Call to Schedule Private session                                    

Cost: $750 for Half-Day (3 hours)
Location: 7791 NW 46th Ave, Doral, FL 33166
Time: Any 3 hours can be scheduled between 9am and 5pm
No. of Attendees: we recommend 1 to 3 as this is a PRIVATE course, not a classroom-based course.
Format: Private workshop with your computer/QuickBooks or ours, based on your needs.


Example Topics

  1. Custom Reports and Looking for Specific Data
    • Creating Reports from Scratch
    • Using MEMO field for custom searching
    • Working with Custom Fields
    • Advanced Find Feature
    • Memorizing Reports
  2. Working with Sales Orders and Managing Inventory (chapter 10 and 19)
    • Why use Sales Orders and Understanding Backorders
    • Sales Orders for Inventory Management
    • Inventory Adjustments
    • Reviewing Inventory Quick Reports
    • Sales Order Fulfillment Worksheet
    • Working with Customer/Credit Memos
    • Introduction to Assemblies
  3. Job Costing
    • Working with Customers and Jobs
    • Creating filters and and status updates to Jobs
    • Assigning billable time and costs to jobs
    • Billable vs. non-billable expenses
    • Estimates vs. Actual reports
  4. Working with Pre-Payments & Deposits
    • Prepayments from Customers, and applying credits to invoices
    • Prepayments to Vendors, and applying credits to bills
    • Working with Retainers, Escrow, and Prepaid Expense Accounts
  5. Working with Classes and Other Lists
    • Enabling Classes & Why use classes
    • Issues when working with Classes
    • Managing other QuickBooks Lists
  6. Working with Journal Entries
  7. Online Banking / Bank Feeds
Call 954-414-1524 for more information.
We are located in:
Palmetto West Park
7791 NW 46th Street
Suite 109
Doral, FL 33166