QuickBooks Procedures

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Applying Retainers

Applying Retainers-complete with screen shots.

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Backup Log

DATE TIME DONE BY BACKUP SET DESCRIPTION

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Chart Of Accounts

The purpose of this standard procedure is to outline the preparation of the Chart of Accounts.

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Custom Reports

How to create custom reports

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Employee Advances Comchex

Instructions and screen shots on how to issue Comchex with QuickBooks.

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Employee Advances Comchex

Instructions and screen shots on how to issue Comchex with QuickBooks

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Entering Sales Receipts

Use this procedure when you make a sale for which you receive full payment at the time of the sale. Sales receipts can include payments by cash, check, or credit card. Includes screen shots.

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Importing Item List

How to import item lists into QuickBooks

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Information Gathering Checklist

A checklist for gathering accounting information prior to implementing QuickBooks.

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Initial Setup Checklist

A comprehensive checklist for setting up QuickBooks

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Job Costing Procedures

As you incur expenses and spend time working on a job, you can assign your expenses and time directly to the job. Later, you can bill your customer for your costs with just a few clicks of the mouse. If you need to know how profitable your jobs are, you can create reports that compare costs against revenues for each job.

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Making Deposits

QuickBooks allows you to choose the method you prefer for depositing payments.

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New User Checklist

A checklist for setting up a new user in QuickBooks

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Payroll Screen Prints

Payroll Screen Prints

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Pro Training

A model course outline for QuickBooks Pro

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Processing Accounts Payable

This procedure explains how to enter and pay Accounts Payable in QuickBooks.

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Progresive Invoicing

Progress invoicing, also called progress billing or partial billing, is invoicing from an estimate in stages instead of for the full amount. Screen shots included.

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Purchase Orders

Creating purchase orders in QuickBooks (includes screen shots).

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QB Inter Department Transfers

Procedures for transferring material between departments and accounting for them in QuickBooks. Screen shots included.

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QB Job Costing

Demonstrates how QuickBooks can be used to create pre-job estimates; 19 pages with screen shots.

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QB Keyboard Shortcuts

A cheat sheet for keystroke combinations in QuickBooks.

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QB Payroll 2

This procedure establishes the method to use QuickBooks to manage the business. It includes ways to use the payroll features to pay employees and to track employee purchases and loans. 37 pages

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QB Profitability

This standard procedure explains how to measure and track the profitability of each division within a company. 26 pages

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QB Rental And Service Calls

This comprehensive procedure demonstrates how items are put on Purchase Orders or bills when they are bought, and on customer invoices when services are provided. 21 pages

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Showing 1 to 24 of 32 items.  Page: 1 2 >
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