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Custom Business Solutions Jayne Miller Customized Services – Real Solutions! Table of Contents Basics Intro to Company Our Websites Resources Podcasts Classes Types of Classes offered Class Descriptions & Details About our Instructors

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Custom Business SolutionsJayne Miller

Customized Services – Real Solutions!


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Table of Contents

  • Basics

    Intro to Company

    Our Websites

    Resources

    Podcasts

  • Classes

    Types of Classes offered

    Class Descriptions & Details

    About our Instructors

  • Contact Us

  • Your Questions & Comments


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About Custom Business Solutions

  • Certified QuickBooks Pro Advisor

  • Peachtree AccountCare Partner

  • Microsoft Small Business Partner

  • Member, American Institute of Professional Bookkeepers

  • Certified Sleeter Group QuickBooks Consultant

  • Notary Public

  • Custom Business Solutions is software and bookkeeping consulting firm. We were established in 1997 to serve the specialized bookkeeping and training needs of small to midsized concerns in Northern Nevada and the Sierras. Our scope of services includes specialized bookkeeping projects (“shoebox to computer,” setup and cleanup), onsite and in-house training and support, and class instruction in Intuit and Microsoft products. Our QuickBooks classes are developed and taught by our staff of certified consultants, all of whom are experienced in real-world client issues.

  • Our fully equipped classroom is located in our office at 1755 E. Plumb Lane, Suite 101 in Reno. It has a capacity of six students. Each student is provided with an individual workstation with computer and all relevant, fully up to date software.


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Custmbiz.com

  • Our website www.custmbiz.com has links to valuable resources and discounts on checks and software.

  • Our training website www.quickbooksgal is your source for class schedules and weekly podcasts. If you have questions or suggestions for future podcasts, please send them to the “QuickBooks Gal”.


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Quickbooksgal.com

  • Our training website www.quickbooksgal is your source for class schedules and weekly podcasts.

  • If you have questions or suggestions for future podcasts, please send them to the “QuickBooks Gal”.


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About our Classes

  • We have knowledgeable instructors.

  • We offer small class sizes. Students get the one on one instruction needed to succeed.

  • We have our own classroom on site with all the tools any student would need.

  • Certificates of completion are awarded after every completed course.


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Our Classes – First in the Series

QuickBooks Pro and Premier  Getting Started 

  • Learn how to set-up your company properly. 

  • This is a Beginners Class.  QuickBooks Basics. 

  • First in three class learning series.


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QuickBooks Pro & Premier – Part I

Basic Overview of QuickBooks and Setup w/ Interview

Learn why QuickBooks Pro asks you those questions--learn how your answers affect the program

Create a New Company w/ Set Up; Easy Step Interview

Creating a new company file

Company Info

Choosing a "Start Date“

Security and passwords for your company files

Lists: How they work

Items and inventory set-up

Customers, Jobs and Customer Information – Purchasing, inventory flow

Vendors and Vendor Information - Bills, bill payments, credit memos, job cost, 1099’s

Sales Tax

Chart of Accounts - What is it and how does QuickBooks use it?


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QuickBooks Pro & Premier – Part I

Income and Expenses

Using the Bank Account – checks, electronic funds transfers, recording debit card

transactions

Banking and Checking Accounting Reconciliation

Backing up and Restoring files

Customizing your Preferences

Keyboard shortcuts included free!

Financial reports – which ones must you prepare and how to understand them

Brief Overview of Setup without Interview

Learn how to Create the three-minute company set-up

Import customer, vendor and items’ lists from other files


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Our Classes – Second in the Series

QuickBooks Pro and Premier  Making the Program Work for You!

  • Covers vendors and payables; Customers and receivables. 

  • Second in the learning series. 

  • Basics class required; or have some experience with the program.


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QuickBooks Pro and Premier- Part II

Vendors and Payables

Vendor Lists  - Add Vendor while recording billRecord BillsChange Date, Change Amount, Net DueVendor Splits – what are they are where do they go?

