QuickBooks Live Demo 2

Date and time

 - 

Location

Online

Organizer

Elvis Dzidzornu
dzidzornu@kutztown.edu
484-750-7520

Host organization

SSBCI

Type of event

Resource Partner event

Event description

 QuickBooks Live Demo 2

This live Demo session will provide insight into how to navigate advance functions of QuickBooks (QB) to help business owners/users improve automation to improve efficiency in their bookkeeping task. This interactive working session allows you to work through your QuickBooks system with ongoing support and guidance.

Learning Objectives: 

  1. Creating/Adding a product to QuickBooks
  2. Creating invoice and sending it to customers electronically
  3. Creating estimates and converting it to invoice
  4. Creating single bills & recurring bills
  5. Creating Bank Rule to automate transaction postings and reconciliation
  6. Exploring QuickBooks Reports: - Profit and Loss, Balance Sheet, Account Payable aging summary, Account Receivable aging summary, sales by customer summary, etc.
  7. Adding customer, employees, contractors to your QB
  8. Deleting an account category and it impact 
  9. How to invite an Accountant into you QB account
Register