Start getting ready for next year's tax season, understand how well you are or aren't doing (and what you can do about it), or to learn what you need to know to set up your new company's books and financial records.To set up notification options for your planned transactions on iOS devices, go to iOS Settings > Money Pro, for Mac open the Main Menu > Money Pro > Settings.Shouldn't you hire someone to teach you how to effectively use the accounting software that you will be relying on to discover how well you are (or aren't) doing? Or generate an accurate profit and loss statement for your lender when you decide to expand or buy a competitor or another business?Or would you rather walk in the dark with no financial lantern?Let me show you via my personalized, one on one classes and training how to solve some of the following common accounting software, bookkeeping issues and problems:Help you pick the right QuickBooks program , Pro for Windows and Pro for the Mac, Online and Simple Start) for your business and converting company files from other software programs such as Peachtree, Microsoft Small Business Accounting, and Quicken.Use my Intuit Solution Provider and Reseller status to obtain the desktop software at a discount or QuickBooks Online for up to 35-50% off Intuit's regular price. I can also get you QuickBooks Pro or Premier 2017 for the PC or QuickBooks Mac 2016 or extra licenses for the previous year (2016) at my cost if you sign up for credit card processing through me Set-up your initial financial Chart of Accounts applicable to your business (something software can't personally provide) including bank, petty cash, employee advances, fixed assets and other assets, credit cards, loans, payroll, sales tax payable, and other liabilities, taxable and non taxable sales or services, inventory and non inventory items, other charges like postage, mileage, parking, ferry tolls, etc, payments and discounts, billing rates, custom prices, fixed or nut expenses (the bills you have to pay every month) versus variable and setting up tax lines for most accounts to make it easier to file your income tax returns and save on your accountant's fees Explain why your chart of accounts should be numbered and when you should use classes Set up your accounting software for On-line Banking for real-time knowledge on where your account balances currently are at including some credit cards (unless you like to pay over limit and NSF fees) The proper way to record personal credit card charges so you can reimburse yourself Show you how to turn on certain accounting preferences in QuickBooks related to your business Establish correct service or inventory items, classes, and adjusting Inventory (and if you sell informing you why it is important to keep track of your shipping costs) Using custom billing rates for employees and creating custom price levels for products and services.Using integrated third party applications correctly so you can track what they do to your company file.Job Costing and Estimates (and explaining how to convert your estimates into a sales order or an invoice) Bank, Petty Cash, Credit Card, and other Account Reconciliation Bill and Credit Card Posting including matching up net credit card receipts to charges Show you how to design your own customized Estimates, Invoices, Statements, or Sales Receipts with your company logo Demonstrate the proper way to receive and deposit customer payments Teach you how to file your City & State B&O and Sales Taxes and the proper way to remit the latter (hint, it isn't a check)Show you how to map your lines on your tax return to your profit and loss and chart of accounts so you can do your own taxes.Online Payroll and direct deposit through QuickBooks whether you have one five, or 18 employees Use QuickBooks to prepare your Payroll Taxes and Forms (Unemployment, Worker's Comp, & IRS) and pay them online Filing and organizational advice to keep your financial and office files in shape (such as using color tabs for certain types of files such as green for customers, blue for vendors, etc.) Preparation of monthly, quarterly, and year end management financial reports including profit and loss, balance sheet, cash flow predictions, and who are your most profitable customers or job productivity.I am a member of the Better Business Bureau, the QuickBooks ProAdvisor Program, the Intuit (the folks who make TurboTax, Quicken, and QuickBooks to name a few products) Accountant's Inner Circle which advises the company on ways to improve their products (I recently identified a bug in an older version of QuickBooks Pro and suggested a way to fix it) and make them more consumer friendly (gasp!). I am available evenings and weekends if you work during the day and I am willing to travel throughout Western Washington State to bring my classroom to you.I have taught "Ten Things You Need to Do to Set Up Your Start Up's Books Correctly" at the Renton Almost Free Biz School and accounting and bookkeeping fundamentals at the Six Hour Start Up Conference. On the Outlook Help menu, click Check for Updates. If all Outlook updates are applied and you still dont see the Export button, look for Export on the Outlook File menu. In the Export to Archive File (.olm) box, check the items you want to export, and choose Continue.From the Quicken Tools menu, choose Category List. TeachStreet is a web site that brings together local teachers and inquiring students. I have been asked by Bellevue College to teach basic and advanced (payroll and taxes) QuickBooks classes.I have a Bachelor's degree from the University of Iowa, completed two years of law school (before escaping, smile), was the former operations and office manager with a "cents" of humor for a non smoking professional services (architectural) firm that did around 2 million a year in business, had 15-18 employees, and a 22-30% profit margin. During my two and half years with the firm, I was invited to speak about my experiences with QuickBooks and office management issues at my professional association's national convention.Previously, I was a career temporary (administrative assistant) for seven years, securities arbitrator, real estate agent, VISTA volunteer for Solid Ground (formerly Fremont Public Association), and patient financial and collections representative for the UW Medical Center.All you have to gain is your self-confidence and self-respect by learning how to make your bookkeeping and accounting software program work for you, instead of the other way around. Classes are offered at your home, business, quiet coffee shop if you have a laptop, or are willing to come to my Northeast Seattle place. More details about what I can train you in and the cost is at the bottom of this ad or at drquickbooks.
