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QuickBooks Training &
Peachtree Training |
Our average, QuickBooks & Peachtree beginner needs
between five and eight hours of training to get the
software up and running. If you currently use the
software we can help you fine-tune the way you
use it.
Our
first session is typically three hours.
During that time
we will help you set up the software and show you how to
enter data and move around the software (please have
your two most recent checking account statements
available for our first visit). Before we leave, you
will be given some assignments that will facilitate the
learning process and ready you for our second visit.
When we return, we will answer all of the questions
you have related to our first session, and start
examining reports and shortcuts designed to make the
whole process easier and more efficient.
Many of our clients are concerned that they will make
mistakes and mess things up. Fear not - reconciliation is
on the way. During our third visit, we will help you
reconcile your checking accounts and help you correct any mistakes you might have made.
Always remember, we offer onsite and remote support as
the need arises.
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Getting Started
Install and Setup the software
Understanding your business
Setup Required Accounts
Getting around QuickBooks or Peachtree
Create shortcuts to common areas
Imputing Data
Tracking information & Reports
Our Second
and Third Visit
Answer all your questions
Work checking account
Create Invoices and Pay Bills
Customize forms
Vendors and Customers
More shortcuts and simplification
Reconciling your accounts
Experimenting with and creating reports
Backup your data
Inventory
Tracking Income & Expenses
Sales Tax
Time Tracking
Payroll & Employees
Integrating QuickBooks or Peachtree with other
software
Additional Services
Professional Bookkeeping Services
I need a CPA
Tax Related Services
Customized Reports
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