We provide QuickBooks and Quicken training including services where we will review your books on a monthly or quarterly basis.
In your QuickBooks Training you’ll learn how to:
- Set-up a QuickBooks file
- Enter checks and deposits
- Enter credit card transactions
- Reconcile your bank and credit card accounts
- Set-up memorized trasnactions
- Utilize the accounts receivable and accounts payable features
- Job cost transactions
- Set-up custom invoice templates
- Set-up custom reports for your specific needs
For clients who are already up and running on QuickBooks we can do specialized training sessions in areas you would like to learn more, such as learning how to use estimates or purchase orders. Call us to found out more!
If you’re just looking to keep up with your personal accounting, we also offer Quicken training. Call us to inquire!
Monthly or Quarterly Accounting Review includes:
- Review classification of transactions
- Adjustments, reclassifications and monthly closing of books