September 7, 2021 @ 6:00 pm – 8:00 pm
This course is created for those who have previous experience with QuickBooks Online. There are new features and just some “bad habits” that may need upgrading! Maybe you need a refresher as the program has undergone some substantial upgrades in the past couple of years. Come on, we’ll find a place for you!
In this class, we will review the basics such as learning how to create a company, configure and optimize for best results, vendors, customers, invoices, payments, make bank deposits, reconcile bank accounts, create reports to manage tasks, and prepare closing entries for the month-end and year-end. Supplemented by handouts and hands-on computer training. We will cover an accounting cycle for a month and perform year-end closing procedures. We will learn to display report results for printing or exporting or emailing. We will also review the end result of the accounting transactions we have posted and how the financial statements are impacted. AND you will learn how to correctly manage the bank feed! Oh My Gosh! Gamechanger!
A brand new feature called Melio is now available within accounts payable (bills) to schedule and pay bills electronically. This truly is a game-changer – no checks – and your vendor will be able to choose between a check or an ACH. We will personalize forms and get really proficient with the bank feed! Guess what it costs you! Not one penny! Save time and money!
Classes will be held on Tuesdays and Thursdays from 6:00 p.m. to 8:00 p.m. on September 7, 2021, thru September 30, 2021.