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QuickBooks® Training

Back Office Advisors provide both remote (PC to PC) and on-site QuickBooks® training to our clients ranging from assisting new users to working with clients in more advanced areas. Our professional staff has vast experience in all facets of QuickBooks® which allows us to better demonstrate the important features of the software. We will help you get QuickBooks® installed on your computer, walk you through setting up your chart of accounts, and show you how to begin entering transactions.

Using Remote Access we demonstrate the robust features of QuickBooks® right on your computer and answer any questions during the training session. We offer several training modules that showcase the full range of QuickBooks’® capabilities. We can also customize our training to fit your company’s specific needs. Our QuickBooks® training and support services allow our clients to more efficiently manage their financial recordkeeping process. This enables our clients to enhance their decision making ability, giving them an edge over their competition.

The QuickBooks® training topics that we provide are as follows:

• QuickBooks® Installation
• Company Setup
• Introduction to QuickBooks
• Chart of Accounts
• Create Invoices, Receive Payments and A/R
• Enter and Pay Bills
• Write and Print Checks
• Manage Cash and Checking Account Register
• Bank Reconciliations
• Credit Card Transactions
• Inventory

• Process Payroll and Track Payroll Costs
• Class Tracking
• Sales Tax
• Work with Divisions and Job Types
• Customizing Fields
• Create Estimates and Invoice from Estimates
• Time Tracking
• Print Reports and Exporting into Excel
• Budgeting
• Year-End Procedures
• Importing and Exporting Data