Simplifying QuickBooks 
Lunch and Learn at SCORE Austin

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. Lunch included. 

QuickBooks is presented as a tool for storing transaction data for your business. You will be 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. We'll cover 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. We'll also include short tutorial videos to illustrate important activities when using QuickBooks for both desktop and online versions.

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. 

Speaker Names: Bill Grosskopf and John Conniff are SCORE mentors who have used QuickBooks for small businesses for many years. John is a QuickBooks Pro Advisor.

Speaker Contact Info (email, phone number (whatever they would like to list): Contact the SCORE office at 512-928-2425 to request a free individual QuickBooks mentoring session with John or Bill.