QuickBooks Online: Mastering - Part 2
Jan
18
2017
Wed 4:00 PM to 7:00 PM
This event has been canceled
Description:
Since you've learned the basics of QuickBooks Online in Part 1, this class will build on that foundation to teach you more advanced processes within the software. This interactive course will cover:
1. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts;
2. Sales and purchase forms; how to create a new invoice; the QuickBooks Item list and how to add new items; how to create invoice letters & sales orders; and how to track backorders;
3. How to record customer payments; how to handle customer discounts, partial payments, overpayments, or down payments; how to record a deposit, including cash back; how to process credit cards
4. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.
1. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts;
2. Sales and purchase forms; how to create a new invoice; the QuickBooks Item list and how to add new items; how to create invoice letters & sales orders; and how to track backorders;
3. How to record customer payments; how to handle customer discounts, partial payments, overpayments, or down payments; how to record a deposit, including cash back; how to process credit cards
4. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.
Presented by:
Marta McDonald
Founder, "M" as MoneyAdditional Info:
This class is preceded by QuickBooks Online Part 1 (typically one week before Part 2). It is not required that you take Part 1. The course is offered quarterly. A QuickBooks (Desktop Version) course is also offered quarterly.
This workshop is part of our Financial Fundamentals Series. Other workshops in this series include:
QuickBooks Desktop Version (Part 1,2 and 3)
Tax Preparation for Small Businesses
Creating the Key Elements of a Financial Plan
Buying and Selling a Business
Business Valuation
Basics of Bookkeeping (Part 1 and 2)
Register:
NOTE: Pre-payment for the class is REQUIRED! (If you are unable to attend, you will not receive a refund unless you cancel 24 hours in advance. Thank you for your cooperation!)Fee: $ 75.00
This class will be held in Computer Lab A. (You will arrive in the SBDC waiting area and call from the kiosk phone to be let in the door).
Phone: 719-667-3803
Email: info@pikespeaksbdc.org
Location
Pikes Peak SBDC
559 East Pikes Peak Avenue, Ste. 101
Colorado Springs, CO 80903