QuickBooks File Set Up

Set up your QuickBooks file for success! The template of your business is the foundation for your workflow. This course helps you understand the preferences you can have per user or on your company as a whole. We will also show you how to put in open balances and get list data into QuickBooks easily. Finally we take you through setting up new users and some navigation tips.

Curriculum

Learning Objectives

• Understand the different user preferences available in QuickBooks
• Understand how to put in opening balances in QuickBooks
• Understand how to easily get list data into QuickBooks

Prerequisites

Intermediate knowledge of QuickBooks Desktop

Instructor Biography

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software.

Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s  2015 QuickBooks Desktop ProAdvisor of the Year.

Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.