QuickBooks Online: Part 1 of 2

All the benefits of the Web-based accounting program, accessible to you from any computer with Internet.

Class Outline:

• Getting Started:
  • Overview of QuickBooks OnLine (QBOL) vs. Desktop (QBDT) versions
  • Subscription Levels, Features, and Reports
• Importing Desktop Data to QBOL and Setting up your Company
• Navigating within QBOL and some Best Practices
• Recording Transactions:
  • Sales & Revenue: Types, Settings & Entering Transactions
  • Expenses & Purchases: Types, Settings, and Entering Transactions
  • Additional Transaction Types initiated from the Quick Create Menu
  • Other Tools; Reconciliation History
• Types of Reports and Reporting Methods
• Expanding Usability: Invoices & Payments; Payroll; Intuit App Center

You will receive a copy of the QuickBooks Online Training Guide for use during and after class.

We offer this workshop in 2 parts to allow you time to process the information and even practice a bit back at your own computer. We start with four hours on Tuesday afternoon, May 24, and conclude with four hours on Friday morning, May 27.

This class is “hands-on” with lots of practice exercises on laptops with a sample company. If you wish to bring and use your own laptop, the preferred browser for either Windows or Mac is Google Chrome.  Please note: We will not use your own company records during the class or be able to trouble-shoot issues with your personal machines.

The course is taught assuming participants have a basic understanding of bookkeeping terms and practices.

SV SBDC QuickBooks classes are taught by certified QB Pro-Advisors: Henry Reeves, CPA, is founder of  QB Financials, LLC, and Susan Steele-Ward, CPA is a manager at PBMares LLP. We also thank our partners at the accounting firm of PBMares, LLP for the generous use of their training room for these classes.

Note: Seating is limited; pre-registration is required.  Click here to register.   Payment is required to confirm your registration.