Join us for: ABC's of Quickbooks - 1/2 day training class
Do you or a colleague want to learn Quickbooks® but are not sure where to start? Join us February 7th for a 1/2 day training to learn the ABC's of Quickbooks! The agenda is set, course materials created, food ordered - we need you there!
Please share this invite with your friends/colleagues.
Agenda Topics:
1. Introduction to Quickbooks® & Bookkeeping: Learn common bookkeeping terminology. You will also learn the importance of the Chart of Accounts, which is the master list of all reporting.
2. Navigating Quickbooks: What are the various menu options in Quickbooks®? Learn tips & tricks to make data entry easier and learn shortcuts to different functions within the program. You will also learn to customize and manage your company preference specific to your business.
3. Using & Modifying Lists: Quickbooks® lists are the backbone of the program. Recently, Intuit has added fabulous tools that allow you to create, modify and delete list entries easily.
4. Working with Bank Accounts: Learn to manage your banking information with ease. You will learn to set up and reconcile their bank account information. Learn how to use the registers in Quickbooks and easy tips to help you record banking transactions such as checks, deposits and bank transfers.
5. Entering Sales Information: There are many different ways to record sales transactions in Quickbooks. We will learn about setting up items, creating invoices, sales receipts, finding transactions and printing forms.
6. Receiving Payments & Deposits: There are several different methods to record customer payments and deposits. You will learn to create and apply credit memos and generate refunds to customers.
7. Entering & Paying Bills: Quickbooks helps small business owners manage their cash flow through Accounts Payable. Learn to enter bills to be paid later to your vendors either individually or in batches. Learn to account for vendor credits and refunds.
8. Analyzing Financial Data: The final section in our class is dedicated to the reporting function in Quickbooks. Quickbooks has a wide variety of reports available to the user. We will review various reporting options, including designing a custom report and memorizing it to be easily generate for future use.
9. Backing Up Data: This is crucial to ensuring the safe retrieval of your data!
Cost: $249.00 (Price includes course materials and breakfast!)
Instructor:
Joanne Resnick is the principle owner of Bookkeeping Resources, Bookkeeping RI and Quickbooks RI. Their offices are based in Providence and Lincoln RI. Joanne has over 35 years experience in the bookkeeping profession and has earned the distinction of Quickbooks® Advanced Certified ProAdvisor ( only 6 in the state have this designation and 1600 nationwide) with Intuit Accounting Software. She is also a member of the American Institute of Professional Bookkeepers since 1990.
Register today! Must submit payment (Visa/MC/Amex) prior to class to hold your seat. Only 6 seats available!
Contact Lisa Shorr, VP of Marketing, PC Troubleshooters to register today!
Email: lshorr@pctrouble.com or 401-921-2607
