QuickBooks Training Seminars

Day 1: QuickBooks training seminar

       Get Going with QuickBooks

Day 2: QuickBooks training seminar

     Keep Going with QuickBooks  

QuickBooks Training - Getting Started and Keep Going with QuickBooks are beginner courses for the new user of QuickBooks. Both QuickBooks classes concentrate on the basic features common to both QuickBooks Pro and Premier users. Any features found in only in the QuickBooks Premier editions, will not be part of the class content. But these QuickBooks seminars lay a great foundation for your comprehension of how QuickBooks works.  Your understanding of the terminology and features will allow you to bridge your knowledge to the more sophisticated features or industry specific features found in QuickBooks by using the help menu and QuickBooks manuals.  Getting started on QuickBooks can be daunting for the new user. We will introduce you to the software
capabilities and provide explanations on chart of accounts, list items, vendors, and customers and how to set-up and use QuickBooks including tips and tricks.  Sign up today.

Download and install the QuickBooks edition now

QuickBooks 2009 Added

All Editions:

• Microsoft Vista Logo Certified
• Duplicate a transaction
• Right-click to delete list items
• Multi-Currency. QuickBooks 2009 now supports all global currencies. - Once you turn it on, you cannot turn it off
    so be sure that you buy or sell in foreign currencies before you use this feature.
• Conveniently process wire transfers and drafts from within QuickBooks
• New Company Snapshot. real-time overview of your business
• Larger numbers support - 11 figure numbers (99,999,999,999) versus 8 figures in previous releases
• Improved Bank Reconciliation -Sort by: Check number, Date, Amount, Payee and other column headings
• QuickBooks Live Community. - Post your question for thousands of accountants and other QuickBooks users for help
• One user can create an invoice while another user is running a report
• QuickBooks Messenger allows for instant communication between QuickBooks users
• Back-up data in multi-user mode
• Upgraded security on Master Company File Password
• Improved Online Banking -easier to set up and less confusing to use- Automatic transaction mapping to chart of accounts

Enterprise:

• 30 Users
• Sales force module (additional fees apply)
• One login if Warehouse management, Sales management, Business management
   

Point of Sale:

• Cashier Screen Easier to use and now with  Touch Screen convenience (requires a touch screen monitor)
• Capture customer signatures on merchant's receipt -Requires purchasing pin pad with signature sold separately
• 20 workstations in 1 location
• Improved Sales tax reporting with payment information by each tax agency, location, code and component
   
• Pro and Multistore - With webstore (additional fees apply) that will update items and pricing from POS
• Improved reorder points - Now easier to set default
• Plus Now you can set a reorder point with a QTY or Days of supply as a trigger - (THIS IS BIG)!
• Report of your Turn Statistics on the items you sell (turnover is how quickly you sell your items)

QuickBooks 2008 Added - key features

Click to run a "Whats new video" for QuickBooks Version 2008

All Editions:

• Easily share records with your accountant with an improved Accountant's copy now it only takes a single click to encrypt your file and upload the file to a secure server for your Accountant's download and review. Eliminating emailing and multiple file issues.  Your accountant can now complete bank reconciliations and merge accounts while you continue to enter your daily transactions
• Introducing context sensitive help, designed to provide new users with an enhanced start up experience.
• New excel templates make it easy for you to import existing customers, vendors, or product information into QuickBooks. Users can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column

QuickBooks Simple Start

• Track Thousands of Customer and Vendor Contacts in free Simple Start 2008.
• Now supports Payroll! (additional fees may apply)

QuickBooks Pro, QuickBooks Premier & QuickBooks Enterprise

• Easily send invoices, sales receipts and other forms using Outlook and Outlook Express.
  Send emails directly from QuickBooks using Outlook or Outlook Express.
  Sync your contacts in Outlook with your contacts in QuickBooks.
  Customer Center- each customer now  includes Google Maps plus directions from a main location
   

QuickBooks Premier & QuickBooks Enterprise

• Easily identify which clients to bill. View unbilled time & expenses for all clients on a single screen and transfer to an invoice with one click. Instead of creating one invoice at time and selecting all unbilled time and costs, you now can simply open the Invoice for Time & Expenses screen and select the client and project combination. All unbilled costs for a given date range will be transferred directly to an invoice. You can also quickly view subtotals of your unbilled time and expenses and filter the individual entries by date

Point of Sale

• Users can now attach up to 2 digital pictures per item in your inventory list
• Users can generate and print a shipping label for UPS right from QuickBooks Point of Sale.
• Automatically track and reward customers that spend a certain amount at your store.

