When

Monday, September 17, 2018 from 9:00 AM to 3:00 PM EDT
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Where

Tip O'Neil Federal Building, 
10 Causeway St
SBA Conference Room, 2nd Floor
Boston, MA 02222
 

 
Driving Directions 

Contact

SCORE Boston 
SCORE Boston 
617-565-5591 
workshops@scoreboston.org 
 

SCORE Boston Workshop: Quickbooks Hands-On Workshop

 

 

This workshop is designed for a small group to receive instruction and hands-on assistance in using QuickBooks. The QuickBooks version we will be demonstrating is QuickBooks Online Plus which includes features unavailable in Self Employed, Simple Start, or Essentials. Participants must bring a laptop with QB already installed.  We strongly recommend you have attended the SCORE “Accounting for Small Businesses” workshop as a prerequisite to this workshop and have some working experience with QB.

The QB features addressed for this workshop will be:

  • Company Set Up
  • Chart of Accounts
  • Downloading bank and credit card transactions
  • Creating: customers, vendors, employees, products/services and classes
  • Financial Reports
  • Budgeting

 

The class size is limited to 17 and there will be three SCORE counselors who will all be actively involved in the hands-on training. Because of the variety of businesses that may be in attendance, we won’t be able to be industry specific. However, we do believe the agenda that is being presented will be relevant to everyone.
 

 

Note:  Please note that there is a $25 per person registration fee that is non-refundable.  Advance registration and payment by a credit card or through Pay Pal is required.  Scholarships are available if the registration fee presents a hardship.  Please contact workshops@scoreboston.org.

This worshop is presented by SCORE Boston.  A team of SCORE mentors are presenters.Gloria Spence was the former Director of Finance - Northeast Region for Hearst Television (WCVB TV). Jim  Crisci is an accountant with experience in public accounting, private accounting and has run his family manufacturing business for the last 44 years.  Eric Saunder is a CPA who worked in a public accounting firm