Custom Software Training

specializing in customized

QuickBooks Training

& Troubleshooting

since 1997

Learn to use QuickBooks efficiently and accurately

 

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 Contact Information

Please feel free to phone or e-mail Robin Snavely at:

310-283-0461
Robin.Snavely@CustomSoftwareTraining.com
 

 Available Training

QuickBooks
Quicken
Excel
Word
PowerPoint

QuickBooks Training

Basics

Setting up your company
Move around QuickBooks
Setting up a Chart of Accounts
Working with a check book
Working with your Credit Cards
Making Deposits
Reconcile the bank statement
Set up Vendors, Customers, and Items "on the fly"
Print checks
Enter handwritten checks
Download from bank website

 

Purchases and Inventory

Manage the Vendor list
Set up an Items list
Create Purchase Orders
Receive Inventory
Adjust inventory on hand
Enter Bills
Pay Bills

 

Selling your Products or Services

Manage the Customer list
Set multiple price levels
Create Estimates
Create Product or Service Invoices
Receive Payments from Customers
Issue credits
Learn when to enter a Cash Sale
Deposit received payments
Print Statements
Assess finance charges

 

Working with the Chart of Accounts

Creating and deleting accounts
Make Journal Entries

Send your information to the CPA and keep working in your QuickBooks file

    

Payroll

Set up Employees
Enter time slips

 

Sales Tax

Set up different sales taxes
Set up items and customers to be taxed
Run Sales Tax reports
Easily Pay Sales Tax

 

Reports

Create Profit and Loss statements
Create a Balance Sheet
Run a Trial Balance
Customize your reports
Save customized reports

 

Customization and Automation

Organize your data by working with Classes
Change the look of invoices, statements and purchase orders
Have the computer automatically enter transactions
Set up preferences

 

Beyond the Basics

Handling NSF checks
Write off Bad Debits
Issue Refund Checks
Print 1099s
Importing and Exporting information