• Accounts Payable
  • Inventory
  • Invoicing
  • Project Tracking
  • Accounts Receivable
  • Reporting
  • Banking
  • Business Planning

Accounts Payable

  • Proper Vendor Setup
  • Understand the AP Process
  • Preset Expense Accounts
  • Using the AP Report
  • Buy Job Materials
  • Discounts & Credits
  • 1099 Vendors
  • Prepayments
  • Track Bill Due dates
  • Create Year-End 1099’s

” Training can save hours of staff time correcting errors!

Invoicing

  • Customer Price Levels
  • Batch Invoicing
  • Auto Update Prices
  • Bill for Time & Expenses
  • Invoice Templates
  • Invoice Attachments
  • Email Invoices
  • Sales by Customer Report

” An efficient A/R process can Improve Cash Flow!

Accounts Receivable

  • Understand A/R
  • Apply Payments
  • Email Monthly Statements
  • Use the A/R Report
  • Schedule Payment Reminders
  • View Customer History

Banking

  • Multiple Bank Accounts
  • Deal with Bounced Checks
  • Use Check Registers
  • Track Credit Cards
  • Enter Bills
  • Download Transactions
  • Print Checks
  • Create Download Rules
  • ACH Payments
  • Easy Reconciliation

Purchasing

  • Track PO’s
  • Auto Update Prices
  • Set Minimum QTY
  • Track Alternate Vendors
  • Auto Create PO’s
  • Enter Vendor Discounts
  • Track Backorders
  • Receive Inventory

Inventory Management

  • Understand the Process
  • Sales Orders
  • Pick Lists & Packing Slips
  • Inventory Item Setup
  • Manage Multiple Warehouses
  • Inventory Transfers
  • Adjustments to Inventory
  • Lots & Serial Numbers
  • Setup Barcoding
  • P&L by Sales Item
  • Build Assemblies
  • Build of Materials (BOM)

Project Tracking

  • Track by Job
  • Track Estmates
  • Import Labor Time
  • Bill for Time & Expenses
  • P&L By Job
  • Email Quotes & Attachments
  • Change Orders
  • P&L By Billed Item

Reporting

  • Income Statement
  • Compare Months, Years
  • Balance Sheet
  • Custom Reports
  • Statement of Cash Flow
  • Download to Excel
  • Budgets vs Actual
  • P&L By Division

Business Planning

  • Track Multiple Budgets
  • Cash Flow Planner
  • Budget by Job & Location
  • Create a Business Plan

QuickBooks Training

  • Local On-site training
  • Remote Training also available
  • Training Manuals designed for your business
  • Workflow analysis to find most efficent procedures