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
- 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 email@example.com