QuickBooks is the most widely used financial software application for small business today. We have broken the topics into two sessions. The first session is a basic introduction to the software and how to get started. The second session will cover some more advanced topics and will include a question and answer session.
The first session on "Introduction to QuickBooks" on January 9th is geared to an individual who is planning to use QuickBooks, has recently started or is looking for a referesher of the basics and will cover:
- Setting up a new company
- Processing sales and receipts
- Recording purchases and payments
- Reconciling banking transactions
The second session " Intermediate QuickBooks" on January 16th is geared to someone who has attended the introduction session or someone who has been working with QuickBooks and will cover the following topics:
- Customizing forms
- Memorizing Transactions
- Tracking and paying sales tax
- Online banking
- Additional topics will be discussed as time allows
Both sessions will be taught by Sarah Robinson, CFP of Robinson Financial Solutions. Sarah is a QuickBooks Pro-Advisor and provides tax services, bookkeeping, financial planning and consulting services to small businesses on the Lower Cape.
Questions call Pam at 508-240-7873 x18 or email at firstname.lastname@example.org