QuickBooks Enterprise Advanced Training Class
Do you want to get more out of your QuickBooks software? Do you need to learn how to customize QuickBooks for your business needs? “All our local QuickBooks training classes are guaranteed or return for Free” We teach you how to manage your QuickBooks software so you can drive your own business financial information as a part of your daily activities. Each class is small and hands with one student per computer and instructor lead. Our QuickBooks Training Classes are designed so you learn the most for your valuable time and money spent to attend our classes. JCS Computer Resource Inc. is an authorized Intuit Solution Provider with Accountants on Staff.
JCS Computer Resource offers QuickBooks software training at your site, online or in one of our local training centers. If you need help understanding your current software, would like to become more knowledgeable or would like to update to QuickBooks, JCS can help you and your staff learn the complete functions in our three day hands on seminar. Each student will be logged into their own PC and participate in individual as well as group exercises.
Please call 847/364-0835 to register for this tremendous time saving course. We also offer set up, implementation, and Tips and Tricks for QuickBooks at your office, ours or online.
1. Payroll set up – Using the Payroll Wizard Keeping Everyone Happy:
Paying your employee’s the old fashion, “hand calculated” way isn’t easy. There are many “deductions” that must come out of your employee account. State, Federal, Local, and Social Security taxes, (to mention a few) can become over whelming. If you have made an error; Government Penalties can and will apply. QuickBooks “Payroll” set up can take the frustration out of this much needed duty for you, and the recipient of this finely tuned process.
2. Creating Employee List – “Who’s – Whom”:
Many people have the same name or close to it. Is it John Allen Smith, Jon Alan Smith, John Allan Smith? How do you know? Remember, keeping your employee register simple is the key to processing your payroll quick and easy. If Jon Alan Smith is on 30% commission, he really doesn’t want John Allan Smith, an hourly part time employee, to reap his rewards. With so many different spellings of the same name, we can show you how to simply set up each individual record and choose the correct employee.
3. Employee Preferences:
Some employee’s like to keep their “personal information” private. This request by your employees is a request that State and Federal law requires your company to honor. Some employee’s like you to take additional “dollar amounts” out for State and Federal Taxes. We will show you how to manipulate each individual record to do just that through the – “employee defaults window”.
4. Payroll Items – Custom Set up:
Is an employee paid hourly, over time, salary, or by commission? Do you pay a portion of their Medical Premium or other Benefits? Some have Child Support, Sick and Vacation pay. All of this will affect the final amount of your employee’s payroll check. When these items are correctly set up, you can be confident your year-end W-2, W-3 report and tax statements will be accurate.
5. Time Tracking – Job Costing – Allocate Your Data:
If your company has sub-contractors, commissioned payments or you would just like to know what your profit or loss is for any of your “time projects”; QuickBooks can organize this detailed activity with the use of a “specified list” just for this process. QuickBooks is very capable of rolling this over to your Customer Invoicing.
6. Customizing Forms and Writing Letters in QuickBooks:
Each form you use in QuickBooks has its own layout—that is, its own arrangement of fields and columns for entering information. If the layout of a particular form doesn’t meet your needs, you can create your own custom layout and use your version instead of the QuickBooks version. Once you have created your forms, you can save the new layouts as templates—to use whenever you wish, and to modify whenever you want. The forms you can customize in QuickBooks are the invoice, sales receipt, credit memo, statement, purchase order, estimate, and sales order (QuickBooks Premier and higher editions only).
7. Using Multiple Currencies:
With QuickBooks in multicurrency mode, you can track transactions in more than one currency. Working with multiple currencies affects many accounts and balances in your company file. You can assign a currency to: Customers, Vendors, Price levels, Bank accounts, Credit card accounts, Accounts receivable accounts, and Accounts payable accounts.
8. Setting Up QuickBooks in the Middle of Your Calendar Year; Year -To-Date Amounts:
If you are up grading your system to QuickBooks and your new “fiscal year” has already started, JCS Computer Resource will show you how to accurately enter your previous information to reflect the correct payroll balance. Once this is set up, you can even “edit” a pay check before you have printed them. These functions are available in all of the modules. This is very important to both your company and your employee’s year end information. We can make this simple.
9. Multi-User, Single-User and Security Issues:
Every Company needs an “Administrator”, to control the use or abuse of your company data. One person who is selected to delegate the daily activities of your “Office Staff”, and over sees the work of others. Without security, or an “audit trail”; anyone can change data to their own advantage or to the advantage of a Partner or Co-Worker. QuickBooks can lock out selected department users from entering data in other departments that may have a conflict of interest with each other. QuickBooks has many security functions available to protect you from embezzlement, fraud, or over/under stating company records. New users or existing users can be assigned or eliminated at any given moment [should you suspect illegal activity in any department.
10. Backing Up Your Data Files – Never Be Caught In the Dark:
You should always make “regular back-up files” of your QuickBooks company files. You never know when your area could lose electricity, your equipment could fail, or your CPA would like to re-cover information pertaining to your company’s financial records. You may have an “IRS Audit” that will require you to give reports from prior months or years. QuickBooks does have an automatic back up function that will “save data” when closing. You can set the frequency of this automated backup. This doesn’t mean you never have to save a file while working in QuickBooks. We will show you the difference of “saving a file” verses” backing up” your company information.