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The "Mastering
QuickBooks" Course I
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This course is designed for those who have taken the "Getting Started &
Processing" course or for those who have been working
with QuickBooks programs for a while, but want to take
their knowledge of the software to the next level. This
one-day course covers the following topics:
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QuickBooks Remote Access
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Performing accounting and consulting services
remotely – QuickBooks Remote Access
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Internet-based accounting applications – QuickBooks
Online Edition
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Emailing client data files
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Consulting Tools – Tips and Tricks!
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Avoiding commonly made mistakes
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Setting up users and passwords to limit access to
specific parts of the program
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Things you can do to speed up your processing and
considerations for operating on a network
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E-mailing customer invoices and payment reminders
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Setting up and using tasks, events and due dates
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Troubleshooting techniques, getting help when in a
jam and fixing damaged data files
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New Features and Product Comparisons
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Customizing Forms & Reports
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Using the QuickBooks Financial Statement Reporter –
NEW Program!
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Using the QuickBooks Expert Analysis Tool – NEW
Feature!
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Using the QuickBooks Business Plan Tool! - NEW
Feature!
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Customizing financial statements, using report
groups. processing multiple reports at
one time
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Customizing reports, memorizing reports and using
reports with Microsoft Excel
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Importing and exporting customers, vendors,
employees and inventory items
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Setting up and using custom fields for customers,
vendors, employees and inventory
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Customizing business forms, adding logos to customer
invoices, purchase orders, packing lists
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Creating and memorizing custom letters and forms for
customers, letters and employees
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Handling Tricky Transactions and Periodic Processing
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Using sales receipts versus sales invoices
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Accounting for customer deposits and down payments
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Handling customer overpayments, applying credit
memos and processing refunds to customers
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Handling returned checks and charging customers a
returned-check fee
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The most efficient way to enter customer bad debts
in accounts receivable and general ledger
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Memorizing customer quotes, estimates and invoices
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Setting up and posting recurring customer invoices
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How to void checks written in a prior year (after
tax returns have already been prepared)
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Recording payments received by credit cards
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Setting up and posting recurring vendor invoices
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Adjusting and paying payroll tax liabilities
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Setting up and tracking employee loans and
garnishments
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Obtaining additional payroll reports by exporting
payroll information to Excel (QuickBooks Only)
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Adjusting general ledger balances, closing accounts
and other year-end considerations
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Purging inactive customers, vendors inventory items
and old transactions
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QuickBooks
Point of Sale Course
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This
introductory course is for those who have very little or
no experience working with QuickBooks Point of Sale
software. It is also a good refresher course for those
who would like to know if the software is properly setup
and can be useful to those who want to implement new
features not currently being used, or want to take their
knowledge of the soft ware to the next level.
This two-day course covers
the following topics:
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POS Fundamentals: |
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QB Point of Sale Preferences
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Logging In/Out
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Working with Record Lists.
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Viewing and Navigating Lists
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Working in Form View..
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Data Entry Basics
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Searching for Records or Documents
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Listing Special Order Items on Documents
(Pro)
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Editing Listed Items
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Handling Prices and Discounts
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Using Price Levels
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Using Price Manager to Mark Down Prices
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Giving Price Discounts at Time of Sale
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Tracking Item Quantities and Costs
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Sales Tax Codes
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Sales Tax Categories
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Item Identifiers, Item Numbers, Using
UPCs and Alternate Lookups
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Using Bar Codes and Scanners
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Serial Number Tracking (Pro and above)
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QuickBooks Point of Sale Advance Course
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Managing your business more
effectively with POS
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Setting Company POS
Preferences
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Departments & Vendors
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Managing Inventory
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Purchasing
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Receiving
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Customers
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Recording Sales & Returns
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Customer Orders
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End of Day Procedures
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Reports & Sales Charts
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Employees & Security
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Managing Multiple Stores
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Financial Exchange with
QuickBooks
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Working
with POS in Multi-Store Environment
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