Section 1 – Reports

  • Report Center

  • Report Types

  • Customize Reports

  • Memorize Reports

  • Batch Reports

  • Filter Data

  • Export Data to Excel

  • Section 2 – Payroll

  • Payroll Setup

  • Payroll Items

  • Payroll Interview

  • Employee Defaults

  • Payroll Processing using SpringAhead®

  • Paying Employees

  • Direct Deposit

  • Employee Pay Stubs

  • Payroll Taxes

  • Payroll Liabilities

  • Quarterly Payroll Tax Reporting

  • Form 941

  • Set Up E-Filiing

  • W-2 and W-4

  • Payroll Reports

  • Section 3 – Items

  • Define Items

  • Add Items

  • Assemblies

  • Customize Items/Invoices

  • Reports

  • Section 4 – Inventory

  • View Inventory Item

  • Using Purchase Orders

  • Receive Items

  • Record a Bill for a Received Item

  • Receive an Item with the Bill

  • Inventory Reports

  • Adjust Inventory

QuickBooks Online

Anywhere,  Anytime, Any Device…. QuickBooks Online is ready to go.

QuickBooks Online may be exactly the solution you are looking for. Running a small business successfully can be a very difficult feat. Selling your products or services is one thing, but tracking and managing your expenses is another vital task that often takes a backseat to sales. Accounting and bookkeeping although very important should not be an overly difficult task and should not take the majority of your day. Business owners need their bookkeeping and accounting functions to be as easy as possible, especially when tax time comes. This is where QuickBooks accounting software comes in and can help business owners simplify the daunting task of having an accurate and clean set of books so that they can accurately forecast their budget.

QuickBooks Online is a web based version of the software that is accessible through a password and login. A great feature of QuickBooks Online is that your books can be accessed anywhere that you have Internet access, whether it be in a hotel, restaurant, etc. The online version of QuickBooks gives business owners REAL TIME information about their finances.

Boca Bookkeeping offers a QuickBooks Online service to keep the business owner focused on business,  not numbers.   Contact Boca Bookkeeping to discuss how QuickBooks Online can get you up and going today.