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"Is there a QuickBooks Retail Solution for You?"

Introduction:

This seminar is designed for any QuickBooks user, and explains how you can make your QuickBooks uniquely yours. Most QuickBooks users find that customizing their software makes them more professional, and helps them save time with day-to-day tasks. This seminar teaches valuable tips and tricks on how to turn on, and modify key features, to make your QuickBooks workplace the best place to work.

Learning Objectives:

By attending this seminar, retail business owners will learn:

  • Customize QuickBooks User Preferences
  • Customize the QuickBooks Desktop and Icon-bar
  • Customize the QuickBooks Home Page and "Data Centers"
  • Customize QuickBooks Report-formats and Report-data
  • Customize QuickBooks Forms and create new forms

Course Content:

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

  • Customizing QuickBooks Company Preferences for all users
  • Customization of QuickBooks User Preferences for each user
  • Customize the QuickBooks Desktop to make it uniquely yours
  • Customize the QuickBooks Icon-bar for your routine tasks and duties
  • Customize the QuickBooks Home-page to add functions
  • Customize the QuickBooks Centers (Vendors, Employees, Customers, etc.)
  • Customize default QuickBooks Report formats
  • Customize QuickBooks Reports to get the data you need
  • Customize & Create QuickBooks Forms using Layout Designer
  • 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 wish to learn tips and tricks for customizing QuickBooks to improve user functionality.

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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