QuickBooks 2007 Added - key features

• Choose to auto fill  vendor bill/payments with just the correct chart of account  (elect not to prefill all fields  with the last transaction data)
• QuickBooks will now warn you when you are entering transactions with a future date or a date older than 90 days (the 90 day range can be modified)
• QuickBooks now adds a date and time to your backup file making it easy ( for those  who consider themselves computer "challenged") to keep a daily backup - one for each day of the week , a monthly backup, and an annual backup. 
• QuickBooks has made it much easier for your accountant to work on your file while you continue to make entries into your file.  
    This feature will import all changes made by your accountant and provide you with a detailed listing of those
    changes. Its easy for your accountant to make and send your an import file with changes. Now your books will match your
    tax return and your accountant will no longer spin his/her wheels determining the cause of changes to beginning balances.
    Whenever you have a problem with the file, make an accountant's copy, e-mail and send to the accountant to fix. Your accountant will
    review at the  next opportunity and make the corrections in the copy you sent. He/She will then send you the file corrections to import
    into your copy. All very easy!  This feature alone makes it worthwhile for both you and your accountant to be on version 2007.
    Its good for you - you get accurate reports to make key business decisions without disruption to your daily workflow
    Its good for your accountant - spend less time reconciling and more time as a business advisor to your clients
• Negative deposits can now be entered through the make deposit window. A great feature for those who accept
    sporadic credit card payments  and occasionally need to refund a customer a credit card credit.
• Customization of forms has become much easier. Its time to give your company look a unique, professional look
      to your forms (invoices, purchase orders, sales order)
• New edition has teamed up with Google. The Google feature works the same way as a websearch but limits the
     search to  QuickBooks.  Not to worry,  will only retrieve what your employees have permission to see. In
     addition, set up a Google AdWords account within QuickBooks and receive a $50 credit from Google to try out
     this form of advertising. 
• Are you still confused about what payroll taxes/forms are due when? This edition will remind you when to cut 
      payroll checks, when to file and pay payroll taxes and how much to pay.
• For those companies who ship regularly with UPS and FEDex,  process shipments and print FedEx and UPS labels from within QuickBooks - and in QuickBooks 2007 you can use thermal label printers! You can even schedule pickups and track packages right in your QuickBooks software. Shipping Manager pre-fills the shipping labels with the customer address information from your QuickBooks Invoice or Sales Receipt forms. No more writing labels by hand. And no need to enter data twice. Shipping Manager is already built in to your QuickBooks software and it's FREE to use. You only pay FedEx or UPS charges on what you ship. And you can sign up for Shipping Manager through your QuickBooks software and start using it right away.
  Price levels now show up on estimates.
• Contractors edition will now keep track of when Vendors (subcontractors) workers comp certificate of insurance expires. QuickBooks and will let you know when entering a transaction to that vendor if there is an expired workers comp certificate on file.
• Purchase and sell the same item in different units of measure. Only available in Premier Contractors & Mfg/Wholesale Edition
     Unit of measure conversion prevents costly errors.  Enter your item into inventory in smallest unit of measure for
     that product, sell on an invoice in a larger unit of measure. QuickBooks will reduce your inventory based on a
     conversion to the smallest unit of measure. For example sell 1 can of soda or one six-pack. QuickBooks will  
     reduce the soda inventory by 6.  Caution: Pricing for the six is based on the single can of soda pricing.
• Enterprise now can add up to 100,000 list items (names, items, classes)
• The easy step start up wizard (to set up new QuickBooks company files) is improved with the ability to select which accounts on a recommended chart of accounts that you prefer to use.

QuickBooks 2006 Added - key features
Included in QuickBooks  2007 are all the great features QuickBooks in 2006 and earlier editions- key features

