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QuickBooks Mike Berke ProcessMenders (585) 752-8085 April 28, 2015.

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Presentation on theme: "QuickBooks Mike Berke ProcessMenders (585) 752-8085 April 28, 2015."— Presentation transcript:

1 QuickBooks Mike Berke ProcessMenders Mike@ProcessMenders.com (585) 752-8085 April 28, 2015

2   Class Layout  Feb 14  Feb 21  Feb 28  Mar 7  Mar 14 QuickBooks 1:00 PM 2:00 PM 3:00 PM Start End Break 3:30 PM

3 February 14: Introduction Accounting Basics Creating a Company QuickBooks Home Screen How the Money Flows Accounts and Categories Checking Account and Savings Account Add Vendors, Inventory and Customers QuickBooks Mike Berke MBerke@ProcessMenders.com

4 February 21: Review/Questions from Last Week QuickBooks Home Screen How the Money Flows Adding More Vendors, Inventory and Customers Ordering (Purchase Orders) Sales Invoices Billing QuickBooks Mike Berke MBerke@ProcessMenders.com

5 February 28: Review/Questions from Last Week QuickBooks Home Screen Receiving Payments Paying Bills Invoices Billing QuickBooks Mike Berke MBerke@ProcessMenders.com

6 March 7: Review/Questions from Last Week QuickBooks Home Screen Checking Account – Reconciliation/Balancing Savings Account Loans Depreciation QuickBooks Mike Berke MBerke@ProcessMenders.com

7 March 14: Review/Questions from Last Week QuickBooks Home Screen Running the Business Practice Wrap UP QuickBooks Mike Berke MBerke@ProcessMenders.com

8 Account Categories

9 Mike Berke MBerke@ProcessMenders.com Home Screen

10 Mike Berke MBerke@ProcessMenders.com Home Screen

11 Mike Berke MBerke@ProcessMenders.com QuickBooks New Vendor Dialog

12 Mike Berke MBerke@ProcessMenders.com QuickBooks Vendor #1 Taprell Loomis 2160 Superior Avenue E Cleveland, OH, 44114-2102 Phone: (216) 781-6000 Fax: (216) 771-2572 Contact: David Chilcote

13 Mike Berke MBerke@ProcessMenders.com QuickBooks Vendor #2 Eastman Kodak Co. 343 State St. Rochester, NY 14650 Phone: (585) 726-1198 Fax: (585) 726-8743 Contact: Jon Fleisher

14 Mike Berke MBerke@ProcessMenders.com QuickBooks Vendor #3 Staples 343 State St. Rochester, NY 14650 Phone: (585) 726-1198 Fax: (585) 726-8743 Contact: Jon Fleisher www.staples.com

15 Mike Berke MBerke@ProcessMenders.com QuickBooks New Customer Dialog

16 Mike Berke MBerke@ProcessMenders.com QuickBooks Client #1 Mr. & Mrs. John Schneider 2740 Lake Road Webster, NY 1414580 Phone: (585) 671-1234 Job: Wedding

17 Mike Berke MBerke@ProcessMenders.com QuickBooks Client #2 Mr. & Mrs. John Schneider 2740 Lake Road Webster, NY 1414580 Phone: (585) 671-1234 Job: Family Portrait

18 Mike Berke MBerke@ProcessMenders.com QuickBooks Client #3 George Eastman 926 East Ave. Rochester, NY 14024 Phone: (585) 726-5347 Job: Senior Photos

19 Mike Berke MBerke@ProcessMenders.com QuickBooks Client #3 George Eastman 926 East Ave. Rochester, NY 14024 Phone: (585) 726-5347 Job: Home Documentation

20 Mike Berke MBerke@ProcessMenders.com QuickBooks New Inventory Part Dialog

21 Mike Berke MBerke@ProcessMenders.com QuickBooks New Inventory Parts Picture Frame: 8 x 10 Finish: Gold Vendor: Frames America 123 Main St. New York, NY 10010 Cost:$12.00 Price:$19.95 Contact: Jim Wilson Phone: (212) 555-1212 jwilson@framesam.com Credit Limit: $1,000.00

22 Mike Berke MBerke@ProcessMenders.com QuickBooks New Inventory Parts Picture Frame: 8 x 10 Finish: Silver Vendor: Frames America 123 Main St. New York, NY 10010 Cost:$12.00 Price:$19.95 Contact: Jim Wilson Phone: (212) 555-1212 jwilson@framesam.com Credit Limit: $1,000.00

23 Mike Berke MBerke@ProcessMenders.com QuickBooks New Inventory Parts Picture Frame: 11 x 14 Finish: Silver Vendor: Frames America 123 Main St. New York, NY 10010 Cost:$17.00 Price:$39.95 Contact: Jim Wilson Phone: (212) 555-1212 jwilson@framesam.com Credit Limit: $1,000.00

24 Mike Berke MBerke@ProcessMenders.com QuickBooks New Inventory Parts Film: VPN200 Pro-Pack Vendor: Eastman Kodak Co. 343 State St. Rochester, NY 14650 Phone: (585) 726-1198 Fax : (585) 726-8743 Contact: Andrew Lotze Phone: (585) 555-1212 alotze@kodak.com Credit Limit: $5,000.00

25 Mike Berke MBerke@ProcessMenders.com QuickBooks New Inventory Parts Item: 13x13 Bride’s Album Cover Cost: $22.50 Sell Price: 69.50 Vendor: Taprell Loomis 2160 Superior Ave. Cleveland, OH 44114 Phone: 1-800-662-1000 Fax : 1-800-276-2572 Contact: Bill Bowen Phone: 1-800-662-1000 bbowen@tap-usa.com Credit Limit: $5,000.00

26 Mike Berke MBerke@ProcessMenders.com QuickBooks New Inventory Parts Item: 7x9 Parents’ Album Cover Cost: $11.50 Sell Price: 45.50 Vendor: Taprell Loomis 2160 Superior Ave. Cleveland, OH 44114 Phone: 1-800-662-1000 Fax : 1-800-276-2572 Contact: Bill Bowen Phone: 1-800-662-1000 bbowen@tap-usa.com Credit Limit: $5,000.00

27 Mike Berke MBerke@ProcessMenders.com QuickBooks Download Practice File Downloading Practice File from ProcessMenders.com 1.Open Firefox or Internet Explorer 2.Type www.processmenders.com into the address bar 3.At the bottom of the screen, click on Veterans’ Outreach Center QuickBooks Class 4.Click on Download Sample QuickBooks Practice File

28 Mike Berke MBerke@ProcessMenders.com QuickBooks Downloading Practice File from ProcessMenders.com 1.In “What Should ……” Window, select SAVE

29 Mike Berke MBerke@ProcessMenders.com QuickBooks Downloading Practice File from ProcessMenders.com 1.Click on OK 2.Open QuickBooks 3.Under FILE, select OPEN or RESTORE FILE

30 Mike Berke MBerke@ProcessMenders.com


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