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INSTALL AND SET UP QUICKBOOKS - 6 HOURS
The main purpose of this session is to ensure QuickBooks is correctly installed, registered and configured.This session is usually completed by the user with their office Accountant and/or Bookkeeper. REQUEST THIS COURSE HERE

 
• OVERVIEW
• TRAINING
   INTRODUCTION
   LOCATION
   FRONT OFFICE
   BACK OFFICE
    - SESSION 1
    - SESSION 2
    - SESSION 3
    - SESSION 4
    - SESSION 5
    - SESSION 6
    - SESSION 7
• RELATIONSHIP PLAN
• WEBSITE DEVELOPMENT
• EVENT CALENDAR

This course is intended for administrators, managers, and broker/owners charged with managing the accounting component that quick!Office Commander automatically integrates to and from. We can assist the office with installation and registration of QuickBooks®

  • Install and Register QuickBooks®
  • Set up Company Preferences
    • Accounting options, including fiscal year end date
    • Chequing options
    • Finance Charges options
    • G.S.T./P.S.T. information and reporting periods options
    • General options
    • Integrated Applications options (including allowing access to quick!Office Commander Back Office)
    • Jobs and Estimates options
    • Online options
    • Payroll and Employees options
    • Purchases and Vendors options
    • Reports and Graphs options
    • Sales and Customers options
    • Send Forms options
    • Spelling options
    • Time tracking options
  • Set up Chart of Accounts with Opening Balances
  • Set up all Employees/Staff for Payroll, including calendar YTD amounts and Register for Payroll Compliance (if applicable)
  • Back up and Restore
  • Set up Class Tracking (if applicable)
  • Overview Help Menu