La Quinta, CA
(760) 895-3516

Thursday, April 30, 2015

QuickBooks ProAdvisor La Quinta, CA Coachella Valley

Certified Intuit QuickBooks ProAdvisor®

Tyler of Borders Bookkeeping is a Certified 2015 QuickBooks ProAdvisor for Intuit bookkeeping software including QuickBooks Online, QuickBooks Pro, and other versions of QuickBooks.

I can provide QuickBooks training for new companies, companies that are converting to QuickBooks software, or anyone who would like to know more about using QuickBooks. I provide training services to the Coachella Valley region, La Quinta, Palm Desert, Cathedral City, Bermuda Dunes, Rancho Mirage, Indian Wells, Indio, Palm Springs, and surrounding area. Here's how I can train you:

  • Introduction to Quickbooks 2014
  • Navigating through Quickbooks 2014
  • Creating/entering a QuickBooks company
  • Setting up preferences in QuickBooks
  • Setting up income & expenses accounts
  • Providing income details
  • Entering opening balances
  • Using QuickBooks lists
  • Using bank account registers
  • Entering a handwritten cheque
  • Transferring money between accounts
  • Reconciling chequing accounts
  • Using other account types in QuickBooks
  • Tracking Credit Card Transactions
  • Working with asset accounts
  • Setting up accounts for fixed assets
  • Working with Liability accounts
  • Depreciating and selling fixed assets
  • Understanding equity accounts
  • Using sales forms in QuickBooks
  • Filing in a sales form/Memorizing a sale
  • Entering a new service item
  • Using multiple price levels
  • Using statements to bill customers
  • Recording customer payments
  • Making deposits
  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills/paying bills
  • Reports and graphs for understanding the business
  • Creating quick reports
  • Creating and customizing preset reports
  • Saving report settings
  • Printing reports
  • Exporting reports to Microsoft Excel
  • Creating Quick Insight graphs
  • Turning of the inventory feature
  • Entering products into inventory
  • Ordering products
  • Receiving inventory
  • Entering a bill for inventory
  • Manually adjusting inventory
  • Overview of sales tax in QuickBooks
  • Setting up your taxes
  • Creating jobs and estimates/creating multiple estimates
  • Creating an invoice from an estimate
  • Displaying reports for estimates
  • Updating job status
  • Tracking time/Invoicing a customer based on time
  • Displaying project reports for time worked
  • About QuickBooks forms
  • Customizing invoices
  • Designing custom layouts for forms
  • Using QuickBooks letters

To book your QuickBooks training session with a Certified QuickBooks ProAdvisor in Coachella Valley, Call Borders Bookkeeping @ (760) 895-3516