HOW TO 
YOUR OWN BOOKKEEPING USING A SOFTWARE
STEP 1. CHOOSE A SOFTWARE BELOW BASED ON THE NEEDS OF YOUR BUSINESS
A. QUICKBOOKS ACCOUNTING SOFTWARE
(Paid Software)
Income & Expense Graph | Profit & Loss (Income Statement) | Balance Sheet | Accounts Receivable Aging Report
QuickBooks Features:
Invoicing – Batch Invoicing/Customized Invoice Template
Electronic Invoices and Payments
Billing – Writing Checks/Payables Tracking
Customized Chart of Accounts
Custom Products & Services List
Track Multiple Locations & Departments
Budgeting & Forecasting
1099 Tracking, Preparation & Printing
Inventory – Inventory Tracking/Management
Multi-user Access
iCloud Document Sharing
Multiple customized reports for business stance, CPA, and tax professional
B. WAVE ACCOUNTING SOFTWARE
(Free Software)
Income & Expense Graph | Profit & Loss (Income Statement) | Cash Flow Analysis | Accounts Receivable Aging Report | Accounts Payable Aging Report
Wave Features:
Invoicing – Customized Invoice Template
Electronic Invoices and Payments
Billing – Writing Checks/Payables Tracking
Customized Chart of Accounts
Custom Products & Services List
1099 Tracking
Reports for business stance, CPA, and tax professional
A. QUICKBOOKS ACCOUNTING SOFTWARE TRAINING (1 HR)
$90
What You Will Learn:
Setting up customers and vendors
Adding Items for the services you offer
Customizing the Chart of Accounts – adding, merging, deleting
Creating Invoices and receiving payments
Entering bills and making payments
Writing and printing checks
Importing transactions from bank
Deleting Invoices, bills, items, voiding checks
Reconciling bank and credit card accounts
Assigning vendors for 1099, and generating 1099’s/1096
Generating and customizing income Statement, Balance Sheet, Customer Receivables Aging Report, and other relevant reports
Working with assets, liabilities, and equity vs Income, expenses
Setting up QuickBooks for your business type – S Corp, C Corp, LLC (single member), LLC (multi-member), or Sole Proprietorship
Navigating QuickBooks
B. WAVE ACCOUNTING SOFTWARE TRAINING (1 HR)
$70
What You Will Learn:
Setting up customers and vendors
Adding Items for the services you offer
Customizing the Chart of Accounts – adding, deleting
Creating Invoices and receiving payments
Entering bills and making payments
Writing and printing checks
Importing transactions from bank
Deleting Invoices, bills, items, voiding checks
Reconciling bank and credit card accounts
Generating income Statement, Balance Sheet, Customer Receivables Aging Report, and other relevant reports
Working with assets, liabilities, and equity vs Income, expenses
Setting up Wave for your business type – S Corp, C Corp, LLC (single member), LLC (multi-member), or Sole Proprietorship
Navigating Wave
STEP 3. SELECT YOUR APPROPRIATE DATE & TIME FOR YOUR TRAINING
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