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.
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
Speaker(s): Richard Melancon, CPA, LSBDC GNOR Business Consultant
Co-Sponsor(s): LED Small and Emerging Business Development Program Xavier University of Louisiana Division of Business Entrepreneurial Institute
Fee: No Cost