Data Services


(How to Use & Learn)

Data is the most important part in Quickbooks® as the entire business runs on it. QB Data Services INC believes in providing excellent training. We are a leading source of Quickbooks® Training, Classes and Knowledge. We have been providing professionally high quality informative training. It is gaining the trust of Clients who wanted to enhance their Knowledge about Intuit Quickbooks Software and data services. And we hope that all our Quickbooks® Certified pro-Advisors will contribute their Knowledge and efforts to the quality training on the data file and the Quickbooks Softwares.

Quickbooks Certified ProAdvisor

We are a team of Quickbooks® Certified ProAdvisor providing the Training and Classes for required Quickbooks® Software and Data Files.Quickbooks® ProAdvisors are well Qualified and Certified to deal with any problems that any client may come across in their Quickbooks® Software or data file.


Big and vast access of Quickbooks Desktop Software gives you more ability to do lot of things than online Quickbooks.


Quickbooks® enterprise is highly advanced software providing the insights about how your business doing with a huge entering capacity.


Check the data file online in Quickbooks from anywhere makes your business to be on the go all the time on any Device over the internet.

Point of Sale

Quickbooks® Point of sale software replaces a retailers cash register, Tracks its inventory, Sales and customer information all at one place.

Intuit Quickbooks® :

Intuit developed and marketed QuickBooks as an accounting software. A dynamic and versatile software that has been ever designed for accounting, and handling financial activities is QuickBooks. Its proven efficacy has been appreciated worldwide, making it the most desirable and reliable bookkeeping software online. Not just businesses, but Quickbooks can delight individuals as well with customized accounting services. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud based versions that accept business payments, manage and pay bills, payroll, Inventory, etc.

Our Training & Classes:

QB Data Services INC provides training & classes for Quickbooks software setup, payroll, point of sale, Data Errors, Bookkeeping and accounting services.

Our Classes & Training Includes :

  • How to trouble shoot Quickbooks instalation error
  • How to verify and rebuild data
  • How to create PDF's in Quickbooks
  • How to resolve printing problems in Quickbooks
  • How to remove errors in payroll
  • How to update payroll
  • How to activate payroll
  • How to install and setup Quickbooks


  • How to get list of Quickbooks phone numbers
  • How to send mails threw Quikbooks
  • How to contact data services
  • How to repair Quickbooks
  • How to improve Quickbooks performance
  • How to get and service threw Quickbooks on data services
  • How to get Quickbooks customer support services
  • How to calculate taxes for employes on payroll


  • How to create Quickbooks multi user setups
  • How to restore Quickbooks Data
  • How to convert Data
  • How to remove errors from data
  • How to create Quickbooks company file's backup
  • How to resolve mismatched transations
  • How to fix quickbooks launching errors
  • How to pay payroll liabilities

Data Services Training

Data file containing information about business sometimes do not work properly, therefore In such case there are certain steps including data services that must be followed so that the file will work.

Our Classes & Services Includes :

  • How to convert data
  • How to import data from Quickbooks windows to quickbooks mac
  • How to remove data errors
  • How to upload the data
  • How to upload multiple data
  • How to verify data
  • How to rebuild data

Payroll Services Training

From a human resources viewpoint, the payroll department is critical because employees are sensitive to payroll errors and irregularities: Good employee morale requires payroll to be paid timely.

Our Classes & Services Includes :

  • How to create paychecks in payroll
  • How to pay liabilities
  • How to manage hours for employees
  • How to fix errors in payroll
  • How to activate payroll
  • How to update payroll
  • How to calculate taxes in payroll

Software Services Training

Intuit has integrated several web-based features into QuickBooks, including remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions.

Our Classes & Services Includes :

  • How to reconcile
  • How to create invoices
  • How to update & upgrade quicbooks
  • How to send invoice via email etc
  • How to create multi user setup in quickbooks
  • How to manage inventory
  • How to create item list
  • How to import contents in Quickbooks

Bookkeeping & Accounting Training

Bookkeeping is the recording of financial transactions, and is part of the process of accounting in business. Transactions include purchases, sales, receipts, and payments by an individual person.

Our Classes & Services Includes :

  • How to record transactions
  • How to prepare & download statements
  • How to restore accountant's copy
  • How to manage day to day entries
  • How to calculate taxes
  • How to manage client files
  • How to create accountant's copy
Taxation Training

Any US citizen living in US needs to find out the amount that is owed by him infederal income tax and file a federal tax return, for each year. Filling taxes can be hard experience for many.

Our Classes and Training Includes:

  • How to review before processing Accurate and Error-free Return
  • How to file tax returs Electronic and Online
  • How to prepare Business and Individual Tax Returns
  • How to plan tax for reduction of tax liability

Point of Sale Services Training

Point of Sale is software that replaces a retailer's cash register, tracks its inventory, sales, and customer information, and provides reports for managing its business and serving its customers.

