Installation & Training Details

 Company Setup in QuickBooks (2 Hour)

1. Company Information
2. Chart of Accounts Setup
3. Operation Preferences Setup
4. Vendor and Customer Setup and Instruction
5. Opening Balances entered from client information
6. Bank Reconciliation Preparation
7. Payroll Setup
8. Invoice Customization

Training (4 Hours)

1. How to enter bills
2. How to pay bills
3. How to print checks
4. How to enter invoices
5. How to receive payments
6. How to make deposits
7. How to enter sales and process cash receipts.
8. How to enter bills and process cash payments.
9. How to print checks and invoices
10. How to enter A/R and A/P
11. Introduction to the reconciliation of bank and credit card statements.
12. How to generate reports, such as the Balance Sheets and Profit & Loss Statement, and use the export features.
13. How to handle payroll.
14. How to backup the data files.