Wednesday, April 8, 2015

Tony sent in this summary of the information from our first class:

Email: mslizny@gmail.com

Before you accept a book-keeper's job, find out if they have a licensed accountant.  A licensed accountant can indemnify you through their insurance policies.

QuickBooks uses the Generally Accepted Accounting Principals (GAAP)

Book-keeping is for creating and keeping financial transaction records
Accounting involves the interpretation and preparation of financial statements, tax returns and internal reports

Internal controls - Every record keeping system needs quality controls built into it. 


Accounting includes measuring the financial effects of economic activity, financial reporting of values, and performance measures to those that need the information.

Internal controls 
(1) minimize errors 
(2) detect and deter theft, embezzlement, fraud, and dishonest behavior of all kinds

Sample Internal controls:
  • Don't get a signature stamp
  • Put passwords and access levels on Quick books files
The home page is divided into five areas: Vendors, Customers, Employees, Banking & Company

​If ADP does payroll, you import ADP's Excel format file into your QuickBooks. 

Time tracking is important because it enables you to pass those costs along to the client.  QuickBooks enterprise are units that are separately purchased that are custom tailored by industry (e.g. Non profits).

A balance sheet reflects assets, liabilities, & equity
Assets - what a business owns
Liabilities - what it owes
Capital or Equity - what it worth

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