Title: Custom Business Solutions Jayne Miller
1Custom Business SolutionsJayne Miller
- Customized Services Real Solutions!
2Table of Contents
- Basics
- Intro to Company
- Our Websites
- Resources
- Podcasts
- Classes
- Types of Classes offered
- Class Descriptions Details
- About our Instructors
- Contact Us
- Your Questions Comments
3About Custom Business Solutions
- Certified QuickBooks Pro Advisor
- Peachtree AccountCare Partner
- Microsoft Small Business Partner
- Member, American Institute of Professional
Bookkeepers - Certified Sleeter Group QuickBooks Consultant
- Notary Public
- Custom Business Solutions is software and
bookkeeping consulting firm. We were established
in 1997 to serve the specialized bookkeeping and
training needs of small to midsized concerns in
Northern Nevada and the Sierras. Our scope of
services includes specialized bookkeeping
projects (shoebox to computer, setup and
cleanup), onsite and in-house training and
support, and class instruction in Intuit and
Microsoft products. Our QuickBooks classes are
developed and taught by our staff of certified
consultants, all of whom are experienced in
real-world client issues. - Our fully equipped classroom is located in our
office at 1755 E. Plumb Lane, Suite 101 in Reno.
It has a capacity of six students. Each student
is provided with an individual workstation with
computer and all relevant, fully up to date
software.
4Custmbiz.com
- Our website www.custmbiz.com has links to
valuable resources and discounts on checks and
software. - Our training website www.quickbooksgal is your
source for class schedules and weekly podcasts.
If you have questions or suggestions for future
podcasts, please send them to the QuickBooks
Gal.
5(No Transcript)
6Quickbooksgal.com
- Our training website www.quickbooksgal is your
source for class schedules and weekly podcasts. - If you have questions or suggestions for future
podcasts, please send them to the QuickBooks
Gal.
7(No Transcript)
8About our Classes
- We have knowledgeable instructors.
- We offer small class sizes. Students get the one
on one instruction needed to succeed. - We have our own classroom on site with all the
tools any student would need. - Certificates of completion are awarded after
every completed course.
9Our Classes First in the Series
- QuickBooks Pro and Premier Getting Started
- Learn how to set-up your company properly.
- This is a Beginners Class. QuickBooks Basics.
- First in three class learning series.
10QuickBooks Pro Premier Part I
-
- Basic Overview of QuickBooks and Setup w/
Interview - Learn why QuickBooks Pro asks you those
questions--learn how your answers affect the
program -
- Create a New Company w/ Set Up Easy Step
Interview - Creating a new company file
- Company Info
- Choosing a "Start Date
- Security and passwords for your company files
- Lists How they work
- Items and inventory set-up
- Customers, Jobs and Customer Information
Purchasing, inventory flow - Vendors and Vendor Information - Bills, bill
payments, credit memos, job cost, 1099s - Sales Tax
- Chart of Accounts - What is it and how does
QuickBooks use it?
11QuickBooks Pro Premier Part I
- Income and Expenses
- Using the Bank Account checks, electronic funds
transfers, recording debit card - transactions
- Banking and Checking Accounting Reconciliation
- Backing up and Restoring files
- Customizing your Preferences
- Keyboard shortcuts included free!
- Financial reports which ones must you prepare
and how to understand them - Brief Overview of Setup without Interview
- Learn how to Create the three-minute company
set-up - Import customer, vendor and items lists from
other files
12Our Classes Second in the Series
- QuickBooks Pro and Premier Making the Program
Work for You! - Covers vendors and payables Customers and
receivables. - Second in the learning series.
- Basics class required or have some experience
with the program.
13QuickBooks Pro and Premier- Part II
- Vendors and Payables
- Vendor Lists - Add Vendor while recording
billRecord BillsChange Date, Change Amount, Net
DueVendor Splits what are they are where do
they go? - Vendor Reports which ones to start with
- Quick ReportsUnpaid Bills Report
- A/P Aging
- Vendor Balance Summary
- Delete, Edit or Void which to use and when
- Pay Bills
- Credit Memos and Discounts
- Printing ChecksPay by writing a check i.e.
