QuickBooks Basics for Small Businesses

QuickBooks is recognized as the #1 accounting solution for small businesses to help with your invoicing, tracking sales and expenses, and handling your bookkeeping requirements for tax preparation. QuickBooks will let you sync your data across your computer, tablet and smart phone mobile devices when you need it. 

This four-night fee-based workshop will help you better understand how to use and activate the key features found in QuickBooks so you can process payments faster, record sales and expense transactions, and keep your accounting records up-to-date and accurate. If you are a first time user or just need hands-on help with your questions, this is the workshop for you!  

Requirements: 

• Laptop
• QuickBooks 2010 Pro or later 
• Note: This laptop will focus on the Desktop version of Quickbooks, but the instructor will demonstrate some features and differences with the Online version of QuickBooks. 

Register Now!                                       The workshop fee is $99.00 for all 4 sessions. 

Who Should Attend?

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

SCHEDULE

Four Sessions:  6:00 to 9:00pm

Monday, May 6th

Monday, May 13th

Wednesday, May 15th

Thursday, May 16th

Objectives- Part I. Introduction (May 6th)

•   Basic principles of accounting
•   Accounting behind the scenes in QuickBooks
•   An overview of QuickBooks data files and types
•   Opening Portable Files
•   How to restore backup files
•   Entering transactions in QuickBooks
•   QuickBooks user interface features
•   About QuickBooks help and support

 

Objectives- Part II. Sales Process (May 13th)

•   Track company sales
•   Set up customer records in the Customer Center
•   Track income and expenses by Job
•   Record sales receipts
•   Use the Undeposited Funds account to track your cash receipts
•   Record invoices and payments from customers
•   Record bank deposits of cash, check, and credit card receipts

 

Objectives- Part III. Expenses (May 15th)

•   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

 

Objectives- Part IV. Reports (May 16th)

•   Describe several types of QuickBooks reports
•   Create several different accounting reports
•   Create several different business management reports
•   Create graphs
•   Customize the look of reports and filter the data on reports
•   Memorize and group reports
•   Process and print multiple reports in batches
•   Use the Search command to find transactions
•   Use QuickZoom to see the “numbers behind the numbers” on reports
•   Export reports to spreadsheets for further analysis

 

Your 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, has been an adult education teacher for 22 years with 10 years devoted to teaching QuickBooks as an Intuit QuickBooks instructor.  He is also a Maine small business owner for 26 years with “Power Mixers”, a Maine DJ serving events throughout northern New England.