Advanced Techniques for QuickBooks Users - CFO Source
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

Learn Advanced Techniques for QuickBooks

Purchase Your Copy Today and Learn About the Advanced (and sometimes hidden) Features and Tips of Quickbooks

We have developed a program that we’ve been teaching Maryland CPAs for years as the Maryland Association of Certified Public Accountants exclusive Advanced QuickBooks trainer.  Through our years of hands-on experience working with clients, with QuickBooks, and directly with Intuit, we’ve compiled a course and now an e-book of Advanced Techniques for QuickBooks Users.

About the Author

Craig M. Kershaw, CPA, MBA

Craig has over 20 years of experience at the CFO and Controller level in the transportation, construction and service industries. Craig is experienced with all levels of financial and accounting software, from QuickBooks to custom systems used in multi-billion dollar operations. Early in his career Craig was responsible for CSX Corporation’s fixed asset system, which handled the tax calculations for over 100,000 railroad freight cars. He is a Certified QuickBooks ProAdvisor.

Why Buy This E-Book

This E-Book has been developed over years of working in QuickBooks and assisting others in working with QuickBooks. During that time we’ve seen common shortcomings and frustrations come up over and over again.  We developed this course to help our clients and colleagues better understand QuickBooks leading to a more powerful financial resource and less frustration come accounting time.  This E-Book is perfect for you, if you’ve ever wanted to:

  • Learn about the 22 Preferences, which turn on most of the functionality in QuickBooks
  • Customize your reports to the exact format you want, and then memorize for later use
  • Greatly improve the integrity of your data
  • Understand how to troubleshoot chart of account and item code errors and duplications
  • Customize invoices so that you have a personalized touch with your customers
  • And much, much more!

Who is This Book Written For

This book serves as a must-have resource for beginners, intermediate, and expert QuickBooks users alike.  With Craig’s expert and hands-on explanation of these advanced techniques, you can not only better understand QuickBooks, but utilize it to make your bookkeeping more efficient, more useful, and more accurate.  QuickBooks can be one of the most valuable pieces to the financial success of a company, but not being able to properly use it can be equally harmful to a businesses’ financial life.

What’s in the Book

Table of Contents

Chapter One – Chart of Accounts
Chapter Two – Item Codes
Chapter Three – Setting Preferences and Defaults
Chapter Four – Getting the most out of reports
Chapter Five – Special Situations
Chapter Six – Improving data integrity
Chapter Seven – Making full use of the bank reconciliation feature
Chapter Eight – Almost hidden tips and tricks
Chapter Nine – Using Memorized Transactions
Chapter Ten – Customizing Customer Invoices

Proud Member of:






Order Now for Only $29!



What Our Clients Say...

"The CFO Source did a great job training our accounting manager in conjunction with the conversion of a hard to use older accounting system to QuickBooks. Our Board of Directors is very pleased with the comprehensive and timely reporting we now have."

-Bill Moss, Executive Director, The Linwood Center

Does Your Company Need
CFO or Accounting Support?
  • This field is for validation purposes and should be left unchanged.

arrow Click to View the Areas That We Serve arrow

Regions Served

  • Frederick County: Frederick (21701, 20702, 21703, 21709), New Market (21774) , Mount Airy (21771), Urbana (21704), Ijamsville (21754), Walkersville (21793), Libertytown (21762), Damascus (20872), and more.

    Howard County: Clarksville (21029), Columbia (21044), Cooksville (21723), Dorsey (21075), Elkridge (21075), Ellicott City (21043), Fulton (20759), Glenelg (21737), Glenwood (21738), Granite (21163), Hanover (21076), Highland (20777), Jessup (20794), Lisbon (21765), Marriottsville (21104), North Laurel (20723), West Friendship (21794), Woodbine (21797), Woodstock (21163), and more.

    Montgomery County: Olney (20832), Damascus (20872), Laytonsville (20882), Silver Spring (20910), Clarksburg (20871), Gaithersburg (20878), Germantown (20876), Bethesda (20816), Chevy Chase (20815), and more.

    Baltimore County: Arbutus (21227), Catonsville (21228, 21250), Cockeysville (21030, 21031, 21065), Dundalk (21222), Edgemere (21219), Essex (21221), Garrison (21055), Lansdowne (21227), Lochearn (21207), Lutherville (21093), Middle River (21220), Milford Mill (21244), Overlea (21236), Owings Mills (21117), Parkville (21234), Park Heights (21215), Pikesville (21208), Randallstown (21133), Reisterstown (21136), Rosedale (21237), Timonium (21093), Towson (21204), White Marsh (21162), Woodlawn (21207), and more.

    Carroll County: Eldersburg (21784), Finksburg (21048), Hampstead (21074), Manchester (21102), Marriottsville (21104), Taneytown (21787), Union Bridge (21791), Westminster (21157, 21158), Mount Airy (21771), New Windsor (21776), Sykesville (21784), Woodbine (21797), Taneytown (21787), and more.

  • Washington, DC and Northern Virginia

cbs radio



facebook twitter linked in

Contact CFO Source

5515 Hudson Drive
Sykesville, MD 21784
phone icon 443-487-7733 | Fax: (206)415-2361

certified advisor