• Whole new design for easier navigation.
• New customer, vendor and employee centers
• Customer Center interactive demo in QuickBooks
• Filter customer and vendor lists for specific criteria
• New Vendor Center shows all your vendors and what you owe them in one simple screen
• New Employee Center shows all your employees and what you're paying them in one simple screen
• New Payroll Center for Do-it-yourself payroll will help improve the accuracy and timeliness of PR related functions by providing information about when payroll, and PR Liabilities are due, who to pay and how much is owed. This center automatically reminds you if important dates. Plus the process of setting up QuickBooks Payroll has been greatly simplified.
• Always on audit trail that does not slow down performance!
  All versions have switched to using the sequel database platform.
• Add multiple e-mail and shipping addresses for your customers.  Now you can set Cc e-mail addresses in the customer record which will pre-populate all e-mails created in QuickBooks for that customer.
• Processing credit card refunds- now there is a convenient way to show that a refund was provided on the credit memo.  Also a Bcc field has been added and users can set company wide default e-mail addresses to pre-populate the Bcc field (another improvement to your internal controls!)
• Voided checks are correctly accounted for by creating offsetting journal entries in the affected accounting period.
• Improved window for "enter bills".  See the vendors address that will print on the bill payment checks.
• Improved communication between the item record cost field and the replacement cost purchased on checks, credit card charges, bills and POs.  Now you have the option to update the cost in the inventory or service item when creating a new purchase transaction. Now you can base change item prices on unit cost.  This is a choice to change cost of an item in the item record (via a pop-up window) at the time the purchase transaction is entered. You can elect NOT to display the pop-up message via a checkbox, but whatever choice you make on that transaction (to update the item record with the new cost or NOT) QuickBooks will use that as the default behavior.  Its a good idea to discuss this new feature with all data entry personnel. You can reverse this decision by selecting "bring back all one time messages" option under preferences (general).   If the item is a component in an assembly, the bill of materials average cost will change when the assembly item is built
• Customized pricing and rounding options make it easier to keep your pricing competitive
• Inventory - Includes a new field for manufacturers part number. Search and sort by your part number or the vendors.
• Finally - QuickBooks now posts reconciliation differences to a new account called reconciliation differences- a P&L account (sure sounds immaterial but a true time saver for your accountant!)
• Utility that creates a more compact company file for easier portability such as e-mailing the file to your accountants.
  
  QuickBooks Premier and Enterprise
• An improved bill of materials that includes (total cost to produce) with the ability to factor in overhead costs such as labor, supplies and depreciation
• Manufacturer/Wholesale, Retail, and Accountant's editions: (All QuickBooks Enterprise editions include these features but the following premier editions DO NOT: Contractor's, Professional, or Nonprofits.  If premier is the right product for you, AND, you want all the features of all the editions, purchase the Accountant's QuickBooks Premier edition as it contains every feature of every QuickBooks  premier edition.)
   
  • Backordered column has been added to the sales order to indicate fulfilled and still open quantities. Invoice has a new backordered column and picking lists can now be printed. Packing lists now show backordered items.  If you are a nonprofit and need to track backorders, consider purchasing the accountant's edition.
  • Backorder functionality on purchase orders as well. POs will display a column for previously received and a separate backorder column
  • Sales order fulfillment worksheet (window) shows all open orders  based on criteria important to you such as oldest orders,  shippable dollar amount, or by customer.  Customize whether you want to allow partial shipments or only complete orders. Select the orders you want to ship, then batch-print pick lists, packing slips or invoices.
  • Available-to-promise window where you can review how much of an inventory item  is on hand, how much has been committed to customers, expected on new POs and how much is pending for builds.
• Accountant edition - toggle between QuickBooks Simple Start, QuickBooks Pro and all industry specific versions of QuickBooks Premier
• Select multiple sales orders to consolidate into a single invoice
   

QuickBooks 2005  -  new key features

• Improved management of customer payments.  
  Automatically handle overpayments or underpayments from customers on the receive payment window.
  When creating an invoice you can now immediately apply a customer deposit or other outstanding credit on the invoice form (no longer must you go to the receive payment window)
• Improved downloading bank and credit card transactions.  Match multiple transactions at a time. Associate similar vendors to one existing vendor name (for example multiple outlets for the same store) 
• Print envelopes from within QuickBooks. Improved letter wizard for  integration with Word. Plus convert an invoice into a word document for a more personal touch. 
• Reports navigator making it easy to select the right report to find the information you need  
• Retained earnings Quick Zoom (a feature handy for bean counters aka accountants)
• Shipping manager (not available in Basic) is now UPS Ready,  using customer address information on sales receipts or invoices to pre-fill UPS shipping labels (Fed-Ex labels can be printed too), complete with tracking numbers and bar codes. Schedule pickups and track shipments-directly from QuickBooks.
• Void/Deleted Transactions report - always on, improving security of your data
• For Do-it-yourself payroll subscribers there is now an enhanced service  which offers you the option of direct depositing the paychecks into employee's bank accounts plus prepares state tax forms. (there is an added cost to this feature).  New workers comp feature helps contractors track gross wages by classification code and calculate  worker's comp premiums (additional fees apply).
• All Premier editions includes an improved Business Plan Tool and Expert Analysis Tool  
• All Premier editions - Set billing rates by individual, position or skill level.  Use billing rate levels for all items or just for specific items. Send timesheet hours to invoices and QuickBooks will apply the right rate.
• Edit assembly items when components change
• Premier Contractors edition- New Job Cost by Vendor & Job Report, New Cost to complete report - a great tool for determining if the job is running over budget.

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