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QuickBooks
Training & Support

In addition to formal training seminars, we offer one-on-one consultation. Please contact us if you are interested in individual QuickBooks assistance.

Hiratsuka & Schmitt, LLP can assist you with all of your QuickBooks training and support needs.

Following is a partial list of topics which are included in our QuickBooks training and support services:

Create a New Company
Setup users and Chart of Accounts
Preparing your company data for QuickBooks set up
Getting good management data from QuickBooks
Manage lists/Merge List
Reminders list and how to use it
Note Pad and To Do lists
Process accounts payable
How poor cash flow starts and what to do about it
Vendor and checking preferences
Enter/pay bills
Print checks
On-line banking and how it will save you many hours of work
Credit card downloads to reduce clerical work
Process accounts receivable
Sales and customer preferences
What are price levels and how to use them
Create invoices, email invoices and batch sending
Create sales receipts
Receive payments
Make deposits
Apply/issue credits
Controlling collections
Internet access for the bookkeeper and how it reduces labor
Bank reconciliation
Transferring funds between accounts

QuickBooks Training & Support

QuickBooks
Training & Support