Resources for Starting or Building Your Accounting Office


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QuickBooks Center

Learn QuickBooks Online - Perfect for Accounting Professionals.

No need to wait for CD's It's all online.

If you don't see the information you need - ask!

That's one of the great things of having it online. The information is always updating, unlike CD's.

Plus, find downloadable forms, checklists, most commonly used for the accounting professional.

Engagement Letters
New Client Check List
Cover Letter
QuickBooks Training - Online
Request for Infomation Letter
Secrets To Getting The Most Out of QuickBooks
On going Support for QuickBooks - If you don't see it, Ask!
Much More!

Get training and support for QuickBooks. Prepared by a QuickBooks Pro Advisor.

Having your own Accounting Practice is a great job but, sometimes you feel a little alone. Some practice owners are not comfortable discussing questions with their competitors.

You are free to ask any questions and get support for your practice here.

QuickBooks Pro Training

Setting Up

Set Up Company
Changing Company Information
Chart of Accounts
- Add New Account
- Edit Account
Customer: Job List
- Add Customer
Vendor List
- Add Vendor
Sorting Lists
- Manually
- Auto Sort
Merging Lists
Custom Fields

Customizing Quickbooks Window

Title Bar/ Menu Bar
Customize QuickBooks Look
Open Windows List
Navigator
The ICON Bar
Short Cuts List
QuickBooks Help

Accounts Payable

Entering Bills
Unpaid Bill Report
Aging Bills Report
Paying Bills
Paying Bills using discount
Vendor History Report

Accounts Receivable

Item List
- Add Item -Service
- Add Item -Parts
- Add Price Level
Creating an Invoice
- Basic
- From Billable Time
Receiving Customer Payments
- Issuing Credit Memos/ Refunds
- Applying discounts & Credits to Invoices

FAQ's.....

....Why do I have a negative balance in my Accounts Receivable (A/R), when I switch to cash basis reports? Shouldn't it be zero?
......Why do I have a balance in my A/R when I switch to Cash Basis reports? Shouldn't it be zero?
......Why do I have a balance in my A/P when I switch to Cash Basis? Shouldn't it be zero?
More>>>>

Bank Accounts

Deposit Funds
Deposit with Cash Back
Transfer Funds
Voiding Checks
Reconciling Bank Account includes -
- Reconciling Deposits
- Reconciling Checks
- Reconciliation Detail Report

QuickBooks Reports

Graph Reports
Memorized Reports
- Memorizing a Report
- Create New Group
- Move Report to New Group
Modifying Reports

Statements & Sales Receipts

Creating a Sales Receipt
Creating a Statement

Items & Inventory

Enabling the Inventory Feature
Expenses vs Items
Inventory Value Adjustments

Working with Microsoft Excel

Exporting Lists to Microsoft Excel
Exporting Reports to Microsoft Excel

Working with Microsoft Word

Creating past due letters
Editing a letter

File Management

Backing up your company file
Restoring a company file
QuickBooks Administrator
Set Up Users

What's New 2006 and 2007

Home Page View
Customer Center
Vendor Center
Employee Center
Report Center