Basics: Intro to QuickBooks®

For this session we will cover: chart of accounts, creating invoices/receiving payments, enter/pay bills, bank reconciliations, deposits, bank transfers and bank feeds, as well as basic reporting.

Beyond the Basics

For this session we will cover: classes/locations, creating memorized(recurring) transactions, custom reports, sales, use, meals and local tax, items/products and services. Exclusively in the QBO training we will also cover: management reports, business vs accounting view and overview/dashboard.

For the future:

We are in the process of setting up dates and content for some additional classes on tips and trick and year end review items. Please watch for these to be on the schedule soon.