Intro to QuickBooks 2007/2008            (101)    $15 fee On Demand! Although most small business owners are worried about revenue, running a business involves a lot of other tasks. QuickBooks is a tool you can use to automate the tasks you’re already performing as a business owner or to set up a new business. This class is designed to give you an overall view of how QuickBooks accomplishes these tasks and to familiarize you with the accounting and business terms used within QuickBooks. This class is for you if: You are a new QuickBooks user You are upgrading from a prior version to QuickBooks 2007/2008 You are deciding if you should use QuickBooks for your business You will learn how to: Get around in QuickBooks Decide which edition of QB is right for you Work with multiple QuickBooks companies Understand basic accounting terminology Find answers to your questions within QuickBooks  File Setup                                 (102)        $15 fee  On Demand! A QuickBooks company contains all the financial records for a single business. Before you can use QuickBooks, you need to tell QuickBooks about your business so that it can set up your company file. Setting up your company file properly is the most important thing you can do to help yourself manage your business efficiently and with confidence. Discussion will include some of the decisions you need to make before using QuickBooks, such as your QuickBooks start date and the number of QuickBooks companies you should create. This class is for you if: You are just starting your business You are converting your accounting to QuickBooks You are considering converting your accounting to QuickBooks You will learn how to: Create a new QuickBooks company using the EasyStep Interview Set QuickBooks preferences in the Interview Record the opening balance for a checking account Practice using the QuickBooks Help tools  Maintaining Lists                        (103)     $15 fee  On Demand! QuickBooks lists organize a wide variety of information, including data on customers, vendors, inventory items, and more. Lists save you time by helping you enter information consistently and correctly. When you store information on a list, you enter it once and never need to retype it. This class is for you if: You need to add or maintain your company chart of accounts Add or maintain Customers and Vendors to QuickBooks Add or maintain items you buy and sell within QuickBooks Wish to automate more of your accounting tasks You will learn how to: Add new and edit the company chart of accounts Add new and edit Customers and Jobs Add new and maintain existing Vendors Identify and add custom fields Manage lists in QuickBooks    Processing Sales           (104)       $15 fee                      On Demand! Any time you make a sale in your business, you record it in QuickBooks on a sales form. A sales form can be an invoice (when you expect payment to come later), a sales receipt (when you expect payment at the time you make the sale), or a credit memo. This lesson covers the basics of selling to individual customers. This class is for you if: You sell to your customers on a cash and carry basis You invoice your customers later for your products and or services You have customers that return items You will learn how to: Mainatin a sales History for each Customer Maintain Customer account balances for invoicing Send Customers reminders statements including finance charges (if necessary) Memorize and recall recurring charges to Customers Correctly adjust sales tax and/or inventory for customer returns

Receiving Payments & Deposits    (105)    $15 fee On Demand Now that the sale is made, we need to handle to money. This class builds Processing Sales as we learn to handle Customer payments in all their variations. Whether Cash, Check or Charge, we will cover how to manage getting the money from your cash drawer or mailbox to the bank. This class is for you if: Make Bank Deposits Record Customer payments at the time of sale or after the sale Use QuickBooks or any other merchant for Credit Card processing. You will learn how to: Record customer payments in QuickBooks Handle customer discounts, partial payments, overpayments Record a deposit in QuickBooks, and learn the importance of Undeposited Funds Enter cash back from a deposit in QuickBooks Process credit card payments   Entering & Paying Bills            (106)      $15 fee            On Demand Some business owners, especially if they own smaller, home-based businesses, pay their bills when they receive them. Most business owners, however, find it more convenient to pay bills less often. (They also like keeping the cash in the company for as long as possible.) If you don’t plan on paying your bills right away, QuickBooks can help you keep track of what you owe and when you owe it. This class is for you if: You wish to manage cash flow by paying bills when they are due Take advantage of discounts for prompt payment terms Need to track Vendor information by their invoice number Wish to tie purchases to Purchase orders You will learn how to: Enter a bill in QuickBooks Pay a bill in QuickBooks Enter a discount on a bill from a vendor  Banking                       (107)            $15 fee                    On Demand Banking transactions are the starting point for many of QuickBooks most powerful features. The concepts used in the bank accounts are foundational to all the other Balance Sheets accounts in QuickBooks. The banking features also touch every other section of QuickBooks (i.e.depositing customer receipts and paying payroll taxes). And of course, answer the age old question - "How much is in the checkbook?" This class is for you if: Your company writes checks or uses a debit card for purchases You need an accurate checkbook balance You need to find transactions you have previously entered You enter transactions directly in the registers You want to check your entries for errors You will learn how to: Write a QuickBooks check Use bank account register Enter a handwritten check, debit card purchase, electronic withdrawal Transfer money between accounts Reconcile a QuickBooks bank account What You Own and Who You Owe    (108)    $15 fee On Demand In this lesson, we'll discuss the other Balance Sheet accounts that get used every day, including Credit Card, Asset, Liability and Equity Accounts. This class is for you if: You invest in items your company will keep for more than 1 year Loan money to employees or others and process the payments Need a list of assets for insurance or tax purposes Pay bills or loans in installments Pay bills using a credit card Carry a credit card balance (don't pay off each month) Lend or borrow money with the owners of your company "Pay" your company's owners and do not withhold taxes You will learn how to: Track credit card transactions in QuickBooks Make a credit card payment Create company asset records in QuickBooks Maintain loans and liabilities in QuickBooks Understand the basics of equity and QuickBooks equity accounts Accounting Made Simple reserves the right to cancel or reschedule classes not meeting a minium of 2 students. All eQB Classes are limited to 25 students maximum.