When

Saturday, May 9, 2020, 9:00 am - 12:00 pm and then on Wednesday, May 13, 2020, 6:00 pm - 9:00 pm
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Where

Online Event


 
 

Contact

Susan Kolm 
SCORE Oxford Hills/Augusta 
207-743-0499 
susan.kolm@scorevolunteer.org 

Sponsored by:


:    

QuickBooks II for Small Businesses Online Workshop REVISED INFORMATION

Desktop Version

 


SCORE Oxford Hills is pleased to offer this two-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. 

This course is designed to help users who have some QuickBooks experience to gain further insight into several areas of the software, including how to: Create a new QB company file or adjust an existing company file; setup fixed assets and track long term liabilities; adjust inventory; record typical journal entries and perform year-end closing functions.

The instructor will utilize the PC Windows Desktop Version (Accountant Edition) of the software to demonstrate these concepts, where students can follow along with their own computers. Students may also pose general questions about the software for the instructor and fellow students to discuss. 
This is an excellent opportunity for students to benefit from networking 
with other small businesses and learn how to become better acquainted with an existing QuickBooks installation. 

 

This course is taught using the Desktop Quickbooks Pro.

Note:  Although this class will be presented online, the online version of QuickBooks software 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. 

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

Company File Setup and Maintenance

* Choose a Start Date 
* Creating a Company File in QuickBooks
* Fine Tuning the Chart of Accounts
* Setting up other QB lists
* Defining Accounting Opening Balances
* Enter Open Transactions
* Enter Year-to-Date Income and Expenses
* Adjusting the Opening Balance for Sales Tax Payable
* Adjusting Inventory
* Setting Up Fixed Assets
* Tracking Loans for Fixed Assets
* Verifying your trial balance
* Closing Opening Balance Equity
* Setting the Closing Date
* Creating Additional Users
More topics will be covered as time permits

 

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 two days, Saturday, May 9th, 9:00 am to 12:00 pm.  and Wednesday, May 13th, 6:00 pm to 9:00 pm


IMPORTANT INFORMATION ABOUT THE SOFTWARE: Please register by Wednesday May 6th. This workshop requires you to use your own PC or laptop; If you have Quickbooks Pro 2015 or later already installed on your computer use that computer for the class.  If you do not have a recent edition of QuickBooks installed, you will need to download the QuickBooks Pro 2020 trial version which is 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.

Note: Online software users may also wish to attend the QB online workshop in Portland. Please see the SCORE website for the schedule.

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.