Greg Charles

Organizer

Greg Charles
Phone
503-498-6448
Email
greg.charles@ebsassociates.com

Location

ebs Learning Center
Tigard, OR

More Info

Register Now

Date

Sep 14 2018

Time

08:00 AM - 05:00 PM

Cost

$449.00

2-Day QuickBooks Online Training Seminar

2-Day QuickBooks Online Training Seminar

Course Objective

This 2-day seminar introduces the essential functions of QuickBooks Online to business owners and managers.  Designed to cover the most common day-to-day tasks encountered in small business, attendees will be up and running with the software in no time. Participants are encouraged to bring specific questions and examples from your own occupation.

Upon successfully completing this course, participants will be able to:

  • Create and maintain a company data file
  • Process transactions in the sales workflow
  • Process transactions in the purchasing workflow
  • Work with bank accounts
  • Create reports and graphs
  • Prepare basic payroll

Cost: $449 $349 Early Bird Special Eds 07/15/2018

Day 1

Welcome and Introductions (8:30 – 9:00 am)

Getting Started (9:00 – 10:00 am)

  • Benefits of using QuickBooks Online
  • Subscription Levels
  • Navigating the User Interface

Setting up a New Company (10:00 – 10:45 am)

  • Planning & Creating a New Company File
  • Customizing Your Company File
  • Adding and Managing Users

Break (10:45 – 11:00 am)

Working with Customers (11:00 am – noon)

  • The Sales Center
  • Recording Sales Transactions
  • Receiving Customer Payments
  • Recording a Bank Deposit
  • Creating Customer and Sales Report

Lunch (12:00 – 12:30 pm)

Working with Vendors (12:30 – 1:45 pm)

  • The Expense Center
  • Creating Vendor Transactions
  • Managing Accounts Payabl

Break (1:45 – 2:00 pm)

Banking and Credit Card Transactions (2:00 – 3:15 pm)

  • Managing the Banking Center
  • Setting Up and Using Bank Feeds
  • Entering Debit and Credit Card Transactions
  • Reconciling Accounts
  • Preparing Financial Reports

Review – All in a Day’s Work (3:15 – 4:30 pm)

Day 2

Managing Inventory (9:00 – 10:30 am)

  • Tracking Inventory
  • Purchase Orders
  • Vendor Credits/Returns
  • Sales Tax
  • Inventory and Non-Inventory Products
  • Reports

Break (10:30 – 10:45 am)

Customizing, Fine-Tuning and Extending Capabilities (10:45 am – noon)

  • Customizing Reports
  • Setting User Permissions
  • Extending Capabilities with QuickBooks Online Apps (3rd Party Integrations)

Lunch (12:00 – 12:30 pm)

The Accounting Cycle, Classes and Locations (12:30 – 1:30 pm)

  • Steps in The Accounting Cycle
  • Class and Location Tracking
  • Delayed Charges and Credits

Completing the Accounting Cycle, Closing the Books and Reviewing Changes (1:30 – 2:30 pm)

  • Completing the Accounting Cycle
  • Closing the Books
  • The Audit Log and Audit History

Break (2:30 – 2:45 pm)

Using Payroll in QuickBooks Online (2:45 – 4:00 pm)

  • Payroll Setup
  • The Employee Center
  • Running Payroll
  • Payroll Taxes
  • Payroll Reports

Review and Closing Remarks (4:00 – 4:30 pm)

Gain essential QuickBooks skills to better run your business, through a comprehensive experiential learning environment with hands-on, practice exercises using sample data, all working directly within QuickBooks.

Who should take this course?

  • Business Owners
  • Bookkeepers
  • Office Administrators
  • New QuickBooks Online Users
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