11 Middlesex Ave, Suite 3
Wilmington, MA 01887
Tel (978)657-7851
Fax (978)657-7994 |
 | About Your Workshop Team
This workshop will be instructed by an Intuit Certified Quickbooks ProAdvisors. Also in attendance will be other ProAdvisors who are experienced accountants, tax professionals, and bookkeepers ready to answer your Quickbooks related questions. |
Click here for our on-line registration form
Pay only $295.00 per attendee! |
| Learn Quickbooks Step-by-Step |
We are offering workshops for new and existing users of QuickBooks®.
Learn how to set up your chart of accounts, or pay a bill, or create an
invoice the right way! This workshop is designed to help you learn QuickBooks®
essentials and use them right away. You will receive an extensive workbook,
loaded with screenshots and step-by-step instructions that you can use for
reference after the workshop. |
| Quickbooks Ultimate Workshop |
Day One |
| Introducing Quickbooks |
- How to install quickbooks software
- Opening Quickbooks data files.
- Overview of Quickbooks editions and functions.
- Installing Quickbooks releases
|
| Managing Revenue |
- Set up customer records
- Record Sales Receipts
- Track Cash Receipts
- Record Invoices and Payments
- Record bank deposits of cash, checks, and credit cards.
- Process customer returns and credits.
- Record bad debts
- Create sales reports
|
| Managing Expenses |
- Set up vendors
- How to use classes
- Entering Expenses
- Managing accounts payable
- Printing checks
- Using loan manager
- Create and apply vendor credits
- Handle deposits and refunds from vendors
- Track Petty Cash
- Track credit card charges and payments
- Creating Reports
|
| Bonus Topics |
- Generating 1099's
- Back Up Procedures
- Annual Archiving
|
|
| Day Two |
| Bank Reconciliations |
- Reconcile Bank Accounts
- Create bank reconciliation reports
- Finding and correcting errors during reconciliation
- Handling bounced checks
- Reconciling credit card accounts
|
| Reports & Graphs |
- Accounting Reports: Profit & Loss, Balance Sheet
- Business Management Reports-- List, A/R, A/P, Sales Tax
- Customizing and memorizing reports
- Printing Reports
|
| Company File Setup |
- The EasyStep Interview
- Choosing a start date
- Creating the Company File
- Setting Up Chart of Accounts
- Setting Up Opening Balances
|
| Customizing Quickbooks |
- Quickbooks Preferences
- Customizing Quickbooks Icons & Windows
- Quickbooks Items & Lists
- Custom Fields
|
Unable to attend? |
|---|
| We realize that your busy schedule may not allow you
to attend this workshop. For that reason we offer private
consulations to help you with your specific Quickbooks
or other accounting issues. We can also help you troubleshoot
existing files or assist you in setting up Quickbooks
for the first time. To set up an appointment, call us
at (978)657-7851 |
|
|
Complete this online registration form
Questions about the workshop?
Call us at (978)657-7851
E-Mail: bev@emondtax.com |
Present Workshop Location
Emond Tax & Financial Group
11 Middlesex Ave, Suite 10
(UP STAIRS)
Wilmington, MA 01887
Tel: (978)657-7851
Fax: (978)657-7994
Hours and Information
* Full breakfast and lunch included!
You may want to bring a sweater or jacket as meeting rooms
are sometimes cool. |
Click here
for a printable version of the workshop registration form.
Call, Mail, or Fax your completed registration form with credit
card information or check. You will receive an e-mail confirmation
with driving directions.
Mail to:
Emond Tax & Financial Group
11 Middlesex Ave, Suite 3
Wilmington, MA 01887
Tel: (978)657-7851
Fax: (978)657-7994 |
|