Custom Business SolutionsJayne Miller

Customized Services – Real Solutions!

Table of Contents

Basics Intro to Company

Our Websites Resources

Podcasts Classes Types of Classes offered Class Descriptions & Details About our Instructors Contact Us Your Questions & Comments

About Custom Business Solutions

Certified QuickBooks Pro Advisor Peachtree AccountCare Partner Microsoft Small Business Partner Member, American Institute of Professional Bookkeepers Certified Sleeter Group QuickBooks Consultant Notary Public

Custom Business Solutions is software and bookkeeping consulting firm. We were established in 1997 to serve the specialized bookkeeping and training needs of small to midsized concerns in Northern Nevada and the Sierras. Our scope of services includes specialized bookkeeping projects (“shoebox to computer,” setup and cleanup), onsite and in-house training and support, and class instruction in Intuit and Microsoft products. Our QuickBooks classes are developed and taught by our staff of certified consultants, all of whom are experienced in real-world client issues.

Our fully equipped classroom is located in our office at 1755 E. Plumb Lane, Suite 101 in Reno. It has a capacity of six students. Each student is provided with an individual workstation with computer and all relevant, fully up to date software.

Custmbiz.com

Our website www.custmbiz.com has links to valuable resources and discounts on checks and software.

Our training website www.quickbooksgal is your source for class schedules and weekly podcasts. If you have questions or suggestions for future podcasts, please send them to the “QuickBooks Gal”.

Quickbooksgal.com

Our training website www.quickbooksgal is your source for class schedules and weekly podcasts.

If you have questions or suggestions for future podcasts, please send them to the “QuickBooks Gal”.

About our Classes

We have knowledgeable instructors. We offer small class sizes. Students get the one on one instruction needed to succeed. We have our own classroom on site with all the tools any student would need. Certificates of completion are awarded after every completed course.

Our Classes – First in the Series

QuickBooks Pro and Premier Getting Started

Learn how to set-up your company properly. This is a Beginners Class. QuickBooks Basics. First in three class learning series.

QuickBooks Pro & Premier – Part I 

Basic Overview of QuickBooks and Setup w/ Interview

Learn why QuickBooks Pro asks you those questions--learn how your answers affect the program Create a New Company w/ Set Up; Easy Step InterviewCreating a new company fileCompany Info Choosing a "Start Date“Security and passwords for your company filesLists: How they workItems and inventory set-upCustomers, Jobs and Customer Information – Purchasing, inventory flowVendors and Vendor Information - Bills, bill payments, credit memos, job cost, 1099’sSales TaxChart of Accounts - What is it and how does QuickBooks use it?

QuickBooks Pro & Premier – Part I

Income and Expenses Using the Bank Account – checks, electronic funds transfers, recording debit card transactionsBanking and Checking Accounting ReconciliationBacking up and Restoring filesCustomizing your PreferencesKeyboard shortcuts included free!Financial reports – which ones must you prepare and how to understand them

Brief Overview of Setup without InterviewLearn how to Create the three-minute company set-upImport customer, vendor and items’ lists from other files

Our Classes – Second in the Series

QuickBooks Pro and Premier Making the Program Work for You!

Covers vendors and payables; Customers and receivables. Second in the learning series. Basics class required; or have some experience with the program.

QuickBooks Pro and Premier- Part II

Vendors and Payables

Vendor Lists - Add Vendor while recording billRecord BillsChange Date, Change Amount, Net DueVendor Splits – what are they are where do they go?

Vendor Reports – which ones to start withQuick ReportsUnpaid Bills Report A/P Aging Vendor Balance SummaryDelete, Edit or Void – which to use and whenPay BillsCredit Memos and DiscountsPrinting ChecksPay by writing a check – i.e.: Purchase supplies or equipmentCheck DetailMissing Check ReportCustom Reports – Create and memorize reports used repeatedlyUsing and reconciling Credit Cards

QuickBooks Pro and Premier- Part II

Customers/Sales/Receivables/InvoicesCustomer Lists – Add Customer while recording sale

Record Sales:Invoices; Bill to; Ship to Customer Credits and RefundsItem and Customer Drop Downs

Inventory adjustmentsReceipt of Cash on Account or on DepositTransaction History Make Deposits; Cash BackEdit and Correct ErrorsCustomer Reports

Accounts ReceivableA/R agingBalance Summary, Details, RegistersTransaction List

LettersCustomer Center; Customer Detail

Our Classes – Third in the Series

QuickBooks Pro and Premier Getting all you can Get!

Discover general journal entries, inventory, reports, and more. Third in the learning series. First two classes required; or have experience using the program.

QuickBooks Pro and Premier- Part III

 

General Accounting; End of Period Procedures

Change Chart of Accounts’ Names to Numbers (and why?)Inactive AccountsGeneral JournalAdjusting entries Prepaid expenses Other Journal Entries

Owner’s Draws and/or InvestmentsTransfer Funds Between AccountsReports – how to use them to manage your business

Profit and Loss; Balance Sheets, BudgetsBack UpsClosing DateInventory AdjustmentsCredit Cards

Reports – memorizing reports Calculator + -

  

QuickBooks Pro and Premier- Part III

Inventory

Tracking Physical Inventory

Adjustments – VendorsAdj Qty on Hand

Invoice to Customer’s Job

Sales TaxSales Tax Groups Default Sales Tax Liability Report Sales Tax Adjustments Vendors – Items Pay Sales Tax

Estimating and progress invoicingJob items Expenses Bill to Customer’s jobNew job for customer

QuickBooks Pro and Premier- Part III

Tracking TimeTimesheets vs. Single Activity Employees/non-employees Track and Invoice to Customer’s job

Customizing Forms

New Template Changing fields on forms Save/Previous Changing Field Widths

Custom Letters Preparing generic letter

Changing genericDuplicating Creating New Mailing Labels

Jayne MillerOwner, Instructor

Owner, Custom Business Solutions QuickBooks Pro Certified Advisor,

QuickBooks Point Of Sale Certified Advisor, Management Consultant, Peachtree Account Care Partner and Microsoft Small Business Partner

Certified in QuickBooks since 1999 Professional Bookkeeper Professional Trainer/Consultant Sleeter Group Certified QuickBooks

Consultant

Podcasts

We record weekly podcasts (now available on iTunes) on topics of interest. Podcasts are designed to offer answers to questions on QuickBooks and Bookkeeping

topics. Printed versions are available at blog.quickbooksgal.com. We encourage questions and suggestions for future topics.

Customized Classes

We offer a 3-part course curriculum which covers the basics through Job Cost and Financial Reporting.

Our classes emphasize the bookkeeper’s perspective. We will customize classes for your staff of 3 or more. Tell us what you want to learn, and we’ll design a class just for your staff.

Contact Information

If you would like more information about our classes or would like an onsite consultation, please contact us.

Custom Business Solutions1755 E Plumb Lane, Ste 101

Reno, NV 89502775-348-9225 office/cell

775-348-9224 Faxjayne@custmbiz.com

www.custmbiz.com or www.quickbooksgal.com

Your Questions and Comments

We welcome your questions and comments 10 Minute Q & A Email future questions to jayne@custmbiz.com