#0500 - Company File Preferences (QuickBooks + Management Accounting Training)
Under the QuickBooks hood:
How to fine-tune your "accounting engine"
to suit your company's financial needs
File preference choices are numerous, often under-estimated, misunderstood and even ignored. Yet, you'll see through this training that the selections you make can have a huge impact on how your system operates and responds. This class will help you make the right choices to tailor your accounting system to meet the specific needs of your individual business.
Introduction to Company File Preferences
- What are Company File Preferences?
- Why are they important?
- Where are they located, and who can change them?
Choices and Insights for Company Preferences
- Accounting Preferences - Why would we use the “show lowest sub-account only” selection?
- Bills Preferences - Should we “Automatically Use Discounts and Credits?”
- Desktop View Preferences - Can we modify what's included on our home page?
- Finance Charges Preferences - Should we include finance charges on overdue accounts?
- Jobs & Estimates Preferences - Why would we use the Progress Invoicing feature?
- Reminders Preferences - How do we decide whether to see information in detail or in summary?
- Reports & Graphs Preferences - How do we show negative numbers in red, with parentheses?
- Sales Tax Preferences - What elements should we consider?
- Send Forms Preferences - Can we e-mail froms directly from QuickBooks?
- 1099 Preferences - What should we know about creating year-end 1099 forms?
- Time Tracking Preferences - What choices impact our time sheets, and how?
See – Listen – Touch – Ask – Learn ...
You'll see the seminar on your screen, hear the instructor as she guides you through concepts and techniques, you'll use your keyboard to enter certain keystrokes, and voluntary “Quick Quizzes” are provided at intervals throughout the course, so you know what you've mastered and what you might want to review. As an added bonus, you can email Info Plus with questions about the course material. One of our experts will personally respond to you within 1-2 business days.
Additional training & reference materials included:
When you enroll, you'll receive a file with at least 15-20 pages of class reference materials. Use the handouts during the presentation to take notes, then keep your documents for reference you're working with your own QuickBooks accounting system. You also can access the training module in the future if you want to review it again. $97
