Oxford Hills SCORE is pleased to offer our QuickBooks workshop series this year for small businesses in our community and beyond. This important software can help with your invoicing, tracking sales and expenses, and handling your bookkeeping requirements for tax preparation.
QuickBooks will let you sync your data across your computer, tablet, and smart phone mobile devices when you need it.
This four night, expanded version is intended to broaden your understanding of QuickBooks and allow for greater hands on functionality. The version we will use targets the PC platform and not the Apple laptop so please insure you are a PC-based user.
Here are the specific objectives of each evening’s session:
Objectives- Part I. Introduction (October 5th)
Basic principles of accounting
Accounting behind the scenes in QuickBooks
An overview of QuickBooks data files and types
Opening Portable Files
How to restore backup files
Entering transactions in QuickBooks
QuickBooks user interface featuresAbout QuickBooks help and support
Objectives- Part II. Sales Process (October 12th)
Track company sales
Set up customer records in the Customer Center
Track income and expenses by Job
Record sales receipts
Use the Undeposited Funds account to track your cash receipts
Record invoices and payments from customers
Record bank deposits of cash, check, and credit card receipts
Objectives- Part III. Expenses (October 19th)
Set up vendors in the vendor list
Understand how to use classes in QuickBooks
Use QuickBooks for job costing
Enter expense transactions in several different ways
Manage accounts payable transactions
Objectives- Part IV. Reports (October 26th)
Describe several types of QuickBooks reports
Create several different accounting reports
Create several different business management reports
Customize the look of reports and filter the data on reports
Memorize and group reports
Process and print multiple reports in batches
Use the Search command to find transactions
Use QuickZoom to see the “numbers behind the numbers” on reports
Export reports to spreadsheets for further analysis
Who Should Attend?
Any business owner wanting to implement a sound accounting tool for their business
Any business bookkeeper needing efficient software that tracks income and expenses all in one place
Anyone seeking to better understand the features and capabilities of QuickBooks.
Michael Fortin from Augusta, graduated from Thomas College in Waterville with a BA in Business Education, has worked as an accountant for both government and the private sector for more than 20 years with 8 years devoted to teaching QuickBooks as an Intuit QuickBooks Certified instructor. He is also a Maine small business owner for 24 years at Power Mixers, a Maine DJ serving northern Maine events.
Space is limited so please register by Friday, September 29th. This workshop requires you to bring your own PC laptop and we will install a temporary QuickBooks Accountant 2015 license for these four classes so please come to thefirst class by 5:00 pm. If you have Quickbooks Pro 2015 that you are using, please bring your PC laptop with this installed. Please let us know if you do not have a PC laptop to use.
Fee: $50 per person for all four evening classes and free to Vets of the Armed Services.