QuickBooks For Integrators

Back to Courses

Course Content

Introduction

Course Introduction

The VITAL Method Overview/Introduction

Module 1 - Fundamentals & Setup

The VITAL Method Fundamentals

The VITAL Method Chart of Accounts

The VITAL Method “Rules” for Item Types & Names

Creating & Managing an Item List

Groups & Subtotals

Summation of Learning From Fundamentals & Setup

Module 2 - Revenue Recognition

Revenue Recognition Overview (Cash vs. Revenue)

Intro to Customer Center

Managing Mix and Margin to Maximize Profitability

Creating Estimates (and template)

Requests for Payment (RFPs)

Progress Invoice Forms

Sales Receipts, Customer Returns, Discounts

How to Invoice and Track Service Calls

Customizing Form Graphics

Summation of learning from Module 2

1 of 3