Monday, October 26, 2020 from 9:00 AM to 12:00 PM CDT
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This is an online event.


Jenny Day, SCORE Workshop Coordinator
Fort Worth - Chapter 120

QuickBooks Online Version: 6 Part Series
All 6 parts for $125.00 (savings of $25.00) or purchase only the parts you need for $25.00 each

*This will be a live online workshop via Zoom* 

Session 1 of 6: October 26, 2020 at 9:00am
Chapter 1:  Decision Time !! - Which version of QuickBooks is best for me?
QuickBooks Desktop or QuickBooks Online
Creating your company
Walking you through the setup process
Chapter 2: Preferences - How do you want the program to work for you?General preferences
Reporting preferences
Accounting preferences, and so much more 

Session 2 of 6: October 26, 2020 at 2:00pm
Chapter 1: Working with lists
Customers, vendors, employees and other names
Products and services, items (inventory, non-inventory, services, etc.)
Classes, terms and more

Session 3 of 6: October 28, 2020 at 9:00am
Chapter 1: Working with accounts
Assets, liabilities, equity (balance sheet accounts), income and expenses (profit and loss accounts) and other account types

Session 4 of 6: October 28, 2020 at 2:00pm
Chapter 1: Accounts Receivables
Creating estimates and creating invoices
Receiving payments and recording deposits
Credit memo statements
Chapter 2: Accounts Payables
Creating purchase orders and entering bills
Paying bills and applying vendor credits

Session 5 of 6: October 30, 2020 at 9:00am
Chapter 1: Payroll
Setting up payroll – THE RIGHT WAY
Adding employees and W4 information
Setting up payroll items
Salaries and wages
Sick and vacation
Medical insurance or 401k
Additions (reimbursements)
Deductions (advance repayment)
Processing payroll, payroll forms and payroll reports

Session 6 of 6: October 30, 2020 at 2:00pm
Chapter 1: Setting Up and Tracking Inventory
Inventory items (buy, sell and have left)
Transactions to buy inventory
Transactions to sell inventory
Adjustments to inventory
Chapter 2: Tricky Transactions
Bounced checks
Write off bad debt
AP/AR trade (barter)

Workshop Fee $125 (this fee includes all 6 parts of the series)

Presented by Everett Burton
QuickBooks Finance Expert and Support Specialist
Everett Burton is a nationally known Certified QuickBooks consultant. He is one of the most dynamic professional speakers and empowerment trainers in the country. He started his professional career with IBM and worked in Education Computing Services maintaining systems for IBM’s education centers across the country. Everett started his training career with SkillPath Seminars in Shawnee/Mission, Kansas, performing technical training with Microsoft, Internet training, Windows training, and a host of other software applications. He also provided training for “Effective Customer Service”, “How to Deal With Difficult People”, and “Coaching & Team-building for Managers and Supervisors”. He began teaching QuickBooks Financial Software in 1999. He worked with the only endorsed seminar provider for QuickBooks and has taught thousands of small business professionals across the country how to manage their businesses more effectively using QuickBooks. 

His concept, “QuickBooks Made to Order”, is designed to make learning and using QuickBooks simple and easy. His team of highly trained instructors and consultants will teach you, your bookkeeper, administrative assistant and/or your accountant how to effectively use QuickBooks in your environment. And best of all, the training takes place at your office. They offer onsite training, online training (web based), and telephone technical support. 

Everett currently provides QuickBooks training and technical support for Boys & Girls Clubs around the country. He is a club kid (West Dallas) and also does mentoring and volunteer work with Boys & Girls Clubs.

Register Now for All 6 Parts

Cancellation Policy:  

If you need to cancel you must notify us via email 7 days prior to the workshop date. A confirmation of your cancellation will be sent once it is received. Calling the SCORE Fort Worth office is not acceptable for a cancellation notice. All no-shows or cancellations after 7 days will lose their paid workshop fees. 

All workshop fees must be paid in advance prior to workshop date. For security purposes we will not be able to accept payment for workshops at the door unless workshop is being held at James E. Guinn complex in Fort Worth, TX.  

CANCELLATION NOTICES MUST BE IN WRITING AND EMAILED TO: Jenny Day at ch.admin0120@scorevolunteer.org. Any other means of cancellation will not be accepted.  

SCORE is a resource partner with the SBA 

SCORE is a 501(c)(3) non-profit association dedicated to helping small businesses get off the ground, grow and achieve their goals through education and mentorship. We have been doing this for over fifty years. Because our work is supported by the U.S. Small Business Administration (SBA), and thanks to our network of 10,000 volunteers, we are able to deliver our services at no charge or at very low cost. 

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.  All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.