Intro to QBO Class Description: If you run a business, keeping good financial records is crucial to your business decisions and your tax returns! Learn how to manage your company by using QuickBooks Online, the web-based version. We will take an hour off for lunch. 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…Find out more »
Intro to Accounting and Bookkeeping Class Description: Entrepreneurs and new business owners are experts in their field and have a passion for what they do…but if they were good at bookkeeping, they would have become bookkeepers! This class is a great introduction to the business behind business. What do you need to know about record-keeping in order to succeed? We’ll look at: The importance of good record keeping, saving receipts, bookkeeping options like QB, web-based systems including QBO and Xero,…Find out more »
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. 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…Find out more »
Excel in 3 Hours Class Description: Crunching numbers in a spreadsheet is only daunting until you know what you’re doing. Our 3-hour class teaches you the essentials of not just beginning-level Excel, but some of the more advanced features that are essential to working with your numbers. We focus on the tools that will be most useful to you at work. It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover…Find out more »
QuickBooks Online for Accountants and Bookkeepers Class Description: Accountants and Bookkeepers are frequently frustrated by QuickBooks Online. The interface is different, and they can’t find the features they need. This class will introduce you to the QBOA, the version for Accountants. We’ll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO easier to use than the desktop version. The class will be recorded and saved in "My…Find out more »
QB Payments Credit Card Processing Class Description If you use QBO, take credit cards with QB Payments. The rates are competitive with Square and PayPal. Even better, save time and money with automation. Your clients can pay their invoices online. You can run recurring payments automatically. QuickBooks Online takes the fees out in separate transaction, instead of deducting them from the bank deposit and confusing you, like PayPal does. And best of all, QuickBooks will batch deposit payments so that…Find out more »
QBO Mobile App In the Field Class Description QuickBooks Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The Mobile App has features the website doesn’t! Reduce paperwork by creating Estimates and Invoices onsite, with signatures. Eliminate after-the-fact accounting by using your camera to take pictures of receipts. Use third-party apps to keep track of employee timecards and schedules. In this hands-on workshop we’ll demonstrate the specific workflow steps you’ll use…Find out more »
Intermediate QuickBooks Online: Tricky Situations Class Description: It’s one thing to know all of QBO’s menu items, but it’s something else entirely to use it for non-standard circumstances. In this workshop you’ll understand how to manage these common but confusing scenarios: Bartering, Bounced Checks (both your customers’ and your own), Creating Loan Splits, Negative Merchant Service Deposits, and options for managing Client Retainers and Deposits. Instructional Level: Intermediate Course Length: 3 hours What You'll Learn: Why you need to track…Find out more »
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Click here to download our entire Course Guide. Don’t see the class you want on the schedule? Jamie and Alicia are also available for individual instruction and support. Contact us at 503-406-6550 or fill in this form and we’ll be happy to help.
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All classes are eligible for CPE credit!