QuickBooks Desktop Consulting

Lawrence & Lawrence offers training on the QuickBooks Desktop software (not QuickBooks Online) with our in-house QuickBooks ProAdvisor, Jan Freyou.

Training can take place in our office, or even at your place of business in order to better assist you in understanding the QuickBooks Desktop software.  We offer both individual training, or group classes – read more below about the different options and decide which type of training would be best suited for you and your business!

Individual Training

One-on-one training sessions are tailored to meet your specific accounting needs, including setting up a new Company and streamlining the software (chart of accounts, sales items, vendors, customers, and employees), using only the modules you need.
If you're interested in an individual training session, please call for a quote or email jfreyou@llcpa.com.


Group QuickBooks Training
from 175.00

Our group classes are broken up into two parts, and are run on separate days. Each part is a day-long class (8:30a.m. to 4:30p.m.), and LLCPA will provide each participant with a computer to work from during the class with updated software.  Classes are $175 per day and lunch will also be provided.

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Janice (Jan) Freyou
Certified ProAdvisor
and Class Instructor


Phone:
251-450-6342

E-Mail:
jfreyou@llcpa.com

About the Instructor

Jan Freyou has been in public accounting for twenty-five years.  She is a Certified Pro Advisor for the Desktop Versions andtrains ingroup and individual settings.   Jan has been training end users on QuickBooks desktop software fortwenty years .   She specializes in software training and system implementation.

Jan is also an Enrolled Agent with the Internal Revenue Service and deals with IRS matters.  She also prepares corporate tax returns as well as payroll and sales tax returns.


Group Training



Introduction to basic Bookkeeping
/ Chart of Accounts
/ Cash vs. Accrual
/ Understanding the Balance Sheet
/ Profit and Loss with Margins


Sales Tax
/ Setting up sales tax authorities + groups
/ Charging sale tax
/ Paying sales tax
/ Adjusting sales tax

Bank Reconciliation
Understanding the difference between an Unreconciled Balance of zero and the balance per your general ledger.

Closing a Month
When to set a closing date
Printing pertinent month end reports

Printing Useful Reports

 

QuickBooks Pro, Part I

Setting up a new Company & Preferences
How to customize QuickBooks to suit your
business needs


Navigating the software
Tips for getting around quickly and shortcuts

Handling Your Customers
/ Invoicing
/ Sales Receipts Payments
/ Credit Memos Handling
/ NSF checks Printing


Handing Your Vendors
/ Bills
/ Bill Payments
/ Checks
/ Credit Memos
/ Voiding checks

Handling Your Inventory
/ Understanding QuickBooks Costing Method
/ Setting up inventory items
/ Purchasing + Selling Inventory
/ Price Levels
/ Adjusting inventory


 

Using Custom Fields for Advanced Reporting

Memorizing Transactions

Working with an Accountants Copy of your data

Customizing Templates

Creating Collection Letters

Condensing your data

Enter Vehicle Mileage

Alerts Manager

Online banking

 

QuickBooks Pro, Part II

Setting up Users and assigning access to various areas of Software

Training on all aspects of Payroll
/ Setting up payroll items
/ Setting up employees
/ Paying Employees
/ Using weekly time sheets to pay employees
/ Voiding payroll checks
/ Maintaining compliance with payroll tax payments
/ Paying payroll taxes
/ Preparing quarterly payroll tax returns
/ Preparing w2's

Making General Journal Entries

Working with Reports and Lists
/ Audit trail report
/ Modifying reports
/ Filtering reports
/ Exporting reports to Excel
/ Sorting lists
/ Merging lists
/ Customer and Vendor Profile list