WHAT WILL YOU LEARN?

CREATE TRANSACTIONS

Simplify the everyday booking process by quickly and easily creating new transactions or importing transactions directly from you bank!  Vendor bills, customer, invoices, sales orders are just to name a few.

ITEM CODES 
(and how to use them)

Quickbooks relies on item codes for several different processes such as payroll, inventory, and customer billing.  Learn how to set these up correctly for your new company or best practices at fixing item codes that have gotten out of hand.

PREPARE FINANCIAL REPORTS

Pull profit and loss reports directly from one online source: statement of cash flows, balance sheets, and income statements all available to help you determine financial well being of your company.

SALES TAX REPORTING

Confused about sales taxes?  You're not alone!  If setup properly, Quickbooks will track and report on Sales Taxes to help keep you in compliance.

PROCESSING PAYROLL

Create a schedule of automatic transactions that pay all employees weekly, bi-monthly, or monthly. Manage all employee hours, including overtime, in the cloud database. 

CHART OF ACCOUNTS

Organize all purchases made for the business and personal use in one database, track spending habits for specific stores to determine where your money is  going.

FACE-TO-FACE

Come into the office for one 4 hour course where you will learn to understand your way around QuickBooks®; creating transactions, reconciling bank accounts, and preparing financial reports. 

CALL US

Tel: 540.735.9713 • Fax: 540.373.6586

EMAIL US
HOURS

Mon - Thurs: 9am - 1pm by appointment

OVER 10 YEARS EXPERIENCE

Founder and CPA Samuel Foltz has been working with individuals and businesses for over 10 years.

VISIT US

2601 Princess Anne St., Suite 201 

Fredericksburg, VA 22401 

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© 2018 bookSmarts Education, LLC