QuickBooks Procedures

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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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QB Setup Sheets

A comprehensive 35 page checklist for setting up QuickBooks.

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QB Training Workbook

A 53 page training workbook with screen shots to support QB training.

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Quick Books Setup Checklist

TASK CLIENT INFORMATION: 1. Complete the NEW CLIENT INTERVIEW form to establish the clients accounting process flow and desired end result. 2. Determine the conversion date (QuickBooks start date). Consider the answers to the following questions: When does the companys fiscal year start? How close is today to the end of the fiscal year? Is there an accurate balance sheet and profit-and-loss statement for the current fiscal year? How far back in time is the client willing to enter historical transactions? Will the client track Payroll using QuickBooks? How many transactions occur during a typical month? Note: The start date chosen should be the last day of the prior period, rather than the first day of the new period. 34 pages

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QuickBook Screens

Sample QuickBook screens

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Recording Invoice Payments

This procedure explores the several options for recording an invoice payment in QuickBooks.

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Troubleshooting Checklist

A troubleshooting checklist for QuickBooks.

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Truck Profitability

This standard procedure explains how to measure and track the profitability of each truck in a fleet. When possible, images of actual screens have been included to better explain how to enter the information.

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Using Retainers

When you receive income in advance of performing a service (a retainer), this money creates a liability because you owe the service to the customer. As you work off the liability, you may want to know how much remains. Before you can use it, you must set QuickBooks up to track retainers. This is a one-time setup procedure.

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Showing 25 to 36 of 36 items.  Page: < 1 2
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