Pooley Accounting Services is pleased to offer QuickBooks® classes via gotomeeting.com.
Each class is 2 hours long and goes from 2-4 PM.
Classes cost $300 for all six sessions and $55 per session if you purchase classes individually. Click
here to register.
Setting up a company
- Establishing Users
- Company Info
- Chart of Accounts
- Addiional QB fee-based services
- Company Types
- Creating Lists
- Company/User Preferences
|
Accounts Receivable
- Sales & Invoicing
- Credit Memos/Refunds
- Sales Items
- Invoice Layout Designer
- Receiving Payments
- A/R Reports
- Customer Statements
- E-mail invoices and statements
|
Accounts Payable
- Inventory Items
- Purchase Orders
- Receiving Inventory
- Entering Bills
- Paying Bills
- Deducting Credit Memos
- Sales Tax
- A/P Reports
|
Banking
- Establishing Bank Accounts
- Entering Manual Checks
- Bank Recs
- Using Petty Cash
- Establishing Credit Card Accounts
- Reconciling Credit Card Statements
- Entering Lines of Credit/Loans
- Making Loan Payments
|
Payroll
- Payroll Service Selection
- Entering New Employees
- Setting up Tax Liabilities
- Direct Deposit
- Entering Time
- Running Payroll
- Payroll Tax Liabilities
- Payroll Tax Thresholds
- Preparing Quarterly/Annual Returns
|
Report Customization
- Running P&L by Job
- Running P&L by Class
- Cash vs. Accrual
- Sales Tax Reports/Payments
- Payroll Reporting
- Memorizing Reports
- Memorizing Transactions
- Using Classes
- Job Costing
- General Ledger Entries
|