Quickbooks for Managers

This workshop is designed for business owners to generate management information from QuickBooks. Learn how to obtain key decision-making information about your business.

Note: After registration you will be asked to 'Continue' to Zoom to receive your personal meeting link. Failure to register your information in Zoom will result in you being unable to access the meeting.

Topics include:

• Schedule useful reports to ensure that vendor discounts are taken.
• Track sales each month to ensure that budgets are achieved
• Monitor customer collections to verify that cash is received timely and accurately.
• Customize your forms (invoices, statements, estimates, etc.) to include:  Collection messages, Holiday announcements, New Product Availability alerts, etc.
• Create user IDs and passwords to limit each user; access while promoting higher productivity
• Generate a Company SnapShot to quickly review operational status, and
• Implement segregation of duties to identify and/or reduce employee theft