Services
QuickBooks
We are QuickBooks Certified ProAdvisors, meaning we have been tested and certified by Intuit across a range of QuickBooks products. We also work with a wide range of other bookkeeping and accounting software. The goal is to keep your books current using the tools that actually work for you.
QuickBooks training
When do-it-yourself bookkeeping fits your plans, we can provide all the training you need to use QuickBooks effectively. We will get you set up and moving forward on your own books, and we are still here for troubleshooting later on. We will not leave you stranded.
What the training covers
Setup
- Items
- Customers
- Vendors
- Chart of accounts
Day-to-day
- Create estimates
- Create invoices
- Write checks
- Customize business forms
- Payroll processing
- Job cost
Reconciliation
- Reconcile bank accounts
- Record credit card charges
- Reconcile credit cards
Reports
- Accounts payable
- Accounts receivable
- Profit and loss
- Balance sheet