QuickBooks Desktop for beginners Workshop

Three Day Workshop

$149 includes

15 hours of instruction by top QuickBook Expert Stephanie Mack

400+ page Workbook


QuickBooks Desktop Beginner Course Series

Register here

November 4, 18 and 25.

12:00-5:00 pm (including lunch).

Nov 4. Lessons 1-4

1. Getting Around QB: Forms, Lists, Registers & Accounting Basics

2. QB Setup: Accounts, Items, Customers, Vendors & Historical Transactions

3. Working with lists: Chart of Accounts, Custom fields, Managing Lists

4. Working with bank feeds: Transfers, Reconcile, Locate Specific Transactions & Sync to banking

Nov 11. Lessons 5-8

5. Using other types of Accounts: Credit Card, Asset, Liability & Equity accounts

6. Entering Sales Info: Sales, Credit Memo, Statements, AR Report

7. Receiving Payments & Deposits: Deposits, Full, Partial, Overpayments & Bounced Checks

8. Enter & Paying Bills: Accounts Payable, Bill, Bill Payment

Nov 25. Lessons 9-12

9. Analyze Financial Data: Quick Reports, Filters, Memorize, Export to Excel & Graphs

10. Setting up Inventory: Entering products, Purchase orders, Receive inventory, Adjust Inventory

11. Track & Pay Sales Tax: Overview, Tax Rates & Agencies, Sales Tax Groups, Pay liabilities or Sales Tax App?

12. Payroll with QuickBooks: Setup, Schedules, Pay Payroll Liability Taxes or Full Service Payroll App?

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