WORKSHOPS
UPCOMING EVENTS
- MONDAY SEPTEMBER 27, 2021
- 8:00PM - 9:00PM
- Getting Started and Setting Up QuickBooks
- Differences between QuickBooks desktop and QuickBooks Online
- What version of QuickBooks Online is right for you?
- Setting up your Company account
- Online banking setup
- Credit card setup
- Moving around QuickBooks Online the fast and easy way!
- Getting help FAST!
- Accounting Basics
- Definition of Accounting from a small business perspective
- Financial statements…what are they?
- The balance sheet and profit & loss statement
- Using Cash vs. Accrual accounting
- Your numbers tell the entire story
- SATURDAY OCTOBER 2, 2021
- 9:00AM - 1:00PM
- Customizing QuickBooks (make QuickBooks REALLY work for you!)
- Setting Up the Chart of Accounts
- Importing Banking Transactions
- Setting up the Products and Services List
- Setting Up Customers and Vendors
- Managing Sales, Income and Create and Send Invoices
- Create Estimates (Quotes or Bids)
- Managing, Entering and Paying Bills and Expenses
- Write & Print Checks in QuickBooks Online
- Understanding and setting up Receipts Capture
- Managing Banking Transactions
- Reconciling Checking and Business Credit Card Accounts
- Generating and Setting up Reports
- Accounts Receivable and Accounts Payable Aging Reports
- Understanding, setting up and using Tags
- Mileage and Reporting for Tax Purposes
- Understanding and modifying Reports
- Customizing QuickBooks (make QuickBooks REALLY work for you!)
- MONDAY OCTOBER 4, 2021
- 8:00PM - 9:30PM
Understanding the rules that govern a successful business is necessary to participate at the level of most thriving businesses.
Learn the rules to play in the game of the majority because a lack of knowledge keeps most from success.
- SATURDAY OCTOBER 9, 2021
- 10:00AM - 12:30PM
- Purchasing: bills, bill payments, checks, expenses, credit memos and tracking accounts payable
- Sales Taxes: set up, adjust, and pay
- Banking and Rules
- Banking: bank reconciliation and locating discrepancies
- Entering general journal entries
- Payroll - Establishing Payroll settings
- Setting up Employees
- Customizing Reports and Report Titles
- Using classes (for departments, locations, etc.)
- Sales Transactions, Tricks, and Workarounds
- Finding and fixing typical errors
- Tracking and issuing 1099's
- What is the accounting cycle and why is it important?
- Closing the books
- MONDAY OCTOBER 18, 2021
- 8:00PM - 9:30PM
Understanding the rules that govern a successful business is necessary to participate at the level of most thriving businesses.
Learn the rules to play in the game of the majority because a lack of knowledge keeps most from success.
- WEDNESDAY OCTOBER 20, 2021
- 1:00PM - 5:00PM
- Customizing QuickBooks (make QuickBooks REALLY work for you!)
- Setting Up the Chart of Accounts
- Importing Banking Transactions
- Setting up the Products and Services List
- Setting Up Customers and Vendors
- Managing Sales, Income and Create and Send Invoices
- Create Estimates (Quotes or Bids)
- Managing, Entering and Paying Bills and Expenses
- Write & Print Checks in QuickBooks Online
- Understanding and setting up Receipts Capture
- Managing Banking Transactions
- Reconciling Checking and Business Credit Card Accounts
- Generating and Setting up Reports
- Accounts Receivable and Accounts Payable Aging Reports
- Understanding, setting up and using Tags
- Mileage and Reporting for Tax Purposes
- Understanding and modifying Reports
- Customizing QuickBooks (make QuickBooks REALLY work for you!)
- MONDAY OCTOBER 25, 2021
- 8:00PM - 9:00PM
- Getting Started and Setting Up QuickBooks
- Differences between QuickBooks desktop and QuickBooks Online
- What version of QuickBooks Online is right for you?
- Setting up your Company account
- Online banking setup
- Credit card setup
- Moving around QuickBooks Online the fast and easy way!
