6/9/2022 – SETTING UP QBO:

Topics covered are choosing from the different QBO versions, new company setup, customizing settings, setting up customers, and vendors, chart of accounts, product and service items, setting up bank feeds, bank rules, and bank reconciliation.

6/16/2022 – QBO SALES & EXPENSES:

Topics covered are creating sales receipts, and invoices, receiving customer payments, setting up purchase orders, billing, accounts payable, printing checks, mobile invoicing, receipts, and sales and expense reports.

6/23/2022 – TIME TRACKING, PAYROLL & JOB COSTING:

Topics covered are using time tracking within Quickbooks, setting up & using payroll, preparing & viewing payroll reports, and discussing tax filings and job costing reporting in QBO.

6/30/2022 – REPORTS FOR YOUR BUSINESS:

Topics covered are creating standard financial reports, management reports and tax reporting documents in QBO as well as an overview of third-party integrations with QBO (Etsy, Square, PayPal, etc.)

Instructor: Maureen Thielen