QuickBooks – Question and Answer Session with Jane Shaw

Thursday June 8th  2 pm to 4 pm

Free Session

If you use QuickBooks Online and would like some help understanding and utilizing all the various functions, come hang out with Jane for the afternoon.  This open forum Q&A will provide insight on how to more effectively use your QuickBooks program.

You could discuss things like:

• Setting up your QuickBooks file
• Setting up your “chart of accounts”
• Add and track the products and services you sell
• Create “product categories”
• Setup new vendors
• Enter credit card expenses
• Enter invoices and record payment for vendors
• Create Purchase Orders and receiving reports
• Track the quantity and cost of inventory (and cost of goods sold)
• Setup your customers and clients
• Create invoices that can automatically be emailed to customers
• Record receiving payment from customers against their invoices
• Create estimates or proposals
• How to balance and reconcile your bank accounts
• “Write” checks out of QuickBooks or enter checks you’ve handwritten
• Print checks from QuickBooks
• Accessing financial reports