This day is for people using the MAC Desktop Edition of QuickBooks. The morning will consist of setting up a company, working with the chart of accounts and setting it up for a typical LLC (we will also talk about Corporations), as well as setting up sales items, inventory items, and sales taxes.
In the afternoon, transactions will be made such as Debit card expenditures, credit card purchases, checks, Wire transfers, and bank transfers. We will also cover creating invoices for customers using items, receiving money from customers and entering the deposit in the QuickBooks bank account that you created in the morning on the Chart of Accounts. There will be some simple reports run to show what transactions you have entered.
If you are using a QuickBooks for Mac version older than 2016, download and install the free trial, before converting to QuickBooks Online. You must be logged in as the Administrator in both your QuickBooks Desktop for Mac company file and your QuickBooks Online account. For Mac users wanting the newest from QuickBooks, QuickBooks Online for Mac 2018 is an easy and intuitive way to run your business on your Mac and on the go from any device. Track income, expenses, and profit information all in one place. Connect accounts. Link banks and credit cards for automatic downloads and sorting 5.
We will also reconcile a credit card account once we have transactions in it. Please bring a notebook with you to take notes! This class is perfect to accountants who use QuickBooks or have clients who use it, small Business Owners-Sole Proprietorships and S-Corps, and administrative or Executive Assistant positions. Rescheduling & Cancellation Registration fee: Each class or program includes a non-refundable registration fee (10% of the price, but no more than $100 per class). Class Rescheduling/Cancellations: Students may cancel up to 7 business days before the start of a class or program and receive all monies paid, less the non-refundable registration fee.
Cancellations made within 24 hours of registration receive a full refund, including the registration fee, provided the registration is not the business day before the class. Students may log into their profile and reschedule their class themselves. There are no cancellations or reschedules allowed within 7 business days. However, a student may reschedule the class per the retake policy guidelines. For exigent circumstances, students may submit a special request by email which will be considered on a case-by-case basis.
Please make sure that ALL rescheduling requests from students should go to Please DO NOT reach out to NYIM Training about any cancellation and refund policy exemptions. Instead, have them reach out directly to NYIM Training to schedule a free retake if within six months. Student should contact to schedule a “retake.” and/or directly contact the school at 212.658.1918. Bundles & Bootcamp Packages: Packages of classes and certification bundles can be completed within two years of the purchase date. There are no cancellations allowed within 7 days of the start of a program, which is the start date of the first class. Individual classes in the program may be rescheduled up to 7 business days before the start date of the class.
Retake Policy Students are allowed to retake a course once within six months of the course date if the class is running with an available seat. To be eligible for a retake, students must complete the evaluation form provided at the end of the class. To submit a retake request, please email the school directly. You will be notified three business days before the class whether a seat is available.
Moving your QuickBooks Desktop for Mac file to QuickBooks Online? Here's a step-by-step guide to help you get it done. If you are using QuickBooks for Windows, refer instead to. Step 1: Review some critical information before you start converting your file. If you are using a QuickBooks for Mac version older than 2016, download and install, before converting to QuickBooks Online. You must be logged in as the Administrator in both your QuickBooks Desktop for Mac company file and your QuickBooks Online account. You can only convert your QuickBooks Desktop data within the first 60 days of your QuickBooks Online company start date.
When you convert, your Desktop file will replace your Online file and overwrite any existing information. Do not convert your file if you've already turned on Payroll in QuickBooks Online. Your QuickBooks file must be under 350,000 targets (file size does not matter). If you're over the target limit, you'll only be given the option to import your lists and/or balances. Inventory can only be imported from QuickBooks Desktop for Windows.
If you want to import your inventory, save your company file as a QuickBooks Desktop for Windows file, open it on a Windows computer, then import using the latest version of QuickBooks for Windows. There are some information that. If you receive any errors while importing, you can. Step 2: Export your QuickBooks Desktop Mac file. Open your QuickBooks Desktop for Mac company file. Go to File Export to QuickBooks Online.
Don’t’ see the option to export? If you don’t have the option and you’re using QuickBooks Desktop for Mac 2016 or later,. Step 3: Connect to QuickBooks Online to import your data. Sign in to your existing QuickBooks Online account using your user ID and password. Note: Creating new account is not recommended during import.
Having trouble making a copy of your file? If at this point, you encounter an error or are having issues making a copy of the company file,. Select OK, got it. You’ll receive an email confirmation once the import is done. Note that it can take up to 24 hours.