Simply Accounting Plus Business Training Center Certified QuickBooks ProAdvisor Sage Premier Accountant

1. Welcome Simply Accounting Plus Business Training Center A collaboration of Professional Trainers… “Education is for improving the lives of others and for leaving your community and world better than you found it.” Marian Wright Edelman

2. PROFESSIONAL TRAINERS Bridget M. Chandler Accountant/Certified QuickBooks ProAdvisor Owner/Simply Accounting Plus Training Center Simply Accounting & Bookkeeping Services, LLC Katrina Lampkin Jr. Accountant/QuickBooks & Turbo Tax Consultant Simply Accounting & Bookkeeping Services, LLC Wayne Higdon Certified QuickBooks ProAdvisor 25th Hour Accounting Solutions Brian Wiese Enterprise Solutions Provider/QuickBooks ProAdvisor By The Book Solutions Inc. Chad Koehnen Programmer Weston Industries, Inc.

3. TRAINING CENTER PROGRAMS “The whole purpose of education is to turn mirrors into windows.” Sydney J. Harris

5. Entrepreneurship

7. ACCOUNTING TECHNOLOGY

9. Federal & State New Business Guidelines

10. Operations & Management

11. Taxation & Compliance

12. Federal & State Employer Guidelines

13. Insurance Requirements

14. Three/Five Year Business Plan

15. Permits & Licensing

16. Recordkeeping/Accounting

17. Small Business Resources

19. “Education is the ability to meet lifes’s situations” Dr. John G. Hibben “It is possible to store the mind with a million facts & still be entirely uneducated.” Alec Bourne “A person is educated when one has learned how to learn and change.” Carl Rogers” “INVEST IN YOURSELF, IT IS A LIFETIME INVESTMENT!” Watch our calendar of classes or schedule a custom tailored training program to meet you personal development and business needs.

20. Updated for Version 6! Created by the West Virginia SBDC under Conley Salyer Updated by the QuickBooks Point of Sale Team

21. Training Objectives After completing this workshop, you should be able to do the following: Explain how POS helps manage your store Navigate through QuickBooks POS Make a sale Manage inventory Create purchase orders & receive merchandise Run reports Customize documents and reports Complete an end-of-day procedure Understand integration with QuickBooks Financial Software Understand multi-store exchanges See what’s new in POS V6 (Released in Sept. 2006)

22. Accounting Concepts for Contractors Bridget M. Chandler, Instructor Simply Accounting & Bookkeeping Services, LLC 1676 Columbia Turnpike East Greenbush, NY 12061 518.512.3632 www.simplyaccounting-bookkeepingsvcs.com

23. Workshop Objectives By the end of this training, you should be able: To set up a new company file To understand your chart of accounts To understand how to generate and read financial statements (Balance Sheet and Profit & Loss) To practice creating estimates To understand various methods for invoicing customers To understand your job cost reports

24. Intuit QuickBooks Enterprise Solutions 9.0Providing leading edge, easy to use accounting and business management solutions

25. 14 Midsized businesses need…Multiple Users, More User Control & Access The users have more defined tasks so they need differing levels/rights of access to data Some users are not at the physical location so they need access from other locations The actions of the users need to be monitored better with activity tracking (audit trail)

26. Using QuickBooks Payroll

27. Learning Objectives Activation and Set-up Select a Payroll Service Enter Payroll Codes Enter Year-to-Date Information Define Company Rules/Preferences Routine Payroll Functions Enter Timesheet Data Review and Create Paychecks Create Payroll Tax Payments Print and File Tax Forms Payroll Reports

28. A Simple Start to Managing Your Business Finances A Guide to the Essentials QB_10/2004_01

29. Introduction to Financial Management Why Accounts are Important Using Reports Managing Essential Tasks: Practice Session Tips and Resources Appendix: Additional Concepts & Terms Financial Management Essentials