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
- 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
- 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
- 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
- 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
- Working with Classes and Other Lists
- Enabling Classes & Why use classes
- Issues when working with Classes
- Managing other QuickBooks Lists
- Working with Journal Entries
- Online Banking / Bank Feeds
Suite 109
Doral, FL 33166