Click here to view the agenda for each of the
ten lessons (it's in a little free program
called Flipsnack)
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. Learn
best practices to stay out of a mess and
reconcile every time!
Download the
*.QBB data files created when these webinars
were produced (find them under the
QuickBooks tab on my home page)
If you
have two monitors, put the
training video on one monitor
and work in QuickBooks on the
other
monitor.
Session
Description
of modules
Complete
Set
(Download
time is dependent on your
Internet download speed: 2
to 15 mins/video)
1.
Introduction
Familiarize
yourself to be a power user.
Review language, keyboard,
mouse, menu, Icon Bar,
Lists, types, items, forms,
registers, naming, merging
and more.
2.
Inventory
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...
5.
Payroll
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
View
the bonus hour video on
YouTube on managing payables
titled "It doesn't matter
how it was
paid"
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. 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.
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