You can add detail by creating subcategories within a category. You can customize the Category List by creating categories of your own and deleting or hiding categories that you don't need. Select if this is going to be an Income or Expense type, or if it will be a Subcategory of a broader parent category. Type in a Category Name and Description. You can organize categories into category groups that you can use in budgets and in budget, cash flow, and summary reports.You can create, edit, or delete a group of categories used for budgeting purposes. Editing, changing, or deleting a category or subcategoryCategory groups give you a simplified picture of your finances when you create reports. When your life circumstances change (for example, if you become a parent), it is usually more efficient to add all the categories from the appropriate list. Specialized investment categories, which begin with an underscore (such as _DivInc), appear in the Category List as soon as you add an investment account.Depending on how you answered questions during setup, Quicken may have included category lists organized around lifestyle factors such as marriage, owning a business, and so on. Your reports show the subcategory amounts as subtotals for their parent category. Quicken checks a list of thousands of payees to see if the payee name is recognized. If a split transaction with a matching payee is found, Quicken asks you to edit the transaction if the amounts are different from the amounts for the memorized payee. If there is a QuickFill or memorized payee, Quicken prefills the Category field with the category used in that transaction. How Quicken suggests categories for transactions I enter manuallyWhen you enter a transaction, Quicken searches the Memorized Payee List and then the register for a transaction with a matching payee that was entered within the last year. How? Quicken follows certain rules. Instead of budgeting a specific amount for each category, you can assign the categories Movies and Books to the category group Discretionary, and budget $100 a month for Discretionary expenses.When you run your budget report, Quicken totals the amounts you spent on movies and books and displays the total under Discretionary expenses.If you decide that you don't like the name of a category group, you can easily change it, and if you decide you no longer need a category group, you can delete it.To make sure that you can get the most out of Quicken and to speed up entering transactions, Quicken helps fill in the Category field automatically. The online banking service reads each code and translates it to a Quicken category. How Quicken suggests categories for transactions you update from your financial institutionWhen you download credit or charge card transactions from your financial institution, the data may include a merchant code for each transaction. You can customize Quicken's register preferences to turn off this feature.The selected business data Quicken uses to categorize your transactions is provided by infoUSA, Inc.(TM) If you change the category, Quicken remembers your change. If no matching payee is found, Quicken leaves the Category field blank.If you'd like to use the category Quicken suggests, just record the transaction as you normally would. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. (See "Editing, changing, or deleting a category or subcategory" above") If found, that category is put in the register.Quicken will not suggest a category for downloaded bank transactions with a payee such as VISA or MasterCard.ATM transactions and transaction download service charges may be labeled EFT for electronic funds transfer.You can edit transactions to change the category either before or after updating the register. If no matched payee is found, Quicken assigns a category to the new transaction based on the merchant code.When processing transactions that use Compare to Register (WebEntry or Pocket Quicken), Quicken checks for a category in the transaction during the Compare to Register process. First, matched payees and split transactions are categorized as described above. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Standard message and data rates may apply for sync, e-mail and text alerts. 14,500+ participating financial institutions as of October 1, 2018. Phone support, online features, and other services vary and are subject to change. Third-party terms and additional fees may apply. Quicken 2007 Setting Up Sub Categories Full Payment IsYou may cancel before renewal date. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). Full payment is charged to your card immediately. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. The App is a companion app and will work only with Quicken 2015 and above desktop products. How use download manager for login access mac folxFull payment is charged to your card immediately. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase, plus 3 free bonus months, if applicable. You can manage your subscription at your My Account page. You can manage your subscription at your My Account page. For full details, consult the Quicken Membership Agreement. You may cancel before renewal date. ![]() VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. There are numerous other credit scores and models in the marketplace, including different VantageScores. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. Other product and company names mentioned herein are property of their respective owners. The other Equifax marks used herein are trademarks of Equifax Inc. EQUIFAX is a registered trademark of Equifax Inc. Quicken is a registered trademark of Intuit Inc., used under license. Illustrations © Adam Simpson. Payment links are only available for Quicken Home & Business.
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