Purchase supplies or equipmentCheck
DetailMissing Check ReportCustom Reports
Create and memorize reports used repeatedlyUsing
and reconciling Credit Cards -
14QuickBooks Pro and Premier- Part II
- Customers/Sales/Receivables/Invoices
- Customer Lists Add Customer while recording
sale - Record Sales
- Invoices Bill to Ship to Customer
- Credits and Refunds
- Item and Customer Drop Downs
- Inventory adjustmentsReceipt of Cash on Account
or on DepositTransaction History Make
Deposits Cash BackEdit and Correct
ErrorsCustomer Reports - Accounts Receivable
- A/R aging
- Balance Summary, Details, Registers
- Transaction List
- LettersCustomer Center Customer Detail
15Our Classes Third in the Series
- QuickBooks Pro and Premier Getting all you can
Get! - Discover general journal entries, inventory,
reports, and more. - Third in the learning series.
- First two classes required or have experience
using the program.
16QuickBooks Pro and Premier- Part III
-
- General Accounting End of Period Procedures
- Change Chart of Accounts Names to Numbers (and
why?)Inactive AccountsGeneral Journal - Adjusting entries
- Prepaid expenses
- Other Journal Entries
- Owners Draws and/or InvestmentsTransfer Funds
Between AccountsReports how to use them to
manage your business - Profit and Loss Balance Sheets, BudgetsBack
UpsClosing DateInventory AdjustmentsCredit
Cards - Reports memorizing reports Calculator -
-
-
17QuickBooks Pro and Premier- Part III
- Inventory
- Tracking
- Physical Inventory Adjustments Vendors
- Adj Qty on Hand
- Invoice to Customers Job
- Sales Tax
- Sales Tax Groups Default
Sales Tax Liability Report Sales
Tax Adjustments Vendors Items
Pay Sales Tax - Estimating and progress invoicing
- Job items
- Expenses
- Bill to Customers job
- New job for customer
-
18QuickBooks Pro and Premier- Part III
- Tracking Time
- Timesheets vs. Single Activity
- Employees/non-employees
- Track and Invoice to Customers job
-
- Customizing Forms
- New Template
- Changing fields on forms Save/Previous
- Changing Field Widths
-
- Custom Letters
- Preparing generic letter
- Changing generic
- Duplicating Creating New Mailing Labels
19Jayne MillerOwner, Instructor
- Owner, Custom Business Solutions
- QuickBooks Pro Certified Advisor,
QuickBooks Point Of Sale Certified Advisor,
Management Consultant, Peachtree Account Care
Partner and Microsoft Small Business Partner - Certified in QuickBooks since 1999
- Professional Bookkeeper
- Professional Trainer/Consultant
- Sleeter Group Certified QuickBooks Consultant
20Podcasts
- We record weekly podcasts (now available on
iTunes) on topics of interest. - Podcasts are designed to offer answers to
questions on QuickBooks and Bookkeeping topics.
Printed versions are available at
blog.quickbooksgal.com. - We encourage questions and suggestions for future
topics.
21(No Transcript)
22Customized Classes
- We offer a 3-part course curriculum which covers
the basics through Job Cost and Financial
Reporting. - Our classes emphasize the bookkeepers
perspective. - We will customize classes for your staff of 3 or
more. - Tell us what you want to learn, and well design
a class just for your staff.
23Contact Information
-
- If you would like more information about our
classes - or would like an onsite consultation, please
contact us. - Custom Business Solutions
- 1755 E Plumb Lane, Ste 101
- Reno, NV 89502
- 775-348-9225 office/cell
- 775-348-9224 Fax
- jayne_at_custmbiz.com
- www.custmbiz.com or www.quickbooksgal.com
24Your Questions and Comments
- We welcome your questions and comments
- 10 Minute Q A
- Email future questions to jayne_at_custmbiz.com