Have questions on how to use QuickBooks? We can train you or your employees to properly operate QuickBooks specifically for your business or guide you in the set-up process to ensure that QuickBooks is working properly for your business.
Each session is tailored to your specific concerns and questions. In a typical 1 hour consulting session we will:
- Assist in linking your bank and credit card accounts to your QuickBooks file which will enable you to download and match transactions.
- Show you how to customize invoices.
- Review your chart of accounts to make sure the accounts you are using correlate with your industry.
- Review your trial balance to make sure your activity is being captured properly.
- Review the QuickBooks features and preferences you have set up to make sure you are getting the most out of the software.
- Provide QuickBooks tips based on the transactions you process.
- Set up memorized reports that you can refer to in the future.
- Answer any questions you have about using QuickBooks.
Why choose one-on-one attention instead of taking a class?
-
We remotely dial in to your location.
-
We focus on the individual issues facing your business.
-
We will be there to answer your specific questions and concerns.
-
No need to spend time on features that don?t impact your business!
Contact us today for an appointment.