Hands-On QuickBooks®: Set-up for Success

Start Using QuickBooks® With Confidence!

This workshop is an interactive, hands-on workshop that will help you get your QuickBooks software up and running with the guidance and expertise of a QuickBooks ProAdvisor.  Class size is limited to 10; so, questions and participation are always welcomed and encouraged throughout the class.  This isn’t one of those seminars where you absorb information, get back to the office and never find time to put the information to use.  The hands-on approach ensures that you will leave with a big item checked off your to-do list.  Register now to walk away confident that your bookkeeping is off to the right start!

In this workshop, you will:

  • Set-up company information
  • Set-up inventory and non-inventory items
  • Set-up sales tax items and groups
  • Set-up chart of accounts
  • Set-up vendor list
  • Set-up customer list
  • Set-up employees and payroll
  • Set-up bank and credit card accounts
  • Set-up loans

This workshop is ideally suited for:

  • Individuals who are starting or growing a business
  • Individuals who want a better understanding of QuickBooks

Seminar attendees are encouraged to bring their own laptop with QuickBooks already installed; however, we do have a limited supply of laptops with Quickbooks software for attendees who do not have one available to them.  We will include instructions on how to transfer your company file to your own computer/software after the workshop.

Cost: $60*

*Fee includes one-hour of follow up business coaching for attendees only.  If you have specific questions, want your chart of accounts or financial reports reviewed, or just want more financial guidance, we are available to help you.

Please watch for our upcoming follow-up seminar – QuickBooks® 101, which helps users become familiar with common tasks, where to find information and more on advanced tasks.

Stay Updated…

There are currently no workshops in our schedule. If you would like to be updated when workshops become available please fill out the form below. If you are interested in scheduling an event for your organization or company please contact us.