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"What Your QuickBooks' Never Told You"

Introduction:

QuickBooks is a very powerful, easy to use accounting software program; however, the program seems to have limitations most users feel should not be restrictions. This Seminar focuses on a variety of 'work-arounds' that QuickBooks users can put in place to resolve many of these functional limitations.

Learning Objectives:

By attending this seminar, QuickBooks' users will learn:

  • Adding a Composite "Names List" to the QuickBooks Icon Bar
  • Identification of Missing and Duplicate Invoices
  • Edit Historical Paycheck Information (the hidden feature)
  • Restrict changes to the Chart of Accounts without limiting User access and more……

Course Content:

Taught using a blend of instructional lecture and demonstrations, this seminar will cover:

  • Review the QuickBooks "Names" lists (vendor, employee, customer and 'other')
        How to add an Icon to access a composite list of all of QuickBooks names lists.
  • The problem(s) with Missing and/or Duplicate Invoice numbers
        How to find missing/duplicate invoice numbers and resolve them.
  • The nightmares of entering YTD or After-the-fact Payroll information
        The 'hidden' feature that makes it easy to enter or change Payroll data.
  • Ever wish other users who need access to your Chart-of-Accounts couldn't change it?
        The way to restrict changes to the Chart of Accounts without limiting access
  • Q&A (additional time will be available following the seminar)

Who Should Attend?

This seminar is designed for any QuickBooks user, including accounting professionals, who want to learn how to make QuickBooks do things you always wanted it to do, but never knew it could.

Prerequisite: Basic working knowledge of QuickBooks functionality and terminology

About the Instructor:

William "Bill" Murphy is a Certified QuickBooks ProAdvisor who has been helping small business owners in Oklahoma get the most from their QuickBooks software since 1989. Bill's consulting firm, RRR, Ltd. specializes in helping clients with installation, set-up, use, training and problem resolution for QuickBooks and related Intuit Software. Bill is also a Certified ProAdvisor in QuickBooks Point-of-Sale and QuickBooks Enterprise Solutions. He has over 30 years of teaching and instructional experience, and holds both a Bachelors and Masters degree from the University of Central Oklahoma.


For more information or to make comments:
Corporate Learning
Phone:  (405) 682-7562
Fax: (405) 682-7578
7777 South May Avenue
Oklahoma City, OK  73159-4444

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