QuickBooks is the most widely used financial software application for small business today. We have broken the topics into two sessions. The first session is a basic introduction to the software and how to get started. The second session will cover some more advanced topics tailored to the workshop attendees and will include a question and answer session.
The first session on "Introduction to QuickBooks Online" on March 31st is geared to an individual who is planning to use QuickBooks Online, 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 second session " Intermediate QuickBooks Online" on April 14th 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
Both sessions will be taught by Mark Ott, a SCORE Mentor. Mark has been a SCORE mentor for three years and has provided financial guidance to small businesses in different industries for the past 15 years.
Questions call Pam at 508-240-7873 x18 or email at firstname.lastname@example.org