Jeffrey S. Leafer, EA, MBA

Who is this course designed for? New QuickBooks users Small business owners Operates primarily in the small business market of 29M businesses 80% of these businesses use QuickBooks 90,000 ProAdvisors in the U.S. and 120,000 globally 258 businesses to every one ProAdvisor

General Set-Up Company Set-Up Using the Advanced Set-up process Chart of Accounts Customization Modifying the default chart of accounts Customer Set-Up Setting up customer basics, sales tax, sales reps, etc… Vendor Set-Up Setting up vendor basics, payment terms, etc… Employee Set-Up Setting up employee basics, payroll, hiring info, etc… A Journey Through the Company Menu

Customers & Receivables Working With Customers – The Basics Invoices Sales Receipts Receive Payments Make Deposits in QB Credit Memos QB 2014 Allows for Automatic Options Reports Open Invoices A/R Aging Summary and/or Detail

Customers & Receivables (continued) Working With Customers – Additional Topics Statements Assessing Finance Charges Vendors & Payables Working With Vendors – The Basics Enter Bills Pay Bills Reports A/P Aging Summary and/or Detail Unpaid Bills Detail Sales Tax Liability

Banking Entering Credit Card Charges Using the Check Register Transfer Funds Bank Reconciliations Using the Bank Feeds General Ledger Activities Making Journal Entries Reports Customizing & Memorizing Reports System Administration