QuickBooks (Desktop Version): Introduction (Part 1)

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) will cover:

1. Features, benefits, and summary of file types
2. Navigating Home Page/Dashboard, Insights, & Settings/Preferences
3. Importing Customers, Vendors, Products & Services lists
4. Setting up your chart of accounts
5. Setting up users
6. Creating customers and vendors
7. Connecting your bank account to QuickBooks
8. Creating customer invoices
9. Recording bank deposits
10. Entering bills & writing checks
11. Reconciling bank and credit card accounts
    
12. Recording credit card charges

Prerequisite (recommended):  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. Journal entries
9. Intuit App Center
   
   

Presented by:

Paul DuMond, CPA

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: