Small Business Development Center (SBDC)

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QuickBooksTM Series

Fee includes materials, refreshments, and parking. Sessions run 8:30 a.m.-12 noon.  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.  Get a $10 per seminar discount when you register for the three seminars at the same time: QuickBooks Essentials, QuickBooks Payroll and QuickBooks Advanced.  Use discount code QB3.

QuickBooks Essentials

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.

Next seminar: Thursday, May 11, 2017 or Tuesday, October 17, 2017

QuickBooks Payroll

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 

Next seminar: Thursday, June 15, 2017

QuickBooks Advanced

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 

Next seminar: Friday, October 6, 2017

NEW!

QuickBooks Online

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 Online 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            

 

Fee includes materials, refreshments, and parking. Session runs from 8:30 a.m.-12 noon.  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

Next seminar: Monday, June 12, 2017 or Friday, November 3, 2017