Intro to QuickBooks Desktop

Intro to QuickBooks Desktop Class Description:
If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks on a Mac or PC. We’ll take a broad look at all of QuickBooks’s features and help you determine which ones you need to manage your business on a daily basis.

We will take an hour off for lunch. You will get a free manual.

The class will be recorded and saved in “My Class Recordings” for you to review at your convenience!

Instructional Level:
Beginner through Intermediate

Course Length:
5 hours. We will take an hour off for lunch.

Requirements:
No prerequisite knowledge needed.
QuickBooks Pro or higher installed on your computer.

Who should take this class?
Business owners and employees who maintain their company’s financial records
Students and job-seekers will boost their employment marketability
Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
Bookkeepers and Accountants who wish to brush up on their skills.

What should you bring?
A pen. We will provide you with a free QuickBooks manual where you can take notes.

What You’ll Learn:
The importance of good record keeping
When do you need a bookkeeper and when can you do it yourself?
Common bookkeeping mistakes business owners make
Setting up QuickBooks
QuickBooks Preferences
Creating your Items list
Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
Bank feeds
Reconciling

Attend in Person, via Virtual Class, or Watch Later:
If you are planning to attend our class in person, choose “Live” from the dropdown menu. This class will be taught at the Portland English Language Academy.

If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via Virtual Class. When you register, choose “Virtual Class” as your ticket type. We’ll email you an access code and instructions for how to connect. Please log in 10 minutes before the start time to connect your audio and video.

Our Virtual Classes are just as if you are physically in the classroom with us. This is not just a watch-and-listen webinar: it’s an interactive classroom experience! You can talk and be seen. You can virtually raise your hand when you have questions. It’s truly just like a real class. A recording of the Virtual Class will be available to you in two weeks at https://royalwise.com/my-classes/.

If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.