Our Classes and Training Includes:

  • How to Accsess customer purchase history
  • How to merge duplicate customers in Quickbooks POS
  • How to create new purchase order in Quickbooks POS
  • How to track inventory in Quickbooks POS
  • How to import or export data Quickbooks POS
  • How to customize your Reports in Quickbooks POS
  • How to troubleshoot Multi-Store Exchange
  • How to Backup Data in Quickbooks POS

Training Modules

Desktop Training

Quickbooks customer service

Advanced Features

  • Use multi-user
  • Close the books
  • Update QuickBooks
  • Password protect QuickBooks
  • Protect your QuickBooks data
  • Work with the accountant's review
  • Work with Microsoft Word and Microsoft Excel
  • Find transactions FAST and other time saving features

Everyday Transactions

  • Inventory: adjust inventory, purchase orders, receive items
  • Sales Taxes: adjust, set up, pay and report sales taxes
  • Selling: customer statements, payments, sales receipts, deposits, credit memos, and invoices
  • Buying: bills vs checks, bill payments, bills, checks, bill payment stubs, and credit memos

Special Transactions

  • Use credit cards
  • Apply credit memos
  • Give refunds and receive refunds

Set up your company

  • Move around with QuickBooks...Confidently
  • Get help...Real Quick

Understand Accounting

  • Use general journal entries
  • Change and fix the chart of accounts
  • Understand your financial statements
  • Setup and use subaccounts
  • Cash vs. Accrual accounting
  • Setup the chart of accounts

Set Up and Pay Employees

  • Prepare tax forms
  • Make tax deposits
  • Process paychecks
  • Track time and invoice time
  • Setup employees and payroll items
  • Modify paychecks
  • Summarize payroll data in Excel

Work with Reports

  • Add, delete, resize, and reorder columns
  • Filter and format reports
  • Save reports and create memorized report groups

Tips & Tricks

  • Add custom fields
  • Keyboard shortcuts
  • Show P & L by month, or as a percent of income
  • Special "Window" tricks
  • Clean up lists (delete, hide and merge)
  • "Collapse" financial statements
  • Sort and customize lists
  • Add logos and custom fields to forms
  • Create custom invoices and other forms
  • Tailor company preferences

Tricky Transactions

  • Setup automatic transactions (memorizing transactions)
  • Void vs. delete a check
  • Enter customer down payments/deposits
  • Handle bounced checks
  • Banking: bank reconciliation and locate discrepancies, online banking

Online Training

intuit quickbooks support

Tips & Tricks

  • Special browser tricks to speed up data entry
  • Clean up lists (delete, hide and merge)
  • Fixing setup mistakes

Accounting and Financial Statements

  • Really understand your financial statements
  • Change and fix the chart of accounts
  • "Collapse" financial statements
  • Set up and use subaccounts
  • Set up the chart of accounts
  • Use general journal entries
  • Cash vs. Accrual accounting

Getting Started and Setting Up

  • Credit card setup
  • Importing from QuickBooks desktop editions
  • Moving around and finding what you need
  • Online banking setup
  • Edition of QuickBooks Online that is right for you
  • Setting up your company
  • Importing from Excel

Sales Transactions

  • Receiving payments and making deposits
  • Customer statements
  • 4 ways of recording sales and choosing the one that’s right for you
  • Cash/sales receipts
  • The invoicing cycle
  • Invoicing for billable time and/or expenses
  • Estimates/proposals
  • The income lists and sales reports
  • Delayed charges
  • Credit memos

Expense Transactions

  • Expense list and other expense reports
  • When you should and should not track accounts payable
  • ATM withdrawals and electronic fund transfers
  • Debit card and credit card charges
  • Vendor credits
  • Checks (printed and hand-written)

Set Up and Pay Employees

  • Track and invoice time
  • Process paychecks
  • Make tax deposits
  • Enter prior payrolls
  • Set up company payroll preferences
  • Set up employees, deductions and company contributions
  • Use payroll reports
  • Make non-tax payments (health insurance, etc.)

Special Transactions

  • Learn when and how to "add", "match" and "exclude"
  • Process downloaded transactions, tips and tricks to save you time, bank reconciliation, fix errors and locate discrepancies.
  • Write off bad debt (including small underpayments)
  • Track Petty Cash
  • Online Banking
  • Bank reconciliation and find reconciliation errors
  • Handle customer down payments/deposits
  • Handle bounced checks (NSF)
  • Void vs. delete a check

If you have any other questions, our friendly Quickbooks Certified ProAdvisors are available to answer any questions. Give us a call at: 1-800-223-0070 and we'll find a perfect training solution for you!

Disclaimer :

The services provided by QB Data Services Inc includes training, classes and client assistance. It does not include any third party technical support as it's done by Quickbooks itself.

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