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NJ Small Business Development Center at The College of New Jersey

Managerial Advanced QuickBooks - Organize, Report, Budget & Forecast

America's Small Business Development Center @ The College of NJ

Thursday, October 24, 2013 from 9:00 AM to 3:00 PM (EDT)

Ewing Township, NJ

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Event Details

Master organizing, reporting, budgeting & forecasting with QuickBooks.

This course completes the managerial picture beyond the basics. It answers questions that every manager/business owner needs to know about QuickBooks to successfully run their business.

Topics covered include strategic planning, preparing for a CPA visit, customizing reports, using reports to make decisions, cash flow projection, exporting and backing up, shortcuts, and many more advanced issues.

Bring your questions, and prepare for an information-packed session with takeaways to increase the effectiveness of your bookkeeping and financial analysis.

Prerequisite: Students must first take the 15-hour QuickBooks regular course at our center, or have approval from the SBDC and the instructor given prior QuickBooks experience or training.

Customize Your QuickBooks Experience:

  • Customizing QuickBooks (make QuickBooks REALLY work for you!)
  • Modifying important preferences
  • Customizing your home page
  • Modifying the iconbar
  • Using classes (for departments, locations, etc.)

Invoicing & Accounts Receivables:

  • Sales orders/backorders
  • Batch invoicing
  • Invoicing for billable costs
  • Creating and using estimates
  • Progress invoicing
  • Managing collections
  • Writing off bad debts
  • Customer under- and over-payments

Organizing Your Purchasing:

  • Purchase Transactions
  • Purchasing and accounting for fixed assets
  • Entering company loans and lines of credit
  • Typical bill payment errors
  • Preparing 1099’s at year-end
  • Employee and owner purchases
  • Prepaid expenses
  • Vendor deposits
  • Barter transactions

Inventory Management:

  • Items & Inventory
  • Inventory limitations
  • Inventory adjustments
  • Creating group items
  • Working with inventory assemblies
  • Units of measure
  • The limitations of QuickBooks
  • Using multiple currencies

Mastering QuickBooks Reporting:

  • Advanced reports customization
  • Report types in QuickBooks…what you really need to know!
  • Importing and exporting reports
  • Troubleshooting reports filters
  • Memorizing reports and creating report groups

Use Reports to Make Decisions:

  • Budgets and forecasts
  • Generating custom summary and transaction reports
  • Using advanced fields for reports (customer type, vendor type, job type, custom fields, and more)

Advanced Features & Issues:

  • Using the cash flow projection tool
  • When should you start over with a new file?
  • Remote access (to access your company file through the internet)
  • Automating backups
  • Verify and rebuild company files
  • Importing and exporting lists
  • Importing and exporting customized forms
  • Making Quickbooks Quicker – Using Quickbooks Keyboard shortcuts

Preparing for Your CPA Visit:

  • Closing the books
  • Getting information to and from your accountant
  • Understanding and using retained earnings
  • Year-end procedures
  • Using the Audit Trail and other reports to find errors


Questions are encouraged during the lecture, and you will be working in a computer lab for hands-on learning. You can attend this course as a for-profit or non-profit small business, and our instructor will make certain to cover the course in a way that meets your specific needs and focus. Please bring your QuickBooks binder, so that we can hand you the additional materials for this course, and we encourage you to use these documents as checklists and guidelines for using QuickBooks.

InstructorCarla Fallone - CEO of Fallone Business Resources, adjunct professor for College of New Jersey, QuickBooks instructor for 10 years, entrepreneur for 23 years, and founder of highly successful food services corporation. (View LinkedIn Profile)

Have questions about Managerial Advanced QuickBooks - Organize, Report, Budget & Forecast? Contact America's Small Business Development Center @ The College of NJ

When & Where


The College of New Jersey
2000 Pennington Rd
Ewing Township, NJ 08618

Thursday, October 24, 2013 from 9:00 AM to 3:00 PM (EDT)


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Organizer

America's Small Business Development Center @ The College of NJ

ABOUT US:
America's SBDC network (www.njsbdc.com) is the premier provider of comprehensive services and programs for midsized businesses in New Jersey. The organization, which consists of 11 centers statewide, helps businesses expand their operations, manage their growth or start ventures. The New Jersey Small Business Development Centers (SBDC) network is partially funded by the U.S. Small Business Administration, the State of New Jersey, and The College of New Jersey. SBA's funding is not an endorsement of any products, opinions, or services. All SBA-funded programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested at least two weeks in advance by contacting 609-771-2947.

Are you a TCNJ employee who'd like to receive the college discount for yourself and another TCNJ employee? Please send us the details of your unique circumstances. We are happy to make special arrangements if we can.

CONTACT INFO:
(609) 771-2947
or events@sbdcnj.com

  Contact the Organizer
2009 U.S. Small Business Administration Innovation Excellence Service Award Winner
NJSBDC @ TCNJ | 2000 Pennington Avenue | P.O. Box 7718 | Ewing, NJ 08628 | 609-771-2947 | info@sbdcnj.com | www.sbdcnj.com

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