Welcome Training Ctr New


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

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Welcome Training Ctr New

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