Tuesday, October 29, 2019 from 9:00 AM to 12:30 PM PDT
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SCORE San Diego
8825 Aero Drive, STE. 102
San Diego, CA 92123

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SCORE San Diego 

QuickBooks Online, Part 1 (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.

You can do your own bookkeeping and control all your finances from anywhere. This class demonstrates how to choose which version of QuickBooks Online is right for you and teaches the basic functionality of the software.

Part 1

    Topic 1: Converting from QuickBooks Desktop to QuickBooks Online
    Topic 2: Introduction to QuickBooks Online
    Topic 3: Navigating QuickBooks Online
    Topic 4: Chart of Accounts
    Topic 5: Product and Services
    Topic 6: Vendors – Expenses & Purchases
    Topic 7: Time Tracking – Employees & Sub-Contractors
    Topic 8: Customers – Sales Transactions

Part  2 

    Topic   9: Payroll
    Topic 10: Bank Feeds
    Topic 11:  Sales Tax
    Topic 12: Extra Information on Transactions
    Topic 13: Reporting
    Topic 14: Expanded Functionality in the Office
    Topic 15: Support

This is a lecture-format workshop being taught from a PC. You will receive comprehensive handouts and a student guide. Since the software is cloud based, students are encouraged to bring their laptop as the sample file being taught from will be available to class participants if they wish to follow along on their PC. Otherwise the handout will contain the link so students can practice after class.


William English, President of English Management Solutions, Inc. (EMS). Mr. English has over twenty years of experience in helping small businesses and non-profits manage their finances. He holds a Bachelor’s degree in Business Administration with an Accountancy focus from National University in San Diego, CA.  A two-time small business owner, Mr. English, is an award-winning Certified Intuit Premier Reseller (IPR) and an Advanced Certified ProAdvisor in both QuickBooks Financial and Point of Sale (POS) software, assisting clients nationwide including Hawaii. His extensive background in working with QuickBooks POS started at version 2. He has been using and supporting QuickBooks for over 15 years starting with the first DOS version of QuickBooks where he was hired by Intuit, the makers of QuickBooks, as one of the first accounting trained technical support representatives for the program. Mr. English is an active tester in the QuickBooks beta program where he performs software testing. He is a national recognized trainer for both the Sleeter Group and the Joe Woodard Scaling New Heights conference as well as a co-author of two versions of the QuickBooks POS store operations handbooks. The EM$ website provides technical and marketing information to QuickBooks ProAdvisors all over the country.  Mr. English was named one of the 2014 Top 100 ProAdvisors by Intuitive Accountant, receiving national recognition as a leading consultant who has embraced the Intuit ProAdvisor program and leveraged it to better serve clients and grow our business.

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.