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QuickBooks

Practical QuickBooks: Tricky Situations

Tricky Situations Class Description:

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

Instructional Level:

Intermediate

Requirements:

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

Who should take this class?

  • Employees in charge of their company’s accounting software
  • Bookkeepers and Accountants who wish to brush up on their skills

What You’ll Learn:

  • How to add situation-specific accounts to the Chart of Accounts
  • How to manage a Line of Credit
  • How to separate out Loan payments for principal, interest, and debt protection insurance
  • How to process Bounced Checks, both your customers’  and your own
  • How to track Bartering, so you can track your true income and your expenses even though no money has changed hands
  • How to memorize transactions, so the next time you don’t need to remember what you did last time
  • Valuable tips and tricks to shave time off your daily tasks

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 drop-down 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, 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/.

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!

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.

Continue Reading

QuickBooks for Contractors: Progress Invoicing and Job Costing

QuickBooks for Contractors: Progress Invoicing and Job Costing Class Description

In this class specific to construction, we’ll cover Estimates, Progress Billing, Change orders, taking Deposits, receiving partial Payments, billing for time and materials, and Job Costing. INSTRUCTOR: Alicia Katz Pollock COST: $59 HOW TO REGISTER: Please visit https://royalwise.com/rw/classes.

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

Instructional Level

Beginner to Intermediate

Who should take this class?

  • Contractors who want to track projects
  • Businesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed, and want to determine which services and customers make the most profit
  • Bookkeepers and Accountants who wish to brush up on their skills

What You’ll Learn

  • Creating estimates
  • Closing estimates
  • Converting estimates to invoices
  • How to track change orders
  • Doing progress invoicing
  • Taking deposits
  • Taking partial payments
  • Issuing customer statements
  • Making bank deposits
  • Making time and materials expenses billable to customers
  • Running job costing reports

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.

Continue Reading

Quicken: Managing Personal Finances

Quicken: Managing Personal Finances Class Description:

Quicken is personal financial management software. Not only is it a digital checkbook, it can help you monitor your investments as well. Get the big picture of your financial health, and have all the deductions at your fingertips come tax time.

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

Who should take this class?

  • Households who want to track and analyze where their money is going
  • Investors who want to see the value of their holdings, and their net worth, all in one place

What should you bring?

A computer with Quicken installed, any version (optional).

What You’ll Learn

  • Setting up a new file
  • Setting up your bank accounts
  • Setting up your credit cards
  • Setting up your investment holdings
  • Creating your list of Tags
  • Using the automatic import of transactions
  • Writing & printing checks
  • Reconciling
  • Running reports

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, choose “Virtual Classas 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.

Continue Reading

Practical QuickBooks: All About Credit Cards

Practical QuickBooks: All About Credit Cards Class Description:

Everything you wanted to know about using and accepting Credit Cards in your business. First, we’ll look at using Credit Cards – what’s the proper way to track expenses charged to credit cards? How do you enter credit card payments? What do you do when you have multiple employees, each with their own cards? Then we’ll look at the options for accepting credit cards, PayPal, and ACH payments for your services. How do you batch the deposits? What about fees? We’ll look at QB Payments, QuickBooks’ integrated payment solutions – see how easy it is to swipe cards, and how they’re magically managed for you in the background.
The class will be recorded and saved in “My Class Recordings” for you to review at your convenience!
Instructional Level
Beginning to Advanced
Requirements
  • Our “Introduction to QuickBooks” Virtual Class/Webinar, or
  • Our “QuickBooks Online” video course
Who should take this class?
  • Business owners who want to accept credit cards
  • Employees in charge of their company’s accounting software
  • Bookkeepers and Accountants who wish to brush up on their skills
What You’ll Learn
  • The pros and cons of Square, PayPal, and QuickBooks Payments
  • How to use QuickBooks Online on an iPhone, iPad, or other smartphone
  • How to swipe a credit card on a smartphone
  • Explore the workflow to manage the transaction in your accounting software

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 drop-down 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, 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/.

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!

 

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.

Continue Reading

QB Payments: Merchant Services

QB Payments: Merchant Services 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 transactions, 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” from the drop-down 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, 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/.

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!

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.

Continue Reading

Practical QuickBooks: Bank Feeds and Reconciling

Practical QuickBooks: Bank Feeds and Reconciling

One of the best 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 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 while 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.

Continue Reading

Practical QuickBooks: Bank Feeds and Reconciling

Practical QuickBooks: Bank Feeds and Reconciling

One of the best 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 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 while 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.

Continue Reading

QB Payments: Merchant Services

QB Payments: Merchant Services

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 via Virtual Class, or Watch Later:

This class is an interactive 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 “Virtual Classroom” 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.
Continue Reading

Practical Quickbooks Online: Progress Invoicing and Job Costing

Practical QuickBooks: Progress Invoicing and Job Costing Class Description

In this class specific to construction and other service-related businesses, we’ll cover Estimates, Progress Billing, Change orders, taking Deposits, receiving partial Payments, and Job Costing.

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

Instructional Level

Beginner to Intermediate

Who should take this class?

  • Contractors who want to track projects
  • Businesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed, and want to determine which services and customers make the most profit
  • Bookkeepers and Accountants who wish to brush up on their skills

What You’ll Learn

  • Creating estimates
  • Closing estimates
  • Converting estimates to invoices
  • How to track change orders
  • Doing progress invoicing
  • Taking deposits
  • Taking partial payments
  • Issuing customer statements
  • Making bank deposits
  • Making time and materials expenses billable to customers
  • Running job costing reports

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.

Continue Reading

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

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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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.

Continue Reading 0
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