We all know how frustrating it is when you are trying to get a task done and something is just not making sense. You search online for answers, but it isn’t quite what you need. You even try calling your mother for help!
We’ve been there ourselves – and we want to help you through it. Growth is one of our core values here at MBS, and that includes providing you with support as you grow and succeed in your business!
If you are doing your own bookkeeping, the financial information you are getting from your QuickBooks software needs to be accurate and useful. You know the old saying, “garbage in, garbage out”? To make sure you aren’t putting “garbage in,” you need to know how to enter information correctly into QuickBooks.
To help you navigate QuickBooks Online or Desktop, we offer support and training in three ways: online classes, one-on-one consultations, and free YouTube tutorials.
1. Virtual Classes for QuickBooks
Once a month, from September to May, we offer a 4-hour online training class that’s open to the public. The class includes four hours of instruction that’s specific to either QuickBooks Online or Desktop. We cover topics such as customizing your file preferences, accounts receivable, accounts payable, bank feeds and reconciliations, reporting, and much more.
We limit the class size in order to give you personalized attention. Before the class, we call you to identify your particular questions and issues that we will address during the class. Plus, we mail you a printed training manual for you to keep for your reference!
Check out the dates of our upcoming classes and sign up here.
2. One-on-One Training for QuickBooks
Do you feel more comfortable learning one-on-one? Do you want to discuss specific QuickBooks issues more in-depth? If so, individual customized training may be a good fit for you.
Our training can assist first-time and intermediate level users, as well as provide a refresher of things you once knew. We want to make sure that however extensive your involvement with QuickBooks is, we provide you with support and information that is accurate and useful.
Contact us for more information, so we can chat about how one-on-one training can meet your needs!
3. YouTube Tutorials
With virtual training on the rise, we have seen a need for documenting answers and solutions to frequently asked QuickBooks questions. YouTube tutorials are an excellent way to learn. Best of all, they are free to view!
On our YouTube channel, we have created customized tutorials for worldwide viewing. We have tutorials for both QuickBooks Online and QuickBooks Desktop. Check out the new tutorials we recently posted:
Applying Vendor and Customer Credits
If you return a product to a vendor or receive a discount because of incomplete work, for instance, you will be paying less than the stated amount on the original bill. The amount of the bill should not be changed to the reduced amount. Rather, create a vendor credit and apply that to the bill when you are issuing the payment.
Similarly, you may need to issue a credit to a customer after you have invoiced them. To keep accurate records, the original invoice should not be changed. Instead, we show you how to create a customer credit which can be applied to the invoice.
Correcting Loan Balances
A common issue we encounter when cleaning up our client QuickBooks files is discrepancies between a bank loan balance and QuickBooks loan balance. This often occurs because the payment in QuickBooks has not been split between principal and interest. We show you how to correct this.
You can also learn more about our company and our team, and access videos pertaining to Human Resource issues. Don’t forget to like and subscribe! 🙂
Now we have a few questions to ask you: What would you like to see a QuickBooks tutorial for? Do you want to use QuickBooks in a more efficient way? Do you want to learn and grow with us?
Send us a message with your questions and concerns. We would love to create a learning experience just for you and support you along your journey of continuous improvement.
As Megan Beckler, our CEO, reminds us, “It comes down to having a mindset for growth.”