Upcoming Events

QuickBooks for Desktop

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QuickBooks is the most widely used financial software application for small business today. We have broken the topics into three sessions. The first two session are a basic introduction to the software and how to get started. The third session will cover more advanced topics tailored to the workshop attendees and will include a question and answer session.

The first session on "Introduction to QuickBooks" on October 27 & November 3 is geared to an individual who is planning to use QuickBooks, has recently started or is looking for a refresher of the basics and will cover:

  • Setting up a new company
  • Creating a chart of accounts and lists
  • Processing sales and receipts
  • Estimates and invoicing
  • Recording purchases and payments
  • Reconciling banking transactions and recording bank deposits

The third session " Intermediate QuickBooks" on November 10 is geared to someone who has attended the introduction session or someone who has been working with QuickBooks. Possible topics would include:

  • Customizing forms
  • Memorizing Transactions
  • Tracking and paying sales tax
  • Reports
  • Online banking

Additional topics will be discussed as time allows

The three session series will be taught by Megan Terrio CPA.

This workshop is a brought to you by the CDP and SCORE Cape Cod.

Questions call Pam at 508-240-7873 x18 or email at pam@capecdp.org


Remote via Zoom with Screen Share,
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3 Main Street Mercantile, Unit 7 Eastham, MA 02642 508.240.7873 © 2021 Community Development Partnership|Privacy & Terms