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Yes, QuickBooks is Accounting (201)
$15 fee On Demand! Although you may not need to be an accountant
to use QuickBooks, understanding basic accounting concepts is critical to producing useful information. Within QuickBooks
itself there are excellent accounting references & tools, but when bypassed or ignored your QuickBooks will produce a
prolific example of "Garbage In - Garbage Out". This class is designed to help you make good accounting decisions
and decide when you need assistance and where to get it. This class
is for you if: You need to rely on reports from QuickBooks
to make decisions You need to produce internal reports
to provide to bankers or investors Your accountant or
tax preparer must adjust your work in QuickBooks to get it "into shape"
You will learn how to: - Understand basic accounting
concepts you will use every day
- Understand the categories in your Chart of Accounts
- Decide which account categories to use when creating transactions
- Detect errors in data entry
- Choose and understand the
basics of QuickBooks financial reports
QuickBooks
Reports II (202)
$15 fee On Demand! Beyond QuickBooks preset reports and graphs, there is great capacity to create custom reports for
the data you wish to see. Use this lesson to build your own reports and save data re-entry by using Microsoft Excel for functions
beyond QB report system. This class is for you if: - You re-create the same reports multiple times
- You run
the groups of standard reports
- You re-enter information from QuickBooks into
spreadsheets to analyze
- You need to e-mail reports to others
You will learn how to: - Design Custom Reports
- Save Custom Report settings
- Process and
Print reports in batches
- Save reports as Portable Document Format (PDF) files
- Export a report to Microsoft Excel
- Practice
filtering reports in Microsoft Excel
Beyond Banking
Basics (203) $15 fee On Demand! This class covers the more advanced features of QuickBooks banking functionality. Online banking not
only provides daily information but cuts reconciliation time by 99%. Many tricky transactions cause trouble in the bank accounts,
so here we delve into the most common problems. This class is for you if: - Accept credit cards or electronic payments
- Use Debit
cards or electronic payments to pay bills
- Wish to automate your bank reconciliation
- Have a Petty Cash drawer
- Have Vendors
that are also Customers
You will learn how to: - Setup and use QuickBooks Online Banking
- Troubleshoot Bank Reconciliation
errors
- Handle returned checks in QuickBooks
- Record Bartered (traded) services with your customers and vendors
- Setup
& maintain a Petty Cash account
- Correctly enter bulk transactions like Payroll
Service withdrawals, Credit Card transmittals or cash register summaries
QuickBooks File Maintenance (204)
$15 fee On Demand! Customizing QuickBooks to your company's
specific needs is necessary to gain efficiency in data entry and report generation. QuickBooks preferences help you tailor
your experience to your individual needs. Maintaining your QuickBooks data is critical to the longevity of your file. This
class covers specific backup methods and how to implement them in your company. Also covering methods to provide information
for your accountant or tax preparer using QuickBooks tools. This class is for you
if: - Wish to automate more of your accounting tasks
- Are repsonsible to secure your company data file
- Provide
data to your accountant or tax preparer
You will learn how to: - Set preferences for efficient data entry
- Creating Custom
Reports of List information
- Create secure backups of your QuickBooks data
- Determine when and if you should Cleanup QuickBooks data
- Send QuickBooks data to your tax professional
Paying Bills II
(205)
$15 fee On Demand! This class builds on Paying Bills.
While simply managing the Bills is easy, there are often other factors involved. This class is for you if: - Use a credit card to pay
bills
- Have bills paid by the owners with personal funds or credit cards
- Have bills in QuickBooks that are already paid
- Have
credits from your Vendors
You will learn how to: - Pay bills using company credit cards
- Record bill payments
using other funds
- Correct previously paid bills
- Record and apply vendor credits and discounts
Accounting Made Simple reserves the right
to cancel or reschedule classes not meeting a minium of 2 students. All eQB Classes are limited to 25 students maximum.
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