Simplifying QuickBooks 

If you plan to join the many small businesses that use QuickBooks for accounting, or if you already have QuickBooks and need help, this workshop provides an excellent overview for a new user. After this workshop, free one-on-one mentoring is available through SCORE where we work with you individually on your business setup and data entry.

QuickBooks is presented as a tool for storing transaction data for your business. You will introduced to the interface for data entry. The different versions of QuickBooks will be compared, so you can make the best choice to meet your needs. Our goal is to prepare you for the free, one-on-one sessions with a SCORE mentor to help your set up your company in QuickBooks, begin the data entry process, and generate the reports to aid tax preparation and to monitor the financial status of your business. This workshop includes short, online tutorials to introduce the QuickBooks interfaces for both desktop and online versions. These can be previewed:

Simon Sez series using the 2016 desktop version: https://www.youtube.com/watch?v=-G7tWzXXuXU&index=4&list=PLzj7TwUeMQ3gWROFj1P2s-64ywMUqUEo7
• QuickBooks Pro 2016 Training Part 4: QuickBooks Desktop Interface (10 min.)
• QuickBooks Pro 2016 Training Part 9: QuickBooks Chart of Accounts (10 min.)

Intuit  / Quickbooks series using the 2016 online version:
http://quickbooks.intuit.com/tutorials/navigation/
• Navigate in QuickBooks (2 min.)

QuickBooks Topics include: Creating Your Chart of Accounts, Using the Check Register to Simplify Data Entry, Accrual Accounting, Double-entry Bookkeeping, Recording Owner Transactions, Reconciling Checking and Credit Card Accounts, and Preparing Financial Reports.