QuickBooks (Desktop Version): Mastering (Part 2)

Description:

Are you considering using QuickBooks Desktop (QBDT) for your business? Or maybe you already use it but know that you're not using it to its fullest potential?  Then plan to take our "test drive" hands-on workshop facilitated by a local QuickBooks ProAdvisor!

What's the difference between QuickBooks Desktop and QuickBooks Online?

Part I (Introduction) has already covered:

1. Features, benefits, and summary of types of files (Backup, Accountant's Version, Portable Copy)
2. Navigating the global, dashboard, and settings menu options
3. Exporting files from QBO to QBDT
4. Importing Customers, Vendors, Products & Services lists
5. Setting up your chart of accounts
6. Setting up user security
7. Creating customers and vendors
8. Connecting your bank account to QBDT for transactions download
9. Reconciling bank accounts
10. Creating invoices
11. Recording bank deposits
12. Recording expenses

Prerequisite (suggested):  Basics of Bookkeeping - we highly recommend attending Basics of Bookkeeping which teaches basic accounting concepts that you will find very helpful during the QBDT training.

Part 2 (Mastering) will cover:

1. Inventory set-up and use
2. Creating Purchase Orders
3. Creating Estimates
4. Setting up employees, tracking time, and processing payroll
5. Reports
6. Sales Tax set-up
7. Credit Card processing
8. Vendor invoices -- entering, paying, how to track to take advantage of discounts
9. Journal entries
10. Intuit App Center
    
    

Presented by:
Marta McDonald

Founder, M as Money 

About the Financial Track:

This workshop is part of our Financial Track, a series of workshops empowering entrepreneurs to manage business finances, offered quarterly. Find other Financial Track workshops or register for the full track here. (Other tracks include the Management Track, Marketing Track, and Start-up Track.)

Register: