QuickBooks Training Series

Event Details

QuickBooks Training Series

The California Capital Women’s Business Center (WBC) is offering a QuickBooks Training Series with Holly Morton, founder of Accrual Mistress Bookkeeping & Consulting. In a small classroom setting, you will learn how to keep meticulous financial records and gain a solid understanding of customizing QuickBooks for your business needs.

WHEN: Thursdays, August 29-October 3rd | 10am-12pm

WHERE: 1792 Tribute Road, Suite 270, Sacramento, CA

Week 1

● Choosing the subscription/apps that best suit your business
● Settings and best practices
● Keyboard shortcuts
● Users & Permissions

Week 2
● Chart of Accounts – adding and editing accounts
● Setting up Clients
● Setting up Items & Maintaining Inventory
● Setting up Vendors

Week 3
● Accounts receivable
● Creating invoices and sales receipts
● Receiving payments
● Making deposits

Week 4
● Accounts Payable
● Entering bills
● Tracking information for 1099s
● Processing online & check payments

Week 5
● Bank Feeds
● Rules & Automations
● Matching existing transactions
● Ensuring that transfers between accounts and payments to credit cards aren’t duplicated
● Splitting transaction & marking items as billable
● Reconciliations

Week 6
● Reports
● Custom & Management Reports
● Reconciliation Reports
● Balance Sheet
● Profit & Loss
● Tax implications

Register Here!

“The Women’s Business Center is funded in part by the U.S. Small Business Administration”