Contact for more information:

Minneapolis SCORE


Wednesday, June 20, 2018 from 6:00 PM to 9:00 PM CDT
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Northwestern Health Sciences University 
2501 West 84th Street
Bloomington, MN 55431

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The event is designed as a New Users Survey. Presenters have extensive experience with QuickBooks as well as financial reporting and small business ownership. 

Both the Desktop and Online presentations will be sent by email, in pdf format, to all who have registered a few days before the event.

QuickBooks Basics

A New Users Overview with Optional Accounting Webinar

The course demonstrates what happens to the Profit & Loss and Balance Sheet when entries are made in QuickBooks.  The emphasis is to understand what is happening when a check or a bill is entered to the financial statements, not the key-by-key mechanical entries. 

QuickBooks Online (QBO)* and QuickBooks Premier 2018 software will be used for this instruction.  This is not a hands-on PC training session.  Because this is a survey course the following topics will not be discussed in any detail: Inventory, Job Costing, Sales Tax and Payroll.

This 3-hour workshop uses a classroom setting with an experienced presenter to cover the basics of using QuickBooks and many of its’ key features. The instructor uses the QuickBooks programs QuickBooks Premier 2018, QuickBooks Online (QBO)* as well as PowerPoint slides and handouts to demonstrate:


  • Setup of the Company file, Customers, Vendors and Items
  • Chart of Accounts and various lists tied into a Business Plan
  • Handling of customers and sales
  • Vendors and purchases
  • Banking, deposits and credit card payments
  • Balance Sheet, Profit & Loss and other key reports.
  • Modifying Reports
  • Journal entries
  • General discussion about Financial Ratios
  • Interpreting Financial Statements to manage your Business

*Depending on Wi-Fi availability.

You will have two results when you register:

  1. You will be registering for the face-to-face workshop event.  The cost is $55 per person.
  2. You will be sent the Username and Password to view the free online on-demand webinar entitled "Accounting for Non-Accountants" 


Jerry RudickJerry Rudick.  After selling his Construction Company, specializing in Insurance Restoration work, in 2008 he moved to Minneapolis to be closer to his 2 daughters and their families. At that time he started JRudick Consultants, LLC. and since then has obtained 27 Intuit QuickBook certifications including QuickBooks ProAdvisor Advanced, Enterprise Solutions, QuickBooks Point of Sale and QuickBooks Online. Presenter has extensive experience with QuickBooks as it is used for accounting and financial reporting purposes.

Since 2009 Jerry has been a SCORE counselor.

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