Small Business Development Center (SBDC)

Expand page menu
Skip to page menu

QuickBooksTM Online

March 28, 2018 or November 1, 2018
Session runs from 8:30 a.m.-12 noon.
 
QuickBooks is an outstanding management tool for small business owners but it can be confusing without the proper introduction or training. This workshop helps you learn and understand exactly what the online version of QuickBooks has to offer. 
 
This program helps you:
• Compare Quickbooks Desktop to Quickbooks Online
• Navigating and general overview of QBO
• Income, invoices and deposits, bills and expenses
• Reconciling your bank and credit cards, credit card options
• Connecting your online bank account
• Different Business Types- Tips, Tricks, how to set up QBO for your business (i.e. Inventory based, Contractors, Real Estate, Farming, Restaurants)          
• QBO pricing and levels, discounts for you          
• Where to find QBO training online        
   

In addition to the in-person class, every class member will receive 8 additional hours of QuickBooks Online webinar training. Instructions for accessing the webinars will be given during class. 

Fee includes materials, refreshments, and parking. To register for the workshop, click here, specify Topic: Business Accounting and Budget, Time Range: One Year, and click Search.  Then click on the Register button next to the program name.  You can also register by calling our office at 608.785.8783. 

Fee: $69

 

QuickBooks Series

Fee includes materials, refreshments, and parking. These are half-day sessions.  To register for workshops, click here, specify Topic: Business Accounting and Budget, Time Range: One Year, and click Search.  Then click on the Register button next to the program name.  You can also register by calling our office at 608.785.8783.  This series uses the desktop version of QuickBooks.  

Fee is $69 per seminar.  

QuickBooks Essentials

May 8, 2018 from 12:30 - 4:00 p.m.

November 29, 2018 from 8:30 a.m. - noon

In this program you will learn the basic features of QuickBooks. Topics include:

  • Entering transactions
  • Producing invoices and checks
  • Setting up vendors, customers, jobs and items
  • Reconciling bank and credit card statements
  • Producing financial statements

This program is best suited for people who want to start using QuickBooks or have recently started using QuickBooks.

QuickBooks Payroll

Next seminar: TBD

In this program you will learn how to utilize QuickBooks for processing your payroll. 

Topics include:

  • Basic payroll concepts 
  • Setting up wage & PTO items 
  • Setting up employees 
  • Setting up payroll taxes and garnishments 
  • Setting up pre-tax deductions 
  • Processing payroll and liability payments 
  • Direct deposit options 
  • Quarterly and annual reporting 

 

QuickBooks Advanced

September 20, 2018

Session runs from 8:30 a.m.-12 noon.

To get the most out of an accounting software package, you need to customize it for your business. In this half-day session you will learn to customize QuickBooks forms and reports to fit your unique business needs. You will also learn how to enter estimates and produce progress invoices and track time and materials. Topics include:

  • Customizing financial statements, reports and invoices 
  • Estimates and progress invoicing 
  • Tracking time and materials 
  • Memorizing transactions