QuickBooks Basics for Small Businesses

Desktop Version

SCORE Oxford Hills is pleased to offer this one-day QuickBooks workshop for small businesses in our community and beyond. This widely-used small business accounting software can help with your invoicing, tracking sales and expenses, and handling your bookkeeping requirements for tax preparation.

Quickbooks is a top-selling small business financial software program. This quick-start course will cover program navigation, basic bookkeeping principles, invoicing customers, receiving payments, monitoring customer balances, recording expenses, paying bills, charting accounts, and reviewing key financial statements. This course is taught using the Desktop Quickbooks Pro.

The online version is very different and will not be covered in this workshop. Also, MAC edition software users are able to follow the lessons, but some of the screens are different and do not match the instructor's screens.

Online users may also wish to attend the QB Online Workshop in Portland. Please see the Score website for the schedule.

Here are the specific objectives of the six-hour session:

Morning:

Basic principles of accounting
Accounting behind the scenes in QuickBooks
QuickBooks user interface featuresAbout QuickBooks help and support
Tracking company sales
Set up customer records in the Customer Center
Recording sales receipts and invoices
Recording payments from customers
Recording bank deposits

Afternoon:

Tracking company expenses
Set up vendors in the vendor list
Understand how to use classes in QuickBooks
Use QuickBooks for job costing
Enter expense transactions in several different ways
Manage accounts payable transactions
Reports and financials
Case Study (practice)

Who Should Attend?

Any business owner wanting to implement a sound accounting tool for their business
Any business bookkeeper needing efficient software that tracks income and expenses all in one place
Anyone seeking to better understand the features and capabilities of QuickBooks.

The Presenter:

Michael Fortin, from Augusta, graduated from Thomas College in Waterville with a BA in Business Education, has worked as an accountant for both government and the private sector for more than 25 years, with more than 15 years devoted to teaching QuickBooks. For 30 years he has been a Maine small business owner of Power Mixers, a Maine DJ serving events across Maine and New England.

When: For one day, Saturday, May 9th, 9:00 am to 4:00 pm.

Lunch: Bring your own brown bag lunch. SCORE wil provide water and cookies.

IMPORTANT INFORMATION ABOUT THE SOFTWARE: Space is limited so please register by Saturday, May 2nd. This workshop requires you to bring your own PC laptop; If you have Quickbooks Pro 2015 or later already installed on the laptop bring that computer to the class. If you do not have a recent edition of QuickBooks installed, you will need to download the QuickBooks Pro 2020 trial version good for 30 days. Click here and then scroll down to QuickBooks Pro 2020 and click on it to download and install the program.

Use these codes to install QuickBooks Pro 2020 trial version:

License #: 0421-9621-3866-298
Product #: 611951

Please download and install the software before the workshop begins but be aware that it is a 30 day trial which will expire.

OPTIONAL COURSE MATERIAL: Students may also purchase the optional text book "QBDesktop Comprehensive" to accompany the workshop, and although not required, the book is highly recommended and a great resource. Please click here to place your order. There is an eBook and printed text book version.