QuickBooks Sales Workflow – Transactions & Customization

Choosing the right transaction types your business will use is crucial.  Too many types will require wasted time from your staff.  Too few and we may not be able to get the reporting necessary to make business decisions. This course takes you through different sales transaction types in QuickBooks.  We have use cases and scenarios to help foster ideas of how you can use your own QuickBooks file.  We also have an in depth understanding of the results of sales transactions on your reporting.

Curriculum

Learning Objectives

• Understand the different sales transaction types in QuickBooks
• Understand the results of sales transactions on your reporting

Prerequisites

Basic QuickBooks Desktop knowledge

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.