Quickbooks A-Z Workbook

Author: Rebecca Tervo, CPA

Certified Quickbooks Proadvisor

Who is this workbook for?

• 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”!

Does this sound familiar?

• 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!

What do you get?

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.

The reader can either follow along, setup, and do all of the activities in the sample company; or use one of the Quickbooks’ sample companies included in their own Quickbooks edition.

• 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.

“Thank you! Your workshop set me on the right track and taught me so much about how to make QuickBooks work for our specific business and needs. The personal attention and follow-up were exactly what I needed. I feel much more comfortable and confident using QuickBooks and managing our business finances overall. I highly recommend your workshops!”

~ Carol Carr, Northwoods Rustic Creations

This workbook is in “edit” mode and will be available shortly….stay tuned