Keeping Our Clients Well-Balanced for More than 25 Years

QuickBooks for Experts

Well-Balanced Accounting's consultants and teachers are QuickBooks® Certified ProAdvisors.




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EXPERT CLASS
Fee: $195

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CALENDAR OF ALL TRAININGS

 

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Expert QuickBooks®
Class Outline
  • Tips for setting up new companies
  • Mid-year setups
    • Entering historical data
  • Beginning of year setups
    • Preferences
    • Memorized Transactions
    • Templates
    • Synchronizing with Outlook/Act
  • Who is QB Administrator?
  • Set closing dates
  • Find Feature
  • Adding buttons to the icon bar
  • Audit Trail & Condensing Data
    • Keeping an audit trail
    • Removing audit trail data
    • Audit trail report
    • Alerts Manager
    • How QG condenses data
    • Which data is affected
    • Determine when to condense data
  • What item types to use
  • Creating Groups
    • What kind of groups to use
    • Setup group for daily sales summary
    • Using groups on forms
    • Grouping memorized transactions
  • “Disappearing Transactions”
    • Ways to find them
    • Tips on avoiding them
  • Tracking reimbursable expenses
  • Reconciliation
    • Finding opening balance errors
    • How to “un-reconcile” an account
  • Accountants Review
    • How to use
    • What you can and cannot do
    • Creating a file to give to clients
    • Merging accountant’s changes
  • Error messages
  • GPF messages
  • Restoring data error messages
  • Reinstalling QB (when to)
  • File extensions used in QB