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Welcome Training Ctr New

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Simply Accounting Plus …

Simply Accounting Plus
Business Training Center
Certified QuickBooks ProAdvisor
Sage Premier Accountant


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  • 1. Welcome
    Simply Accounting Plus
    Business Training Center
    A collaboration of
    Professional Trainers…
    “Education is for improving the lives of others and for leaving your community and world better than you found it.” Marian Wright Edelman
  • 2. PROFESSIONAL TRAINERS
    Bridget M. Chandler
    Accountant/Certified QuickBooks ProAdvisor
    Owner/Simply Accounting Plus Training Center
    Simply Accounting & Bookkeeping Services, LLC
    Katrina Lampkin
    Jr. Accountant/QuickBooks & Turbo Tax Consultant
    Simply Accounting & Bookkeeping Services, LLC
    Wayne Higdon
    Certified QuickBooks ProAdvisor
    25th Hour Accounting Solutions
    Brian Wiese
    Enterprise Solutions Provider/QuickBooks ProAdvisor
    By The Book Solutions Inc.
    Chad Koehnen
    Programmer
    Weston Industries, Inc.
  • 3. TRAINING CENTER PROGRAMS
    “The whole purpose of education is to turn mirrors into windows.” Sydney J. Harris
  • 4.
    • Information Technology
    QuickBooks
    Peachtree and otherSage Products
    Microsoft Office
    • Business Office Equipment
    • 5. Entrepreneurship
    • 6. Tax Preparation
  • INFORMATION TECHNOLOGY
    Microsoft Office Products:
    Excel
    Word
    Publisher
    PowerPoint
    Outlook
    Open Office
  • 7. ACCOUNTING TECHNOLOGY
  • 8. ENTREPRENEURSHIP
    • New Business Formation
    • 9. Federal & State New Business Guidelines
    • 10. Operations & Management
    • 11. Taxation & Compliance
    • 12. Federal & State Employer Guidelines
    • 13. Insurance Requirements
    • 14. Three/Five Year Business Plan
    • 15. Permits & Licensing
    • 16. Recordkeeping/Accounting
    • 17. Small Business Resources
    • 18. Referral Network of
    Professional Providers
    • Payroll, Human Resources,
    & Employee Benefits
  • 19. “Education is the ability to meet lifes’s situations”
    Dr. John G. Hibben
    “It is possible to store the mind with a million facts & still be entirely uneducated.”
    Alec Bourne
    “A person is educated when one has learned how to learn and change.” Carl Rogers”
    “INVEST IN YOURSELF, IT IS A LIFETIME INVESTMENT!”
    Watch our calendar of classes or schedule a custom tailored training program to meet you personal development and business needs.
  • 20. Updated for Version 6!
    Created by the West Virginia SBDC under Conley Salyer
    Updated by the QuickBooks Point of Sale Team
  • 21. Training Objectives
    After completing this workshop, you should be able to do the following:
    Explain how POS helps manage your store
    Navigate through QuickBooks POS
    Make a sale
    Manage inventory
    Create purchase orders & receive merchandise
    Run reports
    Customize documents and reports
    Complete an end-of-day procedure
    Understand integration with QuickBooks Financial Software
    Understand multi-store exchanges
    See what’s new in POS V6 (Released in Sept. 2006)
  • 22. Accounting Concepts for Contractors
    Bridget M. Chandler, Instructor
    Simply Accounting & Bookkeeping Services, LLC
    1676 Columbia Turnpike
    East Greenbush, NY 12061
    518.512.3632
    www.simplyaccounting-bookkeepingsvcs.com
  • 23. Workshop Objectives
    By the end of this training, you should be able:
    To set up a new company file
    To understand your chart of accounts
    To understand how to generate and read financial statements (Balance Sheet and Profit & Loss)
    To practice creating estimates
    To understand various methods for invoicing customers
    To understand your job cost reports
  • 24. Intuit QuickBooks Enterprise Solutions 9.0Providing leading edge, easy to use accounting and business management solutions
  • 25. 14
    Midsized businesses need…Multiple Users, More User Control & Access
    The users have more defined tasks so they need differing levels/rights of access to data
    Some users are not at the physical location so they need access from other locations
    The actions of the users need to be monitored better with activity tracking (audit trail)
  • 26. Using QuickBooks Payroll
  • 27. Learning Objectives
    Activation and Set-up
    Select a Payroll Service
    Enter Payroll Codes
    Enter Year-to-Date Information
    Define Company Rules/Preferences
    Routine Payroll Functions
    Enter Timesheet Data
    Review and Create Paychecks
    Create Payroll Tax Payments
    Print and File Tax Forms
    Payroll Reports
  • 28. A Simple Start to Managing Your Business Finances
    A Guide to the Essentials
    QB_10/2004_01
  • 29. Introduction to Financial Management
    Why Accounts are Important
    Using Reports
    Managing Essential Tasks: Practice Session
    Tips and Resources
    Appendix: Additional Concepts & Terms
    Financial Management Essentials