Please note: This course takes place every Tuesday for three weeks. We will meet IN PERSON from 5:30pm - 7:30pm on June 4 and 11, and via Zoom webinar on
Please note: This course takes place every Tuesday for three weeks. We will meet IN PERSON from 5:30pm – 7:30pm on June 4 and 11, and via Zoom webinar on June 18. Please do not register for this seminar series if you can not attend both the June 4 and June 11 dates. June 18th is optional, based on individual interest and needs.
Quick Books is the leading financial software for small business owners, and this three-part workshop is for those who are new to Quick Books. In the first two classes, you will learn to navigate through the Quick Books dashboard, to understand chart of accounts and the items list which is used in creating invoices, applying customer payments, entering vendor bills, paying vendor bills, and how that corresponds to what you see on your bank statement. The third class will be a Q&A session via Zoom (online).
This is an experiential class and attendees will need to bring a laptop to use and access the internet.
► Navigating in Quick Books
► Edit Your Chart of Accounts
► Add Product Information
► Add Customers & Vendors into QB
► How to Create an Invoice
► Receive Payments in QB
► Create a Sales Receipt in QB
► Managing Expenses
► Print Checks
There will be an overview of accepting customer credit card payments, reconciling accounts, and what are QB Apps.
MEET THE PRESENTER:
Lorrie Cook is a Quick Books advisor, business strategist and accountant currently working at Equity Tax and Business Services of NH in Belmont, NH. She has over 30 years of experience with Quick Books and she’s helped over a hundred business owners and their employees learn how Quick Books can help them manage the financial success of their business.