2023 Workshop Schedule

Individual training is still available, contact us to schedule.

Join us at our workshops 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, where to find the functions you are looking for so you have accurate reports to help you run your business efficiently.

Workshop seats are limited to fifteen and will be held on Wednesday evenings, starting at 4:30 p.m. for QuickBooks Desktop and 5:30 p.m. for QuickBooks Online. Your investment in this workshop is $45 per individual class or $450 for the year.

  • Wednesday, January 18th, 2023
  • Wednesday, February 15th, 2023
  • Wednesday, March 15th, 2023
  • Wednesday, April 19th, 2023
  • Wednesday, May 17th, 2023
  • Wednesday, June 14th, 2023
  • Wednesday, July 19th, 2023
  • Wednesday, August 16th, 2023
  • Wednesday, September 20th, 2023
  • Wednesday, October 18th, 2023
  • Wednesday, November 15th, 2023
  • Wednesday, December 20th, 2023

 

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! 

Training will include:

  • Navigating the program
    • Where do I find? – 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 & 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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