Author: Rebecca Tervo, CPA and Certified Quickbooks Proadvisor
* Those who have not used Quickbooks before, but want to get started.
* Bookkeepers looking to increase their skills for Quickbooks jobs.
* People who have used Quickbooks for several years, but just know they are “missing something”!
* You don’t know if you should enter the bills into Quickbooks or just enter the checks for the bills.
* You wonder if you should be saving yourself a step by using sales receipts instead of invoices.
* You make deposits, but wonder why the Accounts Receivable balance keeps climbing.
* You’ve seen this “undeposited funds” account pop up now and then, but don’t understand how it works or why it’s there.
* You know there’s probably an easier way to reconcile your accounts, but can’t figure out how to use the bank reconciliation function.
* You think you’re entering everything properly, but the profit and loss just doesn’t “feel right”.
If you’ve ever had any of these problems, “Quickbooks A-Z” is for you!
The workbook is written in a step-by-step way….beginning with the Setup of a new company through monthly transactions, and year end reporting.
* Section 1 – Accounting 101: How your entries for checks, bills and invoices affects your Profit and Loss statement.
* Section 2 – Setup: What’s really important during setup, and what you don’t need to worry so much about.
* Section 3 – Lists: Learn the simple way you can add any data you want to customer and vendor lists.
* Section 4 – Data Entry: Find out how easy it is to setup a systematized plan for getting everything entered on time!
* Section 5 – Purchasing: Checks, Bills, Credit Cards, Vendor Center:Learn how you can track and reconcile your credit card purchases just like your bank account!
* Section 6 – Sales: Receipts, Invoices, Refunds, Deposits, Statements: Find out how some businesses can save time by using sales receipts instead of invoices.
* Section 7: – Time Tracking: The easy way to link your time to invoices for your clients.
* Section 8: – Banking: Transfers, Reconciliations, undeposited funds: The simple explanation for how undeposited funds works and why it’s super important to use it.
* Section 9 – FIND feature: See why this one of my very favorite Quickbooks features!
* Section 10 – Reporting: Balance Sheet, Profit and Loss, Year end tax reporting: The simple way to stay on top of your finances once and for all.
You get all of the above for the introductory workbook price of $67 or just $99 for the hard copy!
P.S. Isn’t it time to finally get your Quickbooks file working properly? Purchase now, because when I add the video content, the price will be going up!
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