When

Tuesday, September 24, 2019 from 9:00 AM to 12:00 PM PDT
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Where

SCORE San Diego
8825 Aero Drive, STE. 102
San Diego, CA 92123
 

 
Driving Directions 

Contact

SCORE San Diego 
858-283-1100 
workshop0140@scorevolunteer.org 

QuickBooks Online, Part 2 (not for desktop or Mac)

This workshop does NOT cover QuickBooks Desktop (Windows or Mac Versions). It also does NOT cover Quickbooks Self Employed Online version.

If you do not know which QuickBooks version you have please call Sandy Rehart at 760-215-3335.

It is recommended that attendees take SCORE QuickBooks Online Part 1 workhop prior to taking this workhop, or have equivalent experince.

This workshop is intended for people who have been using QuickBooks Online and want to take it to the next level. It goes over new features of the program and covers specialty tasks.  

What’s New, Changing, and Coming Soon

  • Price Rules
  • Projects
  • Workers
  • Sales Tax Center
  • Progress Billing

 Specialty Tasks

  • Customer Credit Memos/Refunds
  • Customer Short Payments & Other Invoice Adjustments
  • Customer Write Offs (Bad Debts)
  • Customer Deposits
  • Business Expenses Paid with Personal Funds
  • Personal Expenses Paid with Business Funds
  • Returned Checks and Bounce Check Fees
  • Make Expenses Billable to Clients
  • Recording Loan Payments
  • Payroll Summary Posting
  • Cash Register/Website Summary Posting (Retail cash sales)
  • Estimates
  • Reporting
  • Job Costing
  • Class Tracking
  • Locations
  • Questions, Answers & Notes.

Presenter:

Sandy Rehart graduated Suma Cum Laude with a Bachelor's Degree of Science in Business Administration and Management from the University of Redlands. She has over 30 years' experience in accounting and business leadership. Sandy is a QuickBooks Pro-Advisor and Certified in QuickBooks Online. She is the owner of Sandy Rehart Accounting Services where she works with clients in several industries including non-profit, medical, retail and technology. Before opening her own practice, Sandy worked as a controller for companies in diverse industries including manufacturing, construction, marketing, technology, government contracting and medical supply. Sandy has been married for over 30 years, has two adult daughters and a 3-year old granddaughter.

PLEASE NOTE:  Attendees should arrive at least 15 minutes before class in order to ensure that they are able to log on to Wi Fi prior to start of the class.