| Lisa Weiler 3/17/2010 |
Wednesday, March 17, 2010 10:00 am EST, 9:00 am CST.
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-Customizing QB – The Preferences function |
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- How to get Full Screen mode
- Dealing with Open Windows
- Getting rid of the QB Coach/Services windows
- How to use the Enter key properly
- Using Account Numbers
- Turn off unwanted/unused functions
- Using QB Reminders
- How to find information quickly |
| Amanda Meyer 4/14/2010 |
Wednesday, April 14, 2010 10:00 am EST, 9:00 am CST.
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-Handling Tricky Transactions |
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- Applying Credit Memos to Customers/Vendors
- Refunds To Customers or from Vendors
- Using Trading/Bartering transactions
- Should I void or delete that check?
- How to handle Bad Debt
- Adjusting Inventory |
| Amanda Meyer 5/19/2010 |
Wednesday, May 19, 2010 10:00 am EST, 9:00 am CST.
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-Taking Advantage of QB 2010 New Features |
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- How to use Definable Formats for Custom Fields
- Adding/Editing Multiple List entries
- Improved Form Customization – Create your own unique look
- Document Management |
| Lisa Weiler 6/16/2010 |
Wednesday, June 16, 2010 10:00 am EST, 9:00 am CST.
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-Marketing with QuickBooks |
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- Building Customer email lists
- Using Word/Outlook to do mail merge
- Targeting an email campaign to customers who purchase specific products/related products |
| Amanda Meyer 7/21/2010 |
Wednesday, July 21, 2010 10:00 am EST, 9:00 am CST.
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-Managing Customers & Sales |
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- Using Customer Center
- Tracking Jobs & Job Costs/Revenue
- Tracking Labor to specific jobs
- What are Billing Rates and how to use them properly |
| Andrew Young 8/18/2010 |
Wednesday, August 18, 2010 10:00 am EST, 9:00 am CST.
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-Learn how to Track the Profits, not just the Sales |
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- Who are my Best Customers (based on profit)
- What are my best selling items (qty/profit)
- Advanced use of Classes/Customer Types
- Building Inventory Assemblies
- Billable Costs – tracking mileage & time
- Using Price Levels |
| Andrew Young 9/15/2010 |
Wednesday, September 15, 2010 10:00 am EST, 9:00 am CST.
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-Bank & Credit Card Transactions |
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- Merchant Services presentation
- Credit Cards
- Electronic Checks
- “Go” Payments – accepting payment in the field
- Applying Credit Card payments within QB Receipts
- Bank Reconciliation |
| Amanda Meyer 10/20/2010 |
Wednesday, October 20, 2010 10:00 am EST, 9:00 am CST.
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-Common Bookkeeping Mistakes & Tricks of the Trade |
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- How to avoid them
- How to identify bookkeeping mistakes
- Comparative reports to find mistakes
- Billing using Customer Statements
- Using Memorized Transactions
- Common “Receipt” mistakes
- Handling Petty Cash
- Customer Prepayments/Deposits
- Vendor Prepayments/Deposits
- Handling Bounced Checks |
| Lisa Weiler 11/17/2010 |
Wednesday, November 17, 2010 10:00 am EST, 9:00 am CST.
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-Forecasting, Budgeting and Cash Flows |
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- Create & Edit Budgets
- Budget vs Actual Reports
- Create/Edit Forecasts
- Using a Statement of Cash Flows
- Cash Flow Projection |
| Andrew Young 12/21/2011 |
Wednesday, December 21, 2011 10:00 am EST, 9:00 am CST.
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-Year End Review |
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Present Payroll Service Options (Same as January, 2010) |