- Getting help FAST!
- Accounting Basics
- Definition of Accounting from a small business perspective
- Financial statements…what are they?
- The balance sheet and profit & loss statement
- Using Cash vs. Accrual accounting
- Your numbers tell the entire story
- SATURDAY NOVEMBER 13, 2021
- 10:00AM - 12:30PM
- Purchasing: bills, bill payments, checks, expenses, credit memos and tracking accounts payable
- Sales Taxes: set up, adjust, and pay
- Banking and Rules
- Banking: bank reconciliation and locating discrepancies
- Entering general journal entries
- Payroll - Establishing Payroll settings
- Setting up Employees
- Customizing Reports and Report Titles
- Using classes (for departments, locations, etc.)
- Sales Transactions, Tricks, and Workarounds
- Finding and fixing typical errors
- Tracking and issuing 1099's
- What is the accounting cycle and why is it important?
- Closing the books
- WEDNESDAY NOVEMBER 17, 2021
- 1:00PM - 5:00PM
- Customizing QuickBooks (make QuickBooks REALLY work for you!)
- Setting Up the Chart of Accounts
- Importing Banking Transactions
- Setting up the Products and Services List
- Setting Up Customers and Vendors
- Managing Sales, Income and Create and Send Invoices
- Create Estimates (Quotes or Bids)
- Managing, Entering and Paying Bills and Expenses
- Write & Print Checks in QuickBooks Online
- Understanding and setting up Receipts Capture
- Managing Banking Transactions
- Reconciling Checking and Business Credit Card Accounts
- Generating and Setting up Reports
- Accounts Receivable and Accounts Payable Aging Reports
- Understanding, setting up and using Tags
- Mileage and Reporting for Tax Purposes
- Understanding and modifying Reports
- Customizing QuickBooks (make QuickBooks REALLY work for you!)
- MONDAY NOVEMBER 22, 2021
- 8:00PM - 9:00PM
- Getting Started and Setting Up QuickBooks
- Differences between QuickBooks desktop and QuickBooks Online
- What version of QuickBooks Online is right for you?
- Setting up your Company account
- Online banking setup
- Credit card setup
- Moving around QuickBooks Online the fast and easy way!
- Getting help FAST!
- Accounting Basics
- Definition of Accounting from a small business perspective
- Financial statements…what are they?
- The balance sheet and profit & loss statement
- Using Cash vs. Accrual accounting
- Your numbers tell the entire story
- SATURDAY DECEMBER 11, 2021
- 10:00AM - 12:30PM
- Purchasing: bills, bill payments, checks, expenses, credit memos and tracking accounts payable
- Sales Taxes: set up, adjust, and pay
- Banking and Rules
- Banking: bank reconciliation and locating discrepancies
- Entering general journal entries
- Payroll - Establishing Payroll settings
- Setting up Employees
- Customizing Reports and Report Titles
- Using classes (for departments, locations, etc.)
- Sales Transactions, Tricks, and Workarounds
- Finding and fixing typical errors
- Tracking and issuing 1099's
- What is the accounting cycle and why is it important?
- Closing the books
- WEDNESDAY DECEMBER 15, 2021
- 1:00PM - 5:00PM
- Customizing QuickBooks (make QuickBooks REALLY work for you!)
- Setting Up the Chart of Accounts
- Importing Banking Transactions
- Setting up the Products and Services List
- Setting Up Customers and Vendors
- Managing Sales, Income and Create and Send Invoices
- Create Estimates (Quotes or Bids)
- Managing, Entering and Paying Bills and Expenses
- Write & Print Checks in QuickBooks Online
- Understanding and setting up Receipts Capture
- Managing Banking Transactions
- Reconciling Checking and Business Credit Card Accounts
- Generating and Setting up Reports
- Accounts Receivable and Accounts Payable Aging Reports
- Understanding, setting up and using Tags
- Mileage and Reporting for Tax Purposes
- Understanding and modifying Reports
- Customizing QuickBooks (make QuickBooks REALLY work for you!)