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Member of Hobe Sound Chamber

Authorized QuickBooks Affiliate
QuickBooks POS ProAdvisor

Authorized IRS e-file provider

POS System Design | Accounting Services | Tax Preparation | Training & Development | Remote Online Service

 

Training and Development
We provide  various QuickBooks™ training workshops for small business owners.

How Getting Started with QuickBooks Point of Sale Can Help You
Duration: 4 total hours of training for small groups (2-5) Includes: 

Designed for New QuickBooks Users Running:
QuickBooks Point of Sale v6 With Getting Started with QuickBooks Point of Sale, you’ll get a firm grasp on these important concepts and tasks:

Navigating QuickBooks and QuickBooks Point of Sale
Using Menus, Toolbars, Centers and Lists
Setting Up Quick Books Point of Sale
Installing and Setting up Point of Sale Hardware
Integrating with QuickBooks Financial Software
Setting Preferences
Using the Learning Center and Practice Mode
Entering Inventory
Setting up Vendors
Creating POs and Receiving Vouchers
Running Reports
Tracking Customers
Making Sales and Accepting Returns
Understanding what’s selling and what’s not
Running End of Day Reports
Exchanging Data with QuickBooks
Depositing Funds
Paying Bills
Reconciling Accounts
Setting up and Paying Sales Tax

Mastering QuickBooks for Construction
Duration: 8 total hours of training for small groups (2-5)

Learn the right way to use the versatile features of QuickBooks for construction-specific accounting.
With Mastering QuickBooks for Construction, you'll learn these important concepts and tasks

Creating file templates
Tracking job phases, including open and closed jobs
Understanding gross margins
Unpaid Bills by Job
Retainages
Contractor Reports
Handling customer down payments
Tracking the costs and sales of spec homes
Reporting owner/partner time for job costing
Job estimates vs. actual
Progress Invoicing
Processing draws
Creating reports for paying bills based on money collected from customers
Billing Rate Levels
Work-in-Progress accounting
Change orders
Tracking Liability Certificates
Handling Committed Costs
Creating custom reports
Tracking worker's compensation

Ledger ProSM | Hobe Sound, Florida 33455 | Tel. 772.323.1378