Independent QuickBooks Training - Setup Class

Set up your QuickBooks software with our Independent QuickBooks Training – Setup Class
.

Begin with a solid understanding of what you need to get up & running. This class will review creating a new company and choosing the parameters to setup your system for ultimate performance and to prevent errors. This class will start by creating a new company, chart of accounts, customers, vendors, inventory items and entering beginning balances. You will have the building blocks to successfully utilize your investment. Remember to bring your QuickBooks questions.

Independent QuickBooks Training - Setup Class Topics

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New Company Setup

  • How to navigate QuickBooks
  • Protect your data
  • Backup & Restore
  • QuickBooks help features
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QuickBooks Preferences

  • Preferences
  • General Ledger
  • Accounting Preferences
  • New Chart of Accounts
  • Subaccount of
  • Chart of Account Class
  • Edit  / Delete / Inactivate Accounts
  • Changing Chart of Account IDs
  • General Ledger Beginning Balances
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QuickBooks Accounts Payable

  • Vendor Preferences
  • New Vendor Records
  • Address Info / Add’l Info / Acct Prefill
  • Edit  / Delete / Inactivate Vendors
  • Changing Vendor Account ID’s
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QuickBooks Accounts Receivable

  • Customer Preferences
  • Statement & Invoice Preferences
  • Sales Tax & Sales Rep Setup
  • New Customer Records
  • New Customer Contacts
  • Add’l Info / Add’l Info / Pmt Info / Job Info
  • Edit  / Delete / Inactivate Customers
  • Changing Customer Account ID’s
  • Customer Beginning Balances
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QuickBooks Inventory Items

  • Inventory Preferences
  • Review of Inventory Accounting COGS
  • New Inventory Items
  • Edit  / Delete / Inactivate Items
  • Changing Inventory Item Id’s
  • General / Custom / History Tabs
  • Inventory Beginning Balances
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Advanced QuickBooks Setup Topics

  • Standard Lists
  • Startup Reconciliation
  • Questions and Answers

Additional topics covered in the Independent QuickBooks Training - Setup Class include:

Independent QuickBooks Training Services

To get started with the Independent QuickBooks Training – Setup Class
today, call Accounting Business Solutions by JCS today at 800-475-1047 or email us at solutions@jcscomputer.com. Our certified QuickBooks ProAdvisors have over 30 years of experience with accounting systems and can help you master your preferred version of QuickBooks software, whether it is QuickBooks Online, QuickBooks Pro, QuickBooks Premier, or QuickBooks Enterprise. Get started with the QuickBooks Setup Training Services today!

Payment in full is required for registration. You will receive a confirmation for your requested class date once available space is confirmed as classes do fill up. DO NOT make travel arrangements until you have received confirmation from JCS. JCS is not responsible for any such expenses. No product knowledge is required. Basic Bookkeeping skills will be included in this class. This class is taught by a Master certified trainer. Each class is a maximum of 6 students. CPE accredited and will include a certificate of completion. Course cancellation must be received in writing 5 days prior to the course date. Refunds are subject to a $50 administrative fee. The class may be rescheduled with no administrative fee.
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