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Old October 4th, 2017, 12:15 PM #1
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Quickbooks Training

I'm going to be giving a QuickBooks training class in conjunction with the Maryland Association of CPA's on November 7, 2017 at their computer training center in Columbia. The course is called "QuickBooks for Accounting Professionals". This is a hands on course and is full of tips and techniques on how to get the most out of QuickBooks. Attendees will get a book of the same name. The venue is ideal as participants can follow along with the instructor at a computer that has QuickBooks.

The flyer below has details about course highlights and how to get the lower MACPA member rate. "QuickBooks for Accounting Professionals" will be for sale at Amazon in a few weeks! This is my second QuickBooks book, the first is "QuickBooks for Contractors".
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File Type: pdf Flyer for QB for Accounting Professionals Course.pdf (325.1 KB, 42 views)
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Old October 4th, 2017, 01:07 PM #2
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Is there a special quick books class for sarcastic Engineers and quantum physics is involved?

sorry had do do it...
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Old October 4th, 2017, 01:46 PM #3
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That's covered in the beginner's class
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Old October 4th, 2017, 02:25 PM #4
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Quote:
Originally Posted by Bean Guy View Post
That's covered in the beginner's class
I dont think Ive met you, but I like you already.
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Old October 4th, 2017, 03:55 PM #5
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I'm a bit of a wise guy myself but occasionally I like to listen to a professional. Please carry on.
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Old October 4th, 2017, 03:59 PM #6
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Bought your book for Contractors and love it. How do you recommend entering materials bought with a credit card for job costing purposes?
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Old October 4th, 2017, 04:58 PM #7
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There's a relevant Parks and Recreation episode that comes to mind...
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Old October 4th, 2017, 05:04 PM #8
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Thanks for the kind words on the book. If the below is Greek to you give me a call and we can discuss it - 443-487-7733

There are a few ways to record credit card transactions. All the approaches can allocate costs to jobs.

For the detail oriented, each charge is entered in the Banking section, using the Enter Credit Card Transactions screen. This creates a job cost entry and sets up the liability for the credit card which is paid in a later step. Bookkeepers and accountants like this approach as they can compare the credit card bill with the details in QB. Can be a lot of work if you have lots of transactions, although you can download the details from the credit card company. With the download approach you still have to go through the charges and allocate the charges to jobs.

For those that want to summarize the credit card bill outside of QuickBooks and just enter totals by jobs, this approach can be done in the Vendor section(where you would pay the bill in another step) or in the Banking section under Write Checks.

As I said before, any of the approaches allow you to do job costing. Remember you'll need to pick a job in the "Customer:Job" field to make it work.
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Old October 25th, 2017, 01:33 PM #9
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OP,

I am starting my own business but have absolutely no idea when it comes to Quickbooks. I will be operating a service / sales company. Do you have any suggestions on a good book to get started with?

Thanks.
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Old October 25th, 2017, 07:51 PM #10
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First, congrats on starting your own business! Hopefully you've got it well thought out and can get customers right out of the gate. Getting paying customers is always high on the list and where you'll want to focus your efforts.

Business owners have two ways to go when setting up QuickBooks - I could certainly scour the internet and find a "how to" book that would work for the sales and service business, I don't know any offhand but I'm sure they're out there. You'd get the book, read it cover to cover(Oh sure) and get a copy of QuickBooks and off you go. And maybe you could muddle through. Except that after a while the financial statements would make no sense and then you'd realize, O crap, I didn't know I had to bill sales taxes on product, and how on earth does QuickBooks do that? How do I get my logo on my invoices? How do I ...... ?

The other way to go is to get help before you start. You lay out what you want to do, you get someone that knows QuickBooks to set it up, show you how to process basic transactions and be available for questions. QuickBooks set up is not a do it yourself proposition unless you're an accountant. We do this all the time, and it always cost more when we have to fix it then when we set it up.


   
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