Target Audience: Small business owner who wants to understand his/her bookkeeping Office Manager who is responsible for providing accurate financial data Bookkeepers.
Judee Slack, EA CFP
Slack Tax, Inc.
Course Goal: This web cast is designed to teach the new user how to set-up and customize the features within QuickBooks to address the specific needs of your business.
Topics covered include:
- 1. setting up a customized “Chart of Accounts”
- 2. creating a customer database
- 3. understanding and setting up “Items”
- 4. creating a vendor database
- 5. customizing the icon bar
- 6. setting up “Preferences” Printed training material is available (additional fee) with this seminar package.
Who Should Attend: Small business owner who wants to understand his/her bookkeeping Office Manager who is responsible for providing accurate financial data Bookkeepers.
This course consists of 3 web casts giving you the capability to view each web cast at your own convenience.
Judee Slack is a professional advisor in all areas of small business services, personal & financial strategies and resolution of any type of tax related problem. She has been providing these services in the Orange County, CA area since 1979.
Judee has been assisting small business owners with QuickBooks support since the mid-1990’s and has been a QuickBooks Certified Professional Advisor since 1999. In 2000, she developed this training class designed to help the small business owner understand, maintain and control the financial health of his/her business through QuickBooks.