Financial Software Services and Training, Quickbooks ProAdvisors and Bookkeeping Services. Serving New Haven and Fairfield County
Get the QuickBooks Support and training you and your staff need customized just for your business. Seminars are taught by Elizabeth Santaus, QuickBooks Advanced Certified ProAdvisor. Elizabeth's years of bookkeeping and training experience add up to easy-to-understand seminars that help you master QuickBooks in no time!
Seminars can be at our office on the Milford Green: our conference room accommodates 6-10 participants. Elizabeth is also available to come to your office.
Group Seminars are $40 per 2-hours session, payable at the seminar by cash, check or credit card. Call 203.951.6214 or email to discuss your needs: firstname.lastname@example.org.
Seminars - QuickBooks Basics
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Fundamentals 101: Chart of Accounts, Company
Setup, and Navigation
Get started right! Develop a working knowledge of
accounting concepts right out of the gate. We'll teach
you what the chart of accounts is and how to set it up
properly for sound financial reporting. You will set up a
company in QuickBooks and learn about preferences
and desktop navigation.
Fundamentals 102: Working with Lists
Customer, vendor, item and service lists are just a few of the databases in QuickBooks that help track information. Setting up your lists properly will prevent you from entering data twice and will give you accurate financial and historical information pivotal to developing your business. We will cover setting up customer, vendors, items & services, sales people, and custom fields.
Fundamentals 103: Using QuickBooks Simply
Using accounting software does not have to be complicated! You can get great financial reports just by entering checks, recording deposits, and reconciling your bank statement. We will cover every icon in the "Banking" area of your QuickBooks homepage: Write Checks, Make Deposits, Enter Credit Card Charges, and Reconciliations.
Fundamentals 104: Accounts Receivable
If you have confusion about the difference between an Invoice and a Sales Receipt, this class is for you! We will review creating Sales Receipts, Invoices, Credit Memos, and Receiving Payments. We will also show you how to use Sales Orders (QuickBooks Premier versions) and Estimates. If you take credit card payments, either with Intuit Merchant Services or a separate credit card service, we will show you how to batch your credit card payments to match your daily settlements.
Fundamentals 105: Accounts Payable
Make sense of that pile of bills! This seminar covers entering bills; paying bills with a check, online, or with a credit card; entering vendor credits and applying them to open balances; using purchase orders; and recording recurring bills such as rent and insurance premiums.
Register for a single class or the entire series. Call 203.951.6214 or email: email@example.com.
If you miss a session, buy the recorded video! Click on the Video Seminars tab at the top of the page.