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Which QuickBooks seminar would interest you the most?

Jones & Roth has started a QuickBooks seminar series. These seminars will be approximately three to four hours long.

Below is a list of seminar topics. From the results of this survey, we can prioritize which seminars to have first.

Please take a moment to rank the following topics in order of importance:
( 1 being the most important, 7 being the least important topic)

Helpful Hints

  • Quick keys
  • Setup passwords
  • Customize preferences
  • Backup & restoring files
  • Year-end backup disc
  • Setting up new G/L accounts
  • Merge G/L accounts
  • Setup and use classes
  • Download QuickBooks updates
  • Create and import changes in Accountants Review

Payroll

  • Setup payroll items
  • Setup employee
  • Process payroll
  • Print checks, stubs and reports
  • Pay payroll taxes
  • Process quarterly payroll reports - 941, OQ, 940 payment
  • Process annual payroll reports - W2s, WR, 940 EZ
  • Void/delete payroll checks
  • Record payroll liability adjustment
  • Downloading payroll updates

Banking

  • Reconcile bank and credit card accounts
  • Print bank reconciliation reports
  • Writing checks
  • Voiding checks (current month and prior month)
  • Online bank services
  • Entering manual checks

Inventory/Purchase Orders

  • Setup inventory items and quantities
  • Enter purchase orders
  • Enter inventory bills
  • Process inventory sales invoices and credit memos
  • Print inventory reports
  • Record inventory adjustments
  • Process 1099s
  • Memorize reports

Financial Statements

  • Customize F/S (percentage, YTD, Monthly only, etc.)
  • Memorize reports

Sales and Invoices

  • Setup items
  • Process sales invoices
  • Process cash sales
  • Memorize invoices
  • Customize sales invoices/statements
  • Receive customer payments
  • Make bank deposits
  • Print sales reports

Job Costing

  • Setup job
  • Record purchases
  • Tracking time
  • Print job costing reports
  • Use Classes
  • Billable vs. non-billable
  • Setup COG (cost of goods sold) accounts

Other Topics:

Company and Contact Information
* = required fields

*Company Name:
*Contact Person:
Current QuickBooks Version: 2002 2003 2004 2005
*Email Address:
*Phone Number:
Fax Number:

QuickBook specialty software niche interest:
(multiple selections are welcome)

Non-profit

Construction

Enterprise (outgrowing QuickBooks)

Eclipse (wholesale & distribution)

Which kind of seminar experience would you be most interested in attending:

Seminar setting -- no computers, no cost

Workshop setting -- with computers, hands-on instruction, small cost

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Yes, please send me updates on seminars, workshops and other information regarding        QuickBooks via e-mail.

Thank you for your time!
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