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ACCOUNTS PAYABLE & RECEIVABLE, AGENT BILLING & INTEGRATION WITH QUICKBOOKS® – 4 HOURS
Upon completion of this session, administrators will be familiar with entering Accounts Payable & Receivable information. Integration to QuickBooks® is taught in detail. 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

The course is for Administrators, full or part time, responsible for deal management. The Trainer will focus specifically on Closing the Transaction and the implementation and verification into QuickBooks®.

  • Accounts Payable
    • Confirm Agent set-up in QuickBooks® as a Vendor
    • Enter Outstanding Bills for Vendors/Suppliers
    • Enter a Bill with recoverable costs (ie. group advertising)
    • Pay a Bill
    • Track and Report Accounts Payable
  • Agent Billing/Accounts Receivable
    • Confirm Agent set-up in QuickBooks® as a Customer
    • Set up Monthly Recurring charges
    • Set up Additional Items Time/Costs tracking
    • Create Invoices
    • Memorize Invoices for monthly billing
    • Track and Report Accounts Receivable
  • Integration with QuickBooks®
    • Activate automatic access to Commander Back Office
    • How the integration works via Accounting menu
    • Establish procedure for closing transactions
    • Cheques alignment