QuickBooks is a line of business accounting software developed and marketed by Intuit.

The software has become popular among small business owners who have had no formal accounting training.   It includes the Basis and Pro versions as well as industry-specific versions.  Businesses use QuickBooks for entering sales receipts, tracking expenses. preparing and sending invoices, sales tax tracking & payment, preparation of basic financial statements and reports, purchase order processing, and inventory management.  There is an add-on available for payroll processing. 

Intuit has instituted a program called the QuickBooks ProAdvisor Program.  Members must successfully pass a written exam, on an annual basis, to maintain their status.  Certified Advisors are listed on the QuickBooks web site. 

For those that do not have a formal accounting background, QuickBooks can appear to be quite a challenge to master.

For example, when writing a check to pay your car insurance what account to you charge the transaction to: Insurance Expense or Auto Expense?   If you buy a $700 lap-top computer do you charge it to Equipment Expense or to a fixed asset account?

There are instructional classes for QuickBooks offered at most community colleges for a reasonable fee.  Occasionally a seminar is offered at a local hotel during a weekend.  However, the best instruction available is usually one-on-one in YOUR office working on YOUR financial files.   Most people prefer to learn the software by actively inputting data versus watching a video.  Our training method allows you participate in the training session. 

If you reside in Pinellas county, Florida, a training session can be scheduled to fit your schedule.  There is no additional charge for additional employees to participate in the same session.

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