In-house courses provided

Our trainers are fully bilingual English/Spanish, have many years of bookkeeping, Excel and QuickBooks experience and are passionate about teaching.

• Install/Setup your QuickBooks software
• Setup and clean your chart of accounts and item lists
• Help you get QuickBooks Payroll setup correctly
• Customize your forms and QuickBooks settings
• Train you and/or your team in the proper use of Quickbooks
• Reconcile your bank accounts
• Teach you how to create custom reports 
• Help you understand your financial statements

• Instalación y configuracion del QuickBooks software
• Configuración y clasificación de las cuentas contables y listas de inventarios, proveedores, clientes, etc.
• Ayuda en la configuración del QuickBooks Payroll
• Ajuste y personalizacion de los formatos en QuickBooks
• Capacitación a los empleados para el manejo del QuickBooks
• Conciliación de las cuentas bancarias
• Teach you how to create custom reports 
• Help you understand your financial statements

• Working with Workbook, Worksheets, Worksheet Tabs
• The FILL Handle
• Calculations: Formulas and Functions (SUM, AVERAGE, COUNT, MAX, MIN)
• Formatting for Design
• Formatting & Data Types: Numbers, Dates, Times, Percentages, Text
• Sorting Data
• Row and column formatting & manipulation
• Printing and Page Setup

• SUBTOTAL, Filters
• VLOOKUP, HLOOKUP
• Merge Data with Lookup Functions
• Error Handling
• Pivot Tables

•  IF Function
• AND OR Functions
• SUMIF Function
• INDEX, MATCH
• Merge Data with INDEX, MATCH Functions
• Text Manipulation
• Cleaning Data
• Table Objects