I love QuickBooks® software, and you can too! Easy to follow, step by step instructional videos save time, travel and money. Learn how to use the software effectively and efficiently. You'll also learn When and Why we do what we do (best practices)
Special offer! To get you started on your journey to mastering the software, Eileen is available for a free half hour consult if you buy the complete series.
If you buy the first video and want to own the whole series, if you purchase the whole series within 30 days of buying the first video, I'll refund you the cost of the first video...
Download the *.QBB data files: (email me for samples firstname.lastname@example.org to follow along with the data file created during recording of the videos!
If you have two monitors, put the video on one monitor and open QuickBooks on the other.
IPBC members, please sign in to www.ipbc.ca, then visit the Partner's page (look for the yellow rain slicker and red boots) to access discounted member pricing or click here once you're signed in as a member
Familiarize yourself to be a power user. Review language, keyboard, mouse, menu, Icon Bar, Lists, types, items, forms, registers, naming, merging and more.
From estimate to sales order to invoice, purchase orders, bills, How to use and manage items to set up perpetual, periodic, progress and property inventory tracking, Using the time and billing system, and complying with GAAP reporting of COGS
3. Control Systems
Order of operations can make all the difference, as can document control, but not without a system design.You'll need to know how the audit trail works too.
4. Special Features
Mastering Search, Find, Help, reconciliation of key processes, banking, receivables and payables, Company Snapshot, what business owners need to function, Creation of templates and reports...
Everyone has to be paid. Learn to set up payroll items, employee defaults and employee setup. Timesheets to time & billing, pay cheque creation, e-mail paystubs, Adjust pay cheques, pay liabilities, PD7A, T4's, ROE's
6. Sales taxes & Multi-currency
Manage Sales Tax module, Adding Sales Tax Items, Groups & Tax Codes; HST for Public Sector, RITC setup, Adjusting, filing sales taxes and reconciling returns with records, amending returns
7. Under the hood
Starting up or over is challenging. What you need to know to set up a new company; GIFI for import to Profile T2; Comprehensive review of preferences, users, passwords & maintenance...
8. Fixing a mess
Everyone knows about a mess, Review at least a dozen reasons, how not to get messed up, How to fix a mess. Explore the Client Data Review tool; Look at controlling by design; Promote consistency in how data is entered, how reconciliation, reports and audit trail is easier with consistency
9. Designing your custom conversion
When or is there a best time to convert? What best practices could you employ for set up, importing; Comparisons with prior results; Staff training?
10. Best practices
What are best practices in design, documentation, procedure manuals? How best to use the Accountant's Copy, posting changes and approval by the client of adjusting entries; How to create working papers using the custom report writer, Total By and Sort By; Saving Mem Reports to a group; Opening a group of reports, adjusting entries; Explore adjusted trial balance; Maintenance...and an overview of the previous nine lessons, highlighting the best practices explored in depth in the prior nine presentations
(Download speed: 2 to 15 mins/video)
Order the complete set of ten videos
and...receive a bonus hour video on managing payables titled "It doesn't matter how it was paid"
View your selections on a DVD-R. If you are on a "Lite" package with your Internet provider, this might be your preferred option.
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Please download video's within 30 days
If purchaser needs to download the session video after the initial 30 day period there is a handling charge of $10.00 per video session to extend the download period for an additional 30 days. Videos will remain available for a maximum of 60 days after sale. The complete set of 10 videos plus a bonus video on payables management (1 hours) downloads to Save on your computer (each video is approx. 170MBs). Open the .wmv videos in your favourite media player or with the DVD, view anywhere you have a DVD player.
Honorary Member Disclosure
The Institute of Professional Bookkeepers of Canada has a relationship with Eileen Reppenhagen, CGA. IPBC asked Eileen Reppenhagen to be an honorary member, and to participate in its member forum as an expert; and to make presentations on various tax and accounting topics for members and guests. It means that if you click on a link to make a purchase of products jointly created with IPBC, for example, the video series of Mastering QuickBooks software, will result in a commission being paid to IPBC. In the future, IPBC plans to advertise a selection of Eileen's other products with an IPBC member discount link.
Disclaimer: Eileen Reppenhagen CGA does not research or endorse any product or service appearing in ads posted on this site. Please do NOT rely on or use the information on this website as a basis for a course of action without obtaining appropriate professional advice.Disclaimer: All Apple®, Windows Mobile®, and Android® trademarks remain the property of their respective holders, and are used only to describe the products being provided by The App Code. Any usage of the above-mentioned marks anywhere on The App Code website in no way indicates any relationship, endorsement, or affiliation with the holders of said trademarks.
All Intuit®, QuickBooks® Software,Quicken® Software and Profile® Software trademarks remain the property of their respective holders, and are used only to describe the products discussed on this website.. Any usage of the above-mentioned marks anywhere in this website in no way indicates any relationship, endorsement, or affiliation with the holders of said trademarks other than specifically stated, for example, Certified QuickBooks ProAdvisor.