Custom Business Solutions Jayne Miller

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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

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• 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, 1099s
• 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

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• 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
• Owners 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 Customers 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 Customers 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 Customers job
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• Customizing Forms
• New Template
• Changing fields on forms Save/Previous
• Changing Field Widths
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• Custom Letters
•        Preparing generic letter
• Changing generic
• Duplicating Creating New Mailing Labels

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Jayne MillerOwner, Instructor

• 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

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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 bookkeepers
  perspective.
• We will customize classes for your staff of 3 or
  more.
• Tell us what you want to learn, and well 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
• jayne_at_custmbiz.com
• 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 jayne_at_custmbiz.com