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  • QuickBooks Training & Implementation

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  • QuickBooks continues to be the popular choice for small business owners because of its ease of use and affordability, however, many users do not achieve the full benefits the software offers.  Ortiz CPA & Company Complete Business Solutions can help your business setup your system and use it to your full advantage, but more importantly, help you achieve the confidence and effectiveness necessary to fully become proficient and efficient on the usage of QuickBooks.  We can also assist you with assessing your financial reporting needs.

    Ortiz CPA & Company Complete Business Solutions is able to train you to perform or offer to complete the following QuickBooks services:

    • Install and implement the QuickBooks accounting software at your site
    • Tailor your company preferences
    • Navigate through QuickBooks efficiently
    • Build and customize the chart of accounts
    • Set up the financial structure based on your business type (i.e., owners & liability, inventory, accounts payable, accounts receivable, payroll, etc.)
    • Utilize online downloads from your bank and other financial institutions
    • Implement QuickBooks to use merchant services account (i.e., Visa, MasterCard, American Express, Discover)
    • Build and customize financial reports
    • Perform bank reconciliations
    • Provide continuing support and assistance as needed
    • Use the Employee Organizer 
    1. Add employees
    2. Track raises & promotions
    3. Enter leaves of absence
    4. Terminate employees
    • Customize and maneuver everyday transactions such as
    1. Selling: invoices, sales receipts, payments, deposits, credit memos and customer statements
    2. Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks and credit memos
    3. Inventory: purchase orders, receive items and adjust inventory
    4. Sales Taxes: set up, adjust, pay and report sales taxes
    5. Banking: bank reconciliations and locate discrepancies, online banking
    • Accounting basics
    1. Prepare and record general journal entries
    2. Set up and use subaccounts
    3. Set up and use class tracking
    • Create customized templates for your financial documents (i.e., purchase orders, invoices)
    1. Add, delete, resize and reorder columns
    2. Filter and format reports
    3. Save reports and create memorized report groups