Wisconsin Department of Agriculture, Trade and Consumer Protection

serving the state of wisconsin since 1839

DATCP works to assure safe food, healthy people, animals, plants and environment, vibrant agriculture and fair business practices.

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Webinar Archives

Intermediate Quickbooks

Workshop Description

This workshop takes the participant one step farther in using Quickbooks for your accounting needs.

Webinar Archive

User Setup and Restoring Data. Review how to set up users and restore company data.
Setting a Closing Date. Secure your information by setting a closing date.
Audit Trail. Back track what has been done.
Backups and File Sharing Options. How to back up your files.
Verify, Rebuild, and Clean-up Company Data. Maintain company file for accuracy.
Customizing the Desktop and Icon Bar. Shortcuts for your desktop.
Reconciliation Discrepancy Report. How to locate discrepancies.
Voiding Old Checks. You have old checks that need to be voided, but they are in a closed period and you don’t want to change prior period balances.
Undeposited Funds Account.  Eliminate old undeposited funds.
Accounts Receivable Reports. What your accounts receivable report should look like. Includes how to do a credit memo.
Sales Tax. How to adjust the sales tax due.
Multiple PCs and Online Licensing. Speakers answer questions about the different types of Quickbooks and licensing restrictions.
How to set up classes to track. Separating wholesale, direct, additional income, etc.
Prepayments. When you get a payment in before the customer was invoiced.
Writing Off Bad Debts. How to write off bad debt accounts
Handling Barter Payments. Record barter payments.
Statement and Finance Charges. Learn how to put finance charges on invoices.
Adding Custom Sales to Customers. Tracking custom sales to CSA Customers.
Optimum Financial Statement Set-up. Set up your financial statements properly.
Customer Contact List. Use this to filter extra fields that were added to the customer.
Modify and Save Reports. Learn how to use the memorize feature.
1099s. Capturing and printing 1099 information.
Budgeting Feature and Subaccounts. Using the budgeting feature, and the value of subaccounts.
Credit Cards. How to keep track of credit card chargers in Quickbooks.
Payroll. How do manage payroll in Quickbooks.


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