Once your company file has been set-up, learn how to use the basic QuickBooks functions via an overhead presentation seminar and a take-home handout which greatly simplifies the learning process.
• Learn how to enter customers
• Learn how to create, email or print invoices, receive payments and manage accounts receivables
• Learn how to enter bills, pay bills and manage accounts payables
• Learn how to create service or product items used for invoices
• Learn how to generate reports
• Learn how to reconcile bank accounts and credit card statements
Prerequisites:
• QuickBooks Setup for Service Businesses, or
• QuickBooks Setup for Products Business
Fee: $40
About the instructor: SCORE Member Quincy Yu is a Stanford MBA who has over 20 years setting up and managing QuickBooks accounting systems for her companies. She teaches several SCORE workshops: Finance: The Foreign Language You Need To Understand; How to Choose Your Business Structure; QuickBooks Set-up for Service Companies; QuickBooks Set-up for Product Companies; and QuickBooks 101 for Beginners.
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