Syracuse Cortland, NY CPA / Rx Business Solutions


Client Portal:  

You really have two choices when it comes to training: 1) one-on-one training or 2) classroom training

Why choose one-on-one attention if needed?

  • We come to your location.

  • We focus on the individual issues facing your business.

  • We will be there to answer your specific questions and concerns.

  • No need to spend time on features that don’t impact your business!

Call today to set-up an appointment.

We will come to your location!!

 Why choose a class?

  • Group setting where a structured and comprehensive curriculm is followed.

  • Ability to interact with others using QuickBooks and obtain new insights.

  • Exposure to new areas that may be relevent now or in the future.

  • Avoid interruptions that could occur in a workplace setting.

                                                                                     (See Curriclum Below)

Curriculum

Day 1 - Level 1

Day 2 - Level 2 

LEVEL 1
8:30am - 4:30pm

Lesson 1: Getting Started

  • Gaining an overview of the course and the topics to be covered
  • Learning how QuickBooks works and how to get around
  • Learning common business terms used by QuickBooks

Lesson 2: Setting up QuickBooks

  • Discussion of decisions to be made before using QuickBooks
  • Creating a new company file with QuickBooks
  • Customizing QuickBooks with the EasyStep interview

Lesson 3: Working with Lists

  • Working with the chart of accounts
  • Adding customer information in QuickBooks
  • Adding vendor information in QuickBooks
  • Learning about custom fields for customer, vendors, and items
  • Tips for managing lists in QuickBooks

Lesson 4: Working with Bank Accounts

  • Learning how to working with bank account registers
  • Learning features common to all QuickBooks registers
  • Learning about entering transactions directly into registers
  • Learning how to reconcile bank accounts in QuickBooks

Lesson 5: Using Other Accounts in QuickBooks

  • Introducing the other account types in QuickBooks
  • Learning how to track credit cards transactions
  • How to reconcile a credit card account in QuickBooks
  • Discussion of the other types of asset, liability, and equity accounts in QuickBooks

Lesson 6: Entering Sales Information

  • Learning about the different types of sales forms in QuickBooks
  • Learning about purchase orders and printing forms to PDF.
  • Learning how to create invoices in QuickBooks
  • Learn the purpose of and use of the item list
  • Learn how to enter data on a sales form
  • How to memorize invoices
  • How to add new items to the item list
  • How to add price levels on the price level list
  • How to associate price levels to customer records
  • How to create invoice letters and reminder statements

Lesson 7: Receiving and Making Deposits

  • Learning how to record customer payments
  • Learning how to handle customer discounts, partial payments and overpayments
  • How to record deposits in QuickBooks
  • How to record cash back from a deposit
  • Learn how to process credit card transaction in QuickBooks

Lesson 8: Entering and Paying Bills

  • Discuss the different ways to handle bills in QuickBooks
  • Learn how to enter a bill in QuickBooks
  • How to pay bills in QuickBooks
  • Learn how to enter a discount for a bill from a vendor

LEVEL 2
8:30am - 4:30pm

Lesson 9: Analyzing Financial Data

  • Discussion of the tools for analyzing data in QuickBooks
  • How to create a Quick Report
  • How to add columns and reposition columns on a report
  • Learn about the different preset reports in QuickBooks
  • Practice creating reports and viewing them on screen
  • Customizing report information and look
  • How to create report batches
  • How to save reports to PDF
  • How to export report to Excel and how filter reports in Excel
  • Learn about the different report graphs in QuickBooks
  • How to create and customize graphs

Lesson 10: Setting up Inventory

  • Gaining an overview of what inventory will and won't do in QuickBooks
  • Practice filing out purchase orders for inventory items
  • Tracking the receipt of inventory items in QuickBooks
  • Adjusting inventory in QuickBooks

Lesson 11: Tracking and Paying Sales Taxes

  • Gaining an overview of sales taxes management in QuickBooks
  • How to properly setup sales taxes in QuickBooks
  • How to apply sales taxes to a sale
  • How to determine sales tax liability and pay sales tax liabilities

Lesson 12: Doing Payroll in QuickBooks

  • Gaining an overview of managing payroll in QuickBooks
  • Learn how to properly setup payroll in QuickBooks
  • How to set up employees for payroll in QuickBooks
  • How to set up payroll schedules
  • How to pay employees and payroll liabilities.

Lesson 13: Estimating and Progress Invoicing

  • Learning how to create job estimates
  • Finding estimates in the company file
  • Learning how to copy estimates
  • How to create invoices from estimates
  • How to display reports on projects
  • How to update a job or project status
  • How to make estimate inactive

Lesson 14: Tracking Time

  • Learning how to track time spent on a project
  • Learning how to invoice a customer for time worked on a project
  • How to create report for time tracking and learning about other project reports
  • How to pay nonemployees for time worked

Lesson 15: Customizing Forms and Writing Letters

  • How to modify preset invoice forms
  • Designing custom invoices
  • Printing invoices
  • Learning how to prepare collection letters
  • Learning how to edit prewritten letters
 


 
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