QuickBooks® Installation & Training by CGA

Features of QuickBooks®

 

We sell QuickBooks®

QuickBooks® 2003 please call
QuickBooks® 2003 Pro please call
 * Prices are subject to appropriate taxes

Installation

  • install the QuickBooks® software on a single-user or multi-user environment

  • draw up conversion plan

  • set up chart of accounts

  • set up departments (for departmental accounting)

  • set up multi-currency functions as appropriate

  • set up customers and vendors

  • set up inventory

  • set up payroll

  • set up GST/PST-related lists


Training

chart of accounts, customers and vendors
  • maintain accounts
inventory
  • maintain items
  • set up price levels
customers
  • invoice a customer and, receive payments 
  • create estimates, progress bill a customer based on estimates
vendors
  • enter and pay bills
multi-currency
  • set up foreign customers, vendors
    maintain currency list
  • deal with customers and vendors
  • deal with exchange gains and losses
payroll
  • set up employees
  • track time
  • set up appropriate payroll items
  • manage payroll
  • create pay checks
  • create T4
GST/PST
  • record tax liability and make tax payments
banking
  • transfer funds between bank accounts
  • reconcile bank statements and accounts
reporting
  • use appropriate reports for day to day operation and management reporting
others
  • back up data
  • process credit card payments with QuickBooks®  
  • invoice a customer online
  • integration with MS® Word and Excel

 

QuickBooks® is a registered trademark of Intuit Inc.

 

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