| QBs Desktop I, II, III, and IV |
| Date: |
2019 - Feb 5, 12, 19, 26 |
| Cost: |
$120 |
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This is a four part/day QBs series:
Session 1) We will begin with how QBs works, getting around, learning common accounting terms used by QBs, creating a new company file, setting preferences, entering new customers, vendors, accounts, and items, as well as an overview of other features (backing up your data and customizing your home page). A brief discussion on your chart of accounts, accrual vs. cash basis accounting, and a review of the basic Balance Sheet, P&L, and Cash Flow reports.
Session 2) We learn about working with bank accounts (including how to handle PayPal and Square), reconciling accounts, and using bank feeds, as well as using other account types (credit cards, loans and fixed assets). We will create a new fixed asset item, make a deposit for a fixed asset, and create an equipment loan all in one transaction, as well as learn how to use the Loan Manager feature.
Session 3) Entering and recording sales information, receiving payments and making deposits, generating customer statements, entering and paying bills, as well as an overview of other features related to these activities.
Session 4) We cover some Advanced features all throughout the seminar; although a custom hand-out that covers more features are covered in this session (i.e. syncing contacts, sharing your file electronically with your accountant, exporting to Word/Excel, using the Doc Center, entering budgets, and technical suggestions when you have issues with your file). We will also run more detailed financial reports, discuss setting up inventory and finally tracking and paying sales tax. |
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| QuickBooks Online (QBO) |
| Date: |
2019 - March 5, 12 |
| Cost: |
$80 |
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This is a two part (day) workshop, that will focus on:
Ch. 1: Getting Started (overview, importing, setting up your co.)
Ch. 2: Navigating (best practices and centers)
Ch. 3: Recording Transactions (sales, expenses, banking, other)
Ch. 4: Reporting (financials, sales, A/R, A/P, payroll)
Ch. 5: Expanding QBO (e-payments, payroll, apps)
A brief discussion on the chart of accounts, accrual vs. cash basis accounting, and other basic accounting terminology. We will be using a live web-based test file provided to us by Intuit. |
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| Understanding Payroll, Payroll Taxes, Records and Basic HR Functions while using QBs |
| Date: |
2019 - May (date TBD) |
| Cost: |
$60 |
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This workshop will include discussion of State and Federal labor laws and regulations regarding having employees, and the necessary record keeping needed to comply with these requirements.
A quick coverage of independent contractors vs. employees.
Deep coverage of what needs to be given to new employees, what needs to be kept in their employee file, specifics regarding legal tax forms, OT, work-weeks, etc...
Examples of processing payroll functions will be demonstrated with the use of QuickBooks desktop and QBO, including discussion of e-filing both payroll taxes and forms right out of QBs.
A QuickBooks -how to- payroll manual and a handout on the payroll function will be distributed. |
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