This hands-on workshop, with laptops and sample data provided, introduces the useful and flexible QuickBooks accounting & bookkeeping application.
Quickbooks Bootcamp is an 8 hour workshop, split into two sessions:
During the morning session, attendees will walk through the steps of proper data entry techniques. Attendees will practice creating invoices, receiving customer payments, and entering vendor bills and credit card statements. Attendees will also learn how to balance a checkbook, and to generate financial reports. The instructor will go over how to appropriately classify expenses, and much more.
During the afternoon session, the instructor will guide attendees through hands on practices in topics such as advanced customer setup and 1099 vendor setup, 1099 preparation, and the setup and use of memorized transactions and other lists. The session will also focus on analyzing financial reports, discussing prepaid expenses and the importance of bookkeeping data security.
Exercises include modifying and analyzing financial reports, balance sheets, income and expense, and statement of cash flows reports. Topics will also include general journal entry, 1099 vendors, new Quickbooks users, new customers, 1099 vendor bills, and more.
*Note: We highly recommend taking the Bookkeeping Bootcamp Workshop prior to this QuickBooks workshop.
Instructor: Ted Hilliard is founder of Hilliard Management Group, Inc., a small business financial accounting consulting, training, and bookkeeping company. Ted has been a passionate small business trainer for over 20 years and has ability to make bookkeeping concepts easy to understand and entertaining. He is a veteran business owner who has a BA in Economics from University of California at Berkeley and a MBA in Finance from Columbia Southern University.
Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested at least 2 weeks in advance. Contact: Erin Morris, firstname.lastname@example.org, (415) 348-6227.register here
- Erin Morris
- (415) 348-6227
- renaissance soma
275 5th Street
San Francisco, CA 94103 United States + Google Map
- (415) 541-8580