Plus, every tool
& resource referenced during the course. Resources include...
§ TLM Basics 1 - Chart of Accounts
§ TLM Basics 1a – Expense Accounts Overview
§ TLM Basics 2
- Item Classification Guidelines
§ TLM Basics 3 - QB transaction
flow
§
TLM Basics 4 - Migrating to a Hybrid Inventory Model
§ TLM Basics 5 - Top-Line Manager Worksheet Instructions
§ How to Accrue & Pay Sales Tax in QB
§ How to create & report on Requests for Payment in QB
§ How to create a Jobs Complete report in QB
§ How to create
a Jobs Progress report in QB
§ How to do Service WOs in QB
§ How to enter, pay, & reconcile Credit Card accounts
§ How to Export reports from Quick Books to Excel
§ How to manage loans in QB using Loan Manager
§ How to order & receive goods in QB
§ How to Prepay
Inventory in QuickBooks
§ How to set up TLM Preferences
in QuickBooks
§
How to reclassify AR credit balances as a liability
§ How to write payroll checks in QB
§ TLM Bid Pricing Worksheet (for quickly checking margin and mix of proposals)
§ TLM Pipeline Manager (for helping you do your weekly review of proposals and jobs)
§ TLM Top-Line Manager II worksheet & instructions (this is where you create
and track your plan)