Vendor Reports – which ones to start with

Quick ReportsUnpaid Bills Report

A/P Aging

Vendor Balance Summary

Delete, Edit or Void – which to use and when

Pay Bills

Credit Memos and Discounts

Printing ChecksPay by writing a check – i.e.:  Purchase supplies or equipmentCheck DetailMissing Check ReportCustom Reports – Create and memorize reports used repeatedlyUsing and reconciling Credit Cards


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QuickBooks Pro and Premier- Part II

Customers/Sales/Receivables/Invoices

Customer Lists – Add Customer while recording sale

Record Sales:

Invoices; Bill to; Ship to Customer

Credits and Refunds

Item and Customer Drop Downs

Inventory adjustmentsReceipt of Cash on Account or on DepositTransaction History  Make Deposits; Cash BackEdit and Correct ErrorsCustomer Reports

Accounts Receivable

A/R aging

Balance Summary, Details, Registers

Transaction List

LettersCustomer Center; Customer Detail 


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Our Classes – Third in the Series

QuickBooks Pro and Premier Getting all you can Get!

  • Discover general journal entries, inventory, reports, and more. 

  • Third in the learning series.

  • First two classes required; or have experience using the program.


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QuickBooks Pro and Premier- Part III

General Accounting; End of Period Procedures

Change Chart of Accounts’ Names to Numbers (and why?)Inactive AccountsGeneral Journal

Adjusting entries

Prepaid expenses

Other Journal Entries

Owner’s Draws and/or InvestmentsTransfer Funds Between AccountsReports – how to use them to manage your business  

Profit and Loss; Balance Sheets, BudgetsBack UpsClosing DateInventory AdjustmentsCredit Cards

Reports – memorizing reports  Calculator + -


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QuickBooks Pro and Premier- Part III

Inventory

Tracking

Physical Inventory Adjustments – Vendors

Adj Qty on Hand

        Invoice to Customer’s Job

Sales Tax

Sales Tax Groups Default             Sales Tax Liability Report             Sales Tax Adjustments             Vendors – Items             Pay Sales Tax

Estimating and progress invoicing

Job items

Expenses

Bill to Customer’s job

New job for customer


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QuickBooks Pro and Premier- Part III

Tracking Time

Timesheets vs. Single Activity

Employees/non-employees

Track and Invoice to Customer’s job

Customizing Forms

New Template

Changing fields on forms Save/Previous

Changing Field Widths

Custom Letters

       Preparing generic letter

Changing generic

Duplicating Creating New Mailing Labels


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Owner, Custom Business Solutions

QuickBooks Pro Certified Advisor, QuickBooks Point Of Sale Certified Advisor, Management Consultant, Peachtree Account Care Partner and Microsoft Small Business Partner

Certified in QuickBooks since 1999

Professional Bookkeeper

Professional Trainer/Consultant

Sleeter Group Certified QuickBooks Consultant

Jayne MillerOwner, Instructor


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Podcasts

  • We record weekly podcasts (now available on iTunes) on topics of interest.

  • Podcasts are designed to offer answers to questions on QuickBooks and Bookkeeping topics. Printed versions are available at blog.quickbooksgal.com.

  • We encourage questions and suggestions for future topics.


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Customized Classes

  • We offer a 3-part course curriculum which covers the basics through Job Cost and Financial Reporting.

  • Our classes emphasize the bookkeeper’s perspective.

  • We will customize classes for your staff of 3 or more.

  • Tell us what you want to learn, and we’ll design a class just for your staff.


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Contact Information

If you would like more information about our classes

or would like an onsite consultation, please contact us.

Custom Business Solutions

1755 E Plumb Lane, Ste 101

Reno, NV 89502

775-348-9225 office/cell

775-348-9224 Fax

[email protected]

www.custmbiz.com or www.quickbooksgal.com


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Your Questions and Comments

  • We welcome your questions and comments

  • 10 Minute Q & A

  • Email future questions to [email protected]


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