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Quickbooks Made Easy

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Name: Quickbooks Made Easy
Date: May 15, 2017
Time: 5:30 PM - 8:30 PM EDT
Registration: Register Now
Event Description:
Taught by: Leona A. van der Meer, QuickBooks® ProAdvisor
  • Stop making mistakes that hurt your bottom line
  • Set up QuickBooks with a correct chart of accounts
  • Use QuickBooks to speed up cash flow
  • Learn about the 5 reports you should track to build a profitable business

Day 1:  May 15th
Getting Started

   - Express Start
   - Menu Bars
   - Home Page
   - Insights
Setup Your New QuickBooks Company
    - Company Preferences
    - Manage Users
    - Chart of Accounts
          Add, Edit, Delete, Make Inactive, Merge and Sub Accounts
    - Items
    - Beginning Balances and Historical Transactions
          Bank Balances
          Outstanding Invoices
          Unpaid Bills and More

Day 2: May 16th
    - Memorized Reports
    - Balance Sheet
    - Profit and Loss
    - Audit Trail
Accounts Receivable A/R
    - Sales and Customer Preferences
    - Customer Center
          Add, Edit, Delete, Make Inactive and Merge
    - Sales Receipts and Invoices
    - Receive Payments
    - Record Deposits
          Merchant Fees and Vendor Refunds
    - Credit Memos and Apply Credits
    - Refunds
    - Income Tracker
    - Sales and A/R Reports

Day 3: May 18th
Accounts Payable A/P
    - Vendor Preferences
    - Vendor Center
          Add, Edit, Delete, Make Inactive and Merge
    - Write Checks
    - Enter Bills
    - Pay Bills
    - Vendor Credits
    - Apply Vendor Credits
    - Print Checks
    - Bill Tracker
    - A/P Reports
Bank and Credit Card Accounts
    - Bank Feeds
           Web Connect or Direct Connect
    - Bank Transactions
    - Transfer Funds
    - Reconcile
    - Bank Reports

Day 1 is a prerequisite for those without any experience in QBs and optional for those with QBs experience.

Chamber Conference Room
670 Linwood Avenue
Date/Time Information:
Monday, May 15th
Tuesday May 16th
Thursday May 18th

5:30pm –8:30pm
Contact Information:
Marcia Decker Marcia Decker
Members :$60, includes learning materials.  
Non-members: $99  
includes learning materials.  
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Blackstone Valley Chamber of Commerce · 670 Linwood Ave Bldg. A Suite #5 · Whitinsville, MA 01588-1442 · Phone: (508) 234-9090 · Fax: (508) 234-5152
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The Blackstone Valley Chamber of Commerce would like to thank our Partners
Worcester Regional Chamber of CommerceBlackstone River Valley National Heritage CorridorMassachusetts Association of Chamber of Commerce ExecutivesMass Office of Travel and Tourism  Discover Central Massachusetts
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