“I’m excited to get to the office to start to edit the program we first started in 2002. Lots easier to understand than Peachtree. Great job!”

COURSE:

QuickBooks Essentials

There are basic principles every practice needs to use when they implement QuickBooks in their practice.  The most important aspect is the Practice Management Chart of Accounts, designed for financial analysis, not only tax accounting.

Keeping QuickBooks simple is key.  Whether your attendees are beginners or experienced users, they will learn five essentials for using QuickBooks in their practice:

  • A Practice Management Chart of Accounts

  • Organized accountability between QuickBooks and the practice software

  • Download credit card transactions

  • Protecting your data

  • Working with the practice's CPA

Recommended for novice and experienced users, everyone gains practical and simplified advice on getting the most out of QuickBooks in their practice.  A half day course, attendance is limited for participant interaction.


"When I saw the account list you showed in class and how the reports looked from that list, I instantly wanted my QuickBooks to look that understandable.  And I now can!  What a difference!

"I've always been a little afraid to use this "accounting" software.  Thanks for taking the fear out and replacing it with confidence."

"My accountant setup my QuickBooks and I had no clue what all the accounts meant.  And he used accounting numbers.  Thanks for giving me the freedom I needed to simplify my QuickBooks use!"