Session 1:
Basic Overview
- Fundamental features
- Business Types
- Preferences
- Forms and Reports
Company Data
- Setting up type of business
- Chart of Accounts (custom or
preset)
- Banking Info
- Tracking types of income
Session 2:
Employees & Payroll
- Payroll Items
- Setting up employees
- Running Payroll and reports
Sales & Customers
- How to set up items
- Inventory vs. non-inventory
- Client/Customer set up (catagories
and classes)
- Creating Invoices and
statements
- Payments and deposits
- Backing up company data
Session 3:
Vendors & Purchases
- Setting up vendors
- Purchase orders
- Tracking inventory
Accounts Payable
- Receiving Bills
- Paying bills / writing
checks
- Using Credit Cards
- Paying Sales Tax
Reports & Registers
- Use of registers
- Customizing reports
- Printing graphs
- Misc forms and labels
Session 4:
Reconciling Acct
Registers
- Checking acct reconciliation
- Editing transactions
- Deleting or voiding transactions
Accounting Transactions
- Journal Entries
- Periodic Tasks
- Closing Fiscal Year
Making Conversion Easier
- Order for entering live data
- TIPS: Do's and Don'ts