2024 QuickBooks Q & A Schedule

Individual training is still available; contact us to schedule.

Join us at our Q&A for QuickBooks Desktop and QuickBooks Online being held in the training room at the DuBois Area Chamber of Commerce. The workshop is now split up into individual hourly sessions over twelve weeks on the third Wednesday of every month. The course will guide you on understanding how QuickBooks works and where to find the functions you are looking for so you have accurate reports to help you run your business efficiently.

Q&A seats are limited to twelve and will be held on Wednesday evenings, starting at 5:30 p.m. and running till 6:30 p.m. for questions on QuickBooks Desktop and QuickBooks Online. Q&A’s are $45 per individual class, or join us all year long for $450 for the year.

  • Wednesday, January 17th, 2024
  • Wednesday, February 21st, 2024
  • Wednesday, March 20th, 2024
  • Wednesday, April 17th, 2024
  • Wednesday, May 15th, 2024
  • Wednesday, June 26th, 2024
  • Wednesday, July 17th, 2024
  • Wednesday, August 21st, 2024
  • Wednesday, September 18th, 2024
  • Wednesday, October 16th, 2024
  • Wednesday, November 20th, 2024
  • Wednesday, December 18th, 2024

 

Looking for more hands-on personal training specific to your business? In-person QuickBooks training is available. Contact Us or Book Now to schedule in-person training.

Contact us to sign up for our online workshop!

Sign up today!

Q&A topics will include:

  • Navigating the program
    • Where do I find it? Know where to find what you want to do quickly and easily
    • Setting up your Preferences 
    • Snapshots: Quick reports to start your day
    • Using the Calendar function 
    • Vendor Center
    • Customer Center
    • Employee Center
  • Accounts Payable 
    • Entering Bills and Paying Bills
    • Entering Credit Card Transactions
  • Accounts Receivable 
    •  Set up your Items and Services
    • Creating Estimates
    • Creating Invoices and receiving Payments
    • Adding Deposits
    • Recording Sales Tax in QuickBooks
  • When to use journal entries and when you don’t in QuickBooks: Best Practices
  • Bank Feeds
  • Bank and Credit Card reconciliation
  • Reports
    • Balance Sheet/Income Statement
    • AR  Aging Summary and Open Invoice Report
    • AP Aging Summary and Unpaid Bills Report
    • Using Lists
    • Customizing Forms and Reports
  • Customizing your Templates for Invoices and Statements
  • Creating Budgets in QuickBooks
  • Users and Passwords
  • Using the 1099 Wizard 
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