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
- Online 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