Anderson ZurMuehlen CPAs - Accounting, Tax, Audit, Financial Planning Services

QUICKBOOKS® CLASSES

Class information:

Payroll

This class will cover how to set up payroll and process yearly and quarterly reports. Included will be:

Review opportunities for tracking payroll and payroll taxes by class (or segment of your business)
Create a separate report to track payroll expense by a class.
Generate, customize, and print reports and graphs
Activate the payroll feature and setup the company's payroll system, including payroll items. (Vacation, Sick, Retirement, Cafeteria, and other payroll deductions)
Setup employee information, including address, hire date, and earnings
Prepare payroll checks and related federal and state payroll liability checks
Discuss and prepare computer generated federal quarterly reports
Discuss and prepare computer generated W2's.

Beginning QuickBooks®

Attend the half-day beginning QuickBooks® seminar and learn a fast and easy way to manage your business finances. QuickBooks has many features you need. It is simple to use and learn. "Beginning QuickBooks" is designed to teach you how to perform the following basic functions:

Set up a new business on QuickBooks Accounting Software
Design your chart of accounts to fit your business.
Prepare computer generated or manually written checks
Record deposits
Reconcile bank accounts to bank statements
Set up vendor and customer files to include mailing and shipping address, payment information and account information
Enter credit card charges and payments
Enter non-sufficient funds checks and record the subsequent payment
Editing and voiding transactions
Overview of reporting capabilities (sample reports)
QuickBooks Tips and Tricks
As a conclusion, a handout will be available for practicing functions learned in the seminar.

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Intermediate QuickBooks®

If you have the equivalent experience or have taken the Beginning QuickBooks Class, attending the Intermediate half-day seminar will assist you to move beyond the basics and allow you to use the following features more effectively:

Review opportunities for tracking revenue and expenses by class.
Create files for customer and vendor addresses, contact information, payment information, and account information.
Create estimates and invoices for customers.
Receive payments from customers
Enter bills from vendors and pay bills
Generate, customize, and print reports and graphs
Export information to Microsoft Word and Excel
Create custom templates for invoices and many other QuickBooks forms

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QuickBooks® for Non Profits
Learn specific features in QuickBooks tailored toward non-profit accounting. Track donations, contributions, pledges, and receipts. Send out mailings and thank you letters. Prepare a budget and track program income and expenses. Print a report to assist with Form 990 preparation. Learn how to customize and create reports, customer forms, and much more explicitly for non-profits!

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QuickBooks® Advanced Reporting
This class will introduce you to the reporting, letter writing, and template functions in QuickBooks. Learn to customize and modify your financial information, including exporting, memorizing, and using custom fields in reports. Discover templates and how they can be tailored to fit your organization. Find out about creating labels and using information stored in QuickBooks to create personalized letters for your customers, vendors or employees.

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QuickBooks® for the Contractor
This class will focus on specific contractor features in QuickBooks. Learn how to customize item set up for ease of reporting, job costing, and accounting for assemblies in inventory. Create purchase orders, estimates, and utilize progress invoicing. Track subcontractor bids, insurance certificates, change orders, and 1099 information. Discover how to allocate labor burden and overhead to jobs, enter employee time and expenses, generate certified payroll reports, and use billing rates for employees. Create custom forms and letters for your customers. Generate contractor specific reports to help you better analyze jobs and your business.

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