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QuickBooks Online

May
22
2017
Mon 12:30 PM to 5:00 PM

 
 
 

Description:

This is a great course for the small business owner, or for assistants, who primarily handle the finances! This interactive QuickBooks Online course will cover:

1. How the online software works and how to navigate through the program;
2. How to create a new Company with QuickBooks including settings preferences, setting open balance, and entering customers, vendors, and accounts; 
3. How to enter vendor information, as well as descriptions & prices for products and services;
4. How to work with registers, including opening registers, making entries, and reconciliation; and 
5. How to handle bills in QuickBooks, including how to enter & pay bills; entering discounts from vendors
6. Credit card accounts and transactions; how to create and track asset and liability accounts; and an introduction to equity accounts;
7. 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;
8. 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
9. Financial data tools: QuickReports, preset reports, and graphs; how to save reports in Excel or PDF format.

 

Presented by:

Paul DuMond

Founder, Beyond the Box Accounting, LLC  
Read Paul's Bio




Additional Info:

A QuickBooks (Desktop Version) course is 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)

View Upcoming Workshops Here

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: $ 50.00

This class will be held in Computer Lab B. (You will arrive in the SBDC waiting area and call from the kiosk phone to be let in the door).

Phone: 719-667-3803

Location

Pikes Peak SBDC
559 East Pikes Peak Avenue, Ste. 101 Colorado Springs, CO 80903
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