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Practical QuickBooks: Bank Feeds and Reconciling

Practical QuickBooks: Bank Feeds and Reconciling Class Description

One of the newest features in accounting software like QuickBooks is the opportunity to connect your bank accounts and credit cards. This allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. But…it has some interesting quirks you need to know about, as well as automation features like Rules that do the work for you.

Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.

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

Instructional Level

Beginner to Intermediate

Requirements

  • Completed our Intro to QuickBooks class, webinar, or video or
  • or Experience using your company’s QuickBooks
  • or Bookkeeping or Accounting experience

Who should take this class?

  • Business owners
  • Employees in charge of the company QuickBooks
  • Job seekers who want to learn QuickBooks
  • Bookkeepers and Accountants who want to brush up on their QB skills

What You’ll Learn

  • How to connect your bank accounts to your QuickBooks
  • How to import new transactions as they clear the bank
  • How to import previous transaction history
  • How to classify transactions through the Bank Feed to save time on manual data entry
  • Which transactions you should NOT import automatically
  • Workarounds for bank feed issues
  • How to reconcile your bank account transactions with your monthly bank statement
  • Tips and tricks wile reconciling that will save time and frustration

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

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. Scroll down for directions!
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, chooseVirtual 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/.

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!

 

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.

 

Directions to PELA (Portland English Language Academy):

The Portland English Language Academy (PELA) is located on the 3rd floor in the Lloyd Center, past the Food Court in the northwest corner. Guests can look for the Portland English Language Academy on any of the Lloyd Center directories.

Parking is free. Enter the parking garage at NE 10th and Halsey St. Turn right and go up the spiral ramp in the corner of the parking garage all the way to the top roof deck (Floor 3). Park in DD or EE, and enter the Lloyd Center through the doors with burgundy tiles. PELA is located just inside on the right.

Look for signs to Royalwise’s Classroom!

Guests can call 503-226-1656 to reach the PELA office, or call Jamie at 503-504-6392.

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Practical QuickBooks: Closing Up 2017 for Tax Time

Practical QuickBooks: Closing Up 2017 for Tax Time Class Description:

Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. Who are your best customers? What are your best sellers? Who owes you money, and who do you owe? We’ll customize your reports and memorize your favorites for future use.

Instructional Level:

Beginning through Advanced

Course Length:

2 hours

Requirements:

Our “Introduction to QuickBooks” live class/webinar, or
Our “QuickBooks Online” video course, or
Real-life experience using QuickBooks.

Who should take this class?

  • Business owners and employees hoping to gain deeper insight into the health of the business
    Bookkeepers and Accountants who wish to brush up on their skills

What should you bring?

A pen. No computer is necessary.

What You’ll Learn:

  • Steps to take at year end to make sure your books are right
    Categorizing Expenses
    Reconciling bank accounts
    Closing out Opening Balance Equity and Owner’s Equity
    Depreciation
    Running your P&L and Balance Sheet
    Taking Inventory
    Closing the books
    Making backups

Instructor:

Alicia Katz Pollock

 

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. Scroll down for directions!
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, chooseVirtual 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/.

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!

 

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.

 

Directions to PELA (Portland English Language Academy):

The Portland English Language Academy (PELA) is located on the 3rd floor in the Lloyd Center, past the Food Court in the northwest corner. Guests can look for the Portland English Language Academy on any of the Lloyd Center directories.

Parking is free. Enter the parking garage at NE 10th and Halsey St. Turn right and go up the spiral ramp in the corner of the parking garage all the way to the top roof deck (Floor 3). Park in DD or EE, and enter the Lloyd Center through the doors with burgundy tiles. PELA is located just inside on the right.

Look for signs to Royalwise’s Classroom!

Guests can call 503-226-1656 to reach the PELA office, or call Jamie at 503-504-6392.

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Together at QBC

Together at QuickBooks Connect

It’s taken me a week to decompress from my fourth QuickBooks Connect. It’s one of my favorite conferences, not just for the accounting industry, but of all those I’ve attended throughout my career’s various endeavors. As always, the education, networking, swag, and food were top-notch. Why I Go Every year I set a goal for […]

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Intermediate QuickBooks Online: Tricky Situations

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.

Topic:

Corporate Credit Cards with Subcards

Instructional Level:

Intermediate

Course Length:

3 hours

What You’ll Learn:

  • Why you need to track barter trades, and how to do it
  • How to code bounced checks and associated bank fees
  • How to split loan payments so you can reconcile your principal
  • What to do when a credit card refund causes your daily deposit to be negative
  • 3 ways to track customer deposits and retainers

 

About Your Instructor:

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend via Virtual Class or Watch Later

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/.

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can make you a listen-only attendee – just let us know!

When you register, choose “Webinar” 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.

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.
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QBO Mobile App In the Field

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 to do your bookkeeping while in the field with your customers. The more you can do on the fly, the less you have to do in the office!

