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KeithGormezano
Stumped by QuickBooks, Quicken, POS, (PC or Mac)?
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Is your income statement or profit and loss report "wrong" or "zero" but you know that you made sales in QuickBooks or Quicken?
Does your sales tax payable account in QuickBooks have a huge balance but you know that you paid it?
Does your bank balance show a negative number but you know you have the money?
When you look at your chart of accounts, do you wonder why your "undeposited funds" account has a large positive number?
Do your payroll liabilities show a large number but you know you paid them?
Do your credit card accounts show a large negative number but you know you paid them?
Is your inventory too low or large but you purchased the goods used to create it? And sold them? Or not showing up at all?
Is your Cost of Goods Sold (purchase) account incorrect (it should be equal to the purchase price of your sold merchandise)?
Is your Point of Sale system not interfacing with your QuickBooks Pro, Premier, or Enterprise financial software?
Have multiple users tried to log in but the system has kicked them out and you know you have enough user licenses for each of them?
Have you been unable to add bank or credit card accounts, download transactions, or properly assign them to categories?
I can probably help you with these and other QuickBooks or Quicken problems in either the PC or Mac and any version of the program.
As "Dr. QuickBooks & Quicken", a Certified QuickBooks ProAdvisor with additional certification in their Point of Sale and Enterprise software, former "COO", and VISTA volunteer, I help set up, review, train, help, and support small businesses and individuals using either program in either the PC or Mac versions.
My personalized services include the following:
* Confirming that you picked the right Quicken, QuickBooks, or other accounting and bookkeeping software program for your business;
* Walking you through the upgrade process if you have an earlier version of Intuit or competitor's products or showing you how to convert your company files from other software programs into QuickBooks or Quicken (Money or earlier versions of Quicken only);
* Setting-up and reviewing your initial Chart of Accounts (including mapping them to the most likely tax lines so you can do your own taxes);
* Setting up service, inventory, other charges like shipping or delivery, discounts, payments, and sales taxes (are you aware that in 22 states, you have to charge local sales tax based on where the product or services is delivered), and other items to use to create your invoices, estimates, or sales receipts, classes like different locations, and creating and adjusting Inventory;
* Job Costing and Estimates and how to convert Estimates into straight or progress Invoices and run a job cost report;
* Bank, Petty Cash (and why you should have one), Credit Card, and other Account Reconciliation;
* Set up and interface QuickBooks for On-line Banking for real-time knowledge or where you stand with your bank and credit card accounts and balances;
* Bank and Credit Card download including matching up net CC payments when the credit card processing company takes them out of the payment you receive such as PayPal;
* Showing you how to design your own customized Invoices, Estimates, Statements, and Sales Receipts including the proper way to receive and deposit payments;
* State B&O and Sales Taxes for the City & State (Monthly, Quarterly or Annually) including the proper way to pay them from within the program;
* Online Payroll through QuickBooks;
* Payroll Taxes (State Unemployment, Worker’s Comp, Federal Forms 940 and 941/944, W-3 and W-2s) and the correct way to pay your payroll liabilities;
* Online payment for the above tax forms;
* Selecting which vendors must give you a W9 form and which fields in your chart of accounts qualify for a 1099 Form ;
* Preparation of management financial reports including profit and loss, balance sheet, cash flow predictions, job costs, and employee productivity (latter requires a special set up);
I am a former securities Arbitrator and a current member of the QuickBooks ProAdvisor Program, the Intuit (the folks who make TurboTax, Quicken, and QuickBooks to name a few products) TurboTax, Quicken, and Accountant's Inner Circle which advises the company on ways to improve their products (I recently identified a bug in the QuickBooks Pro 2008 program and suggested a way to fix it) and make them more consumer friendly (gasp!) and Biznik - the local effective social business networking group of over 50,000 national members and is free to join and post your no charge profile to promote your business.
I have taught "Ten Things You Need to Do to Set Up Your New Business's Books Correctly" at the Renton Almost Free Biz School, accounting and bookkeeping principles at the Six Hour Start Up Conference, and was the subject of an article Spotlight on a QuickBooks Instructor: Teaching Small Businesses to Fish on the TeachStreet Blog.
As someone who uses a current version of Quicken for Home and Business to keep track of my own spending. Quicken is a scaled down version of QuickBooks.
Several of my business clients asked me to set them up with Quicken for Mac, Quicken Deluxe , Quicken Premier, and Quicken for Home and Business so they could use online banking (you are responsible for confirming with your financial institution that you can do this), better track their small business and personal income, expenses, and investments including their home's value and loan payoff, and in some cases, their rental properties and other investments.
I can also help you do the same for your personal spending.
Let me show you how to use both for your business or personal finances. Learn how to set up accounts, download bank transactions, write or record checks, categorize your income and expenses, create reports, and export your information to your tax preparation software.
Or you can suffer.
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