Custom Software Training

specializing in customized

QUICKBOOKS TRAINING

and TROUBLESHOOTING

since 1997

  


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Available Training
QuickBooks
M.Y.O.B.
Quicken
Excel
Word
PowerPoint

                                                Quicken Training

If your needs are not listed here, please inquire

Basics

Setting up your file
Move around Quicken using the QuickTabs
Setting up a Categories
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

 

Accounts Payable and Receivable

Manage the Memorized Transactions List
Set up an Items list
Enter Bills
Pay Bills
Create Invoices
Receive Payments from Customers
Issue credits
Print Statements

Assess finance charges

 

Sales Tax

Set up items to be taxed
Run Sales Tax reports

 

Reports

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

 

Customization and Automation

Schedule bills using the Calendar
Working with Reminders
Have the computer automatically enter transactions
Organize your data by working with Classes
Set up options

 

Beyond the Basics

Setting up Budgets
Track Investments
Handling NSF checks
Write off Bad Debits
Issue Refund Checks