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

Course Length:

1.5 hours

 

What You’ll Learn:

  • Mobile App features not on the website
  • Creating and emailing Estimates, Invoices, and Sales Receipts while onsite
  • Taking pictures of receipts in QBO on a smartphone to maintain a paper trail
  • Managing timecards and schedules with 3rd Party Apps

 

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Virtual Class, or Watch Later:

If you are planning to attend our class in person, choose Live @ GVCC, 1101 Broadway St # 100,  Vancouver, WA 98660.

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. 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/.

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!

When you register, choose “Webinar” 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.

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.
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QB Payments Credit Card Processing

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 you don’t have do the work.

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

Course Length:

1 hour

What You’ll Learn:

  •  How to sign up for QB Payments and get reduced ProAdvisor rates
  • How to swipe cards using the original and EMV readers
  • How to automate monthly customer payments

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Virtual Class, or Watch Later:

If you are planning to attend our class in person, choose Live @ GVCC, 1101 Broadway St # 100,  Vancouver, WA 98660.

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. 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/.

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!

When you register, choose “Webinar” 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.

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.
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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. 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

Instructor:

Alicia Katz Pollock

 

Attend via Virtual Class or Watch Later

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/.

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!

When you register, choose “Webinar” 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.

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.
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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. 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.

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:

4 hours

Course Credits:

4 CPE, Certificate of Completion

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

Instructor:

Alicia Katz Pollock

Attend in Person, via Webinar, or Watch Later

If you are planning to attend our class in person, choose “Live @ CityMac”.
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 webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

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.

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Practical QuickBooks: Bank Feeds and Reconciling

Practical QuickBooks: Bank Feeds and Reconciling Class Description

One of the newest features in accounting software like QuickBooks is the opportunity to connect your bank accounts and credit cards. This allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. But…it has some interesting quirks you need to know about, as well as automation features like Rules that do the work for you.

Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.

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

Instructional Level

Beginner to Intermediate

Requirements

  • Completed our Intro to QuickBooks class, webinar, or video or
  • or Experience using your company’s QuickBooks
  • or Bookkeeping or Accounting experience

Who should take this class?

  • Business owners
  • Employees in charge of the company QuickBooks
  • Job seekers who want to learn QuickBooks
  • Bookkeepers and Accountants who want to brush up on their QB skills

What You’ll Learn

  • How to connect your bank accounts to your QuickBooks
  • How to import new transactions as they clear the bank
  • How to import previous transaction history
  • How to classify transactions through the Bank Feed to save time on manual data entry
  • Which transactions you should NOT import automatically
  • Workarounds for bank feed issues
  • How to reconcile your bank account transactions with your monthly bank statement
  • Tips and tricks wile reconciling that will save time and frustration

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Webinar, or Watch Later

If you are planning to attend our class in person, choose “Live @ CityMac”.

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 webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.
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.
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QuickBooks Online Fundamentals Series: Setting Up Your Firm’s Books

QuickBooks Online Fundamentals Series: Setting Up Your Firm’s Books

Presented by Intuit, taught by Royalwise. This is the second of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online. This webinar begins with a demonstration of the QuickBooks Online Accountant “Your Books” feature, which is a free subscription to QuickBooks Online that is integrated within QuickBooks Online Accountant for the accounting professional to use. It will then show the accounting professional how to set their firm up as a simple service company in their “Your Books” QuickBooks Online company.

 

Click Here to reserve your spot in this free webinar!

 

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).
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Practical QuickBooks: Running Reports

Practical QuickBooks: Running Reports Class Description

Now that you’ve spent hours keeping your business records up-to-date, you can analyze your business to help it grow. Who are your best customers? What products and services are your best sellers? Who owes you money, and who do you owe?

We’ll customize your reports to pull the data you need, memorize your favorites for future use, and even email them every month automatically!

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

Instructional Level

Beginner to Intermediate

Requirements

  • Completed our Intro to QuickBooks class, webinar, or video or
  • or Experience using your company’s QuickBooks
  • or Bookkeeping or Accounting experience

Who should take this class?

  • Business owners
  • Employees in charge of the company QuickBooks
  • Job seekers who want to learn QuickBooks
  • Bookkeepers and Accountants who want to brush up on their QB skills

What You’ll Learn

  • What reports are available at each subscription level of QuickBooks
  • How to read a Profit & Loss report
  • How to read a Balance Sheet
  • A/R and A/P reports
  • Job Costing reports
  • Who are your best Customers?
  • What are your most lucrative services?
  • What are your best-selling products?
  • How to analyze your reports to decide what direction to grow in the future
  • How to customize reports to extract exactly what you want to see
  • How to memorize reports so you can run them again in the future

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Webinar, or Watch Later

If you are planning to attend our class in person, choose “Live @ CityMac”.

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 webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

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.
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