QuickBooks I, II, III & IV Series - 4 Weeks Series
Date: November 6, 2018 - November 27, 2018
Event Description This 4-part QuickBooks (QB) series begins with how QB works, getting around, learning common accounting terms used by QB, creating a new company file, setting preferences, entering new customer, vendors accounts, & items, backing up your data and basic accounting, & reviewing the basic Balance Sheet, P&L, and Cash Flow reports. You will learn about working with bank accounts (including how to handle PayPal & Square), reconciling accounts, using other account types (credit cards, loans & fixed assets), entering sales information, receiving payments & making deposits, generating customer statements, entering & paying bills, downloading bank and credit card activity, issuing 1099s, and memorizing transactions. The later series covers, running related financial reports, analyzing financial data, setting up inventory, tracking & paying sales tax, tracking time, customizing forms/letters and overview of more advanced features (syncing contacts, sharing your file electronically with your accountant, exporting to Excel, using the Doc Center, entering budgets, & technical suggestions when you have problems). The trainer is a CPA and QuickBooks ProAdvisor. Training includes manual.