Training
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