Better QuickBooks for a Better Business: Alloy Silverstein Accountants and Advisors introduces the Alloy Academy monthly workshop series to enlighten and empower business owners and bookkeepers with tips and best practices for using QuickBooks accounting software more efficiently.
Each 60-minute workshop takes place at Alloy Silverstein’s Cherry Hill, NJ office location and includes a 15-minute Q&A with Alloy Silverstein’s accountants and software experts. Complimentary lunch will be served.
View Alloy Academy Events and Register
Common Mistakes to Avoid in QuickBooks
September 20, 2017 | 12:00p.m.-1:00p.m.
- Using the accounts receivable and accounts payable features
- Proper account classifications
- Managing credit card transactions
- Tips for a smooth year-end
- Best practices on using account numbers and staying organized
Proper Usage of Accounts Receivable and Accounts Payable in QuickBooks
Wednesday, October 18, 2017 | 12:00p.m.-1:00p.m.
- What is the difference between cash basis and accrual basis?
- Why would a cash basis taxpayer want to use A/R and A/P?
- How to analyze detailed aging reports
- What happens if you only use A/R and A/P part of the time?
- What are the steps in posting a customer invoice and payment?
- What are the steps in posting a bill and payment?
New! Hammonton, NJ Date:
Common Mistakes to Avoid in QuickBooks
October 26, 2017 | 12:00p.m.-1:00p.m. | Kramer Hall, 30 Front Street, Hammonton NJ 08037
- Using the accounts receivable and accounts payable features
- Proper account classifications
- Managing credit card transactions
- Tips for a smooth year-end
- Best practices on using account numbers and staying organized
Sign Up at http://bit.ly/QB08037
“Dating” Problems in QuickBooks
Wednesday, November 15, 2017 | 12:00p.m.-1:00p.m.
- What are some of the common errors?
- Why does it matter?
- What can’t I void an old transaction?
- How should I date journal entries?
What Small Businesses Need to Do at Year-End
Wednesday, December 13, 2017 | 12:00p.m.-1:00p.m.
- 1099s
- Clear out undeposited funds
- Review the general ledger for mis-posted items
- Review the trial balance
- Review A/R and A/P aging reports
- More to-do items for a smooth year-end
Best Practices for the QuickBooks Credit Card Feature
Wednesday, January 17, 2018 | 12:00p.m.-1:00p.m.
- The benefits of tracking expenses by vendor instead of credit card name
- Reconciling credit card statements
- Making partial payments
- Coping with personal charges on company credit cards
Register
Alloy Academy sessions will be on a monthly basis. More dates will follow the initial 5-part series so return to our website, sign up for email alerts, or follow along on social media to be the first to know about upcoming events.
Interested in hosting an Alloy Academy session for members of an organization? Contact us today.
