Four week session on how to work with clients who use QuickBooks.

This is NOT a class in how to use QuickBooks, but it will help you navigate reports and support your clients who use QuickBooks.

Week 1: Data Validation

• How to look at reports from QuickBooks and know if the numbers can be assured to be accurate.
• What are some steps to resolve numbers that aren’t quite right.

Week 2: The Chart of Accounts (and how to get the reports organized in a meaningful way)

• We’ll talk about a framework for organize a chart of accounts.
• Review the mechanics for updating a chart of accounts.
• What are products & services and how do they integrate with the Chart of Accounts and reports.

Week 3: The Bank Feed and Problem Solving

• We talked about how to identify problems in QuickBooks, in this session we’ll talk about how to solve some of them.
• We’ll go through the bank feed, how it works, how it can cause problems; and how to resolve the potential problems.
• We’ll also discuss other sticky transactions like managing credit cards sells, and tracking expenses associated with grants.

Week 4: Reports

• Now that you’ve supported your clients in getting their QuickBooks in order, we can start running reports.
• In this section, we’ll talk about some of my favorite reports and how to customize them to get the information you need to best support your clients.

$399.00 – Purchase Add to Cart Added to cart