Online 5-Week Series QuickBooks Training

Online 5-Week Series QuickBooks Training

Date/Time: General Session #111/7/20236:00 PM- 7:30 PM (MST)General Session #211/14/20236:00 PM- 7:30 PM (MST)General Session #311/21/20236:00 PM- 7:30 PM (MST)General Session #411/28/20236:00 PM- 7:30 PM (MST)General Session #512/5/20236:00 PM- 7:30 PM (MST)Status: Open - 50 places remaining Registration Deadline: 11/7/2023 8:00 AM (MST) Fee: $50.00 Registration Policies Point of Contact: Courtney Loeffler (406) 533-6780 Program Format: Multi-session Course Training Topics: Accounting/Budget, Business Financing Description:

Course Title: QuickBooks Online 5-Week Training

Course Duration: 5 Weeks

Course Dates: November 7th - December 5th (VIRTUAL)

Course Time: 6:00 PM - 7:30 PM

Cost to Attend: $50 Per Person

Course Overview:

Are you looking to master the fundamentals of QuickBooks Online and streamline your accounting processes? Join our 5-week QuickBooks Online Essentials Training, designed to empower beginners and intermediate users with the skills and knowledge needed to effectively manage finances and maximize the potential of this powerful accounting software.

Week 1: Getting Started with QuickBooks Online (November 7th)

• Introduction to QuickBooks Online
• Navigating the QuickBooks Online Dashboard
• Setting Up Your Company Profile
• Connecting Bank and Credit Card Accounts
• Chart of Accounts and Categories

Week 2: Data Import (November 14th)

• Entering Sales and Income
• Managing Expenses and Bills
• Recording Payments and Deposits
• Reconciling Bank and Credit Card Statements
• Customizing Transaction Forms

Week 3: Payroll and Employee Management (November 21st)

• Setting Up Payroll in QuickBooks Online
• Processing Employee Payroll
• Handling Payroll Taxes
• Generating Payroll Reports
• Employee Permissions and Access
• Quarterly Reporting and Requirements

Week 4: Year End Tax Preperation (November 28th)

• Reports Needed for CPA and Tour of Tax Form 990
• Balance Sheet
• Profit and Loss Reports
• Meeting Minutes
• Bylaws

Week 5: Advanced Features and Reporting (December 5th)

• Customizing Reports and Dashboards
• Budgeting and Forecasting
• Integrating Third-Party Apps
• Backup and Data Security
• Course Recap and Q&A

Course Benefits:

By the end of this 5-week QuickBooks Online Essentials Training, participants will have gained the confidence and skills to efficiently manage their financial data, create insightful reports, and utilize advanced features to streamline their accounting processes.

Who Should Attend:

• Small Business Owners
• Farmers/Ranchers
• Entrepreneurs
• Accountants
• Bookkeepers
• Office Managers
• Anyone seeking to improve their QuickBooks Online proficiency

Course Format:

This course will be conducted entirely online, with a combination of video lectures, live webinars, assignments, and discussion forums to facilitate learning and interaction among participants.

Enrollment Deadline:

Please ensure you enroll by November 5th to secure your spot in the course.

Don't miss this opportunity to become a QuickBooks Online expert. Enroll today and take control of your financial management like never before!

Instructions:

This is a five week VIRTUAL course.

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration and the Montana Department of Commerce. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect those of the SBA. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.

Registration and Fees: Payment of seminar fees may be made by check, money order or credit card. Payment must be received to guarantee your space in an event.

Refund Policy: If you wish to request a refund, please contact the conference organizer listed above to discuss. You may also elect to send a substitute in your place. If the event is cancelled, all fees will be returned.

Discount Policy: Discounts and coupons can be issued at the discretion of the conference organizer.

Photo Release Confirmation: Pictures may be taken at WELL WBC events for the purpose of promotion, advertising, publicity and marketing of the WELL WBC services, all photos are public: "By agreeing, I hereby grant permission to WELL WBC to use these images."

By registering for an event, you consent to the photo release policy.