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Quickbooks For Business Owners

Charlotte Business Owners-

Tuesday, January 21, 2014 from 9:00 AM to 1:30 PM (EST)

Quickbooks For Business Owners

Ticket Information

Ticket Type Sales End Price Fee Quantity
Ticket to "Quickbooks For Business Owners" class Ended $179.00 $5.47
Ticket to "Quickbooks For Power Users" class Ended $179.00 $5.47
$99 CBO or LC member "Early Bird" Ticket to "Quickbooks For Business Owners" class Ended $99.00 $3.47
$99 CBO or LC member "Early Bird" Ticket to "Quickbooks For Power Users" class Ended $99.00 $3.47
1 year membership to (CBO) Charlotte Business Owners Ended $20.00 $1.49
1 year membership to (LC) Linkedin Charlotte Ended $25.00 $1.62

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Event Details

Would you like to learn more about Quickbooks® ?

These courses are all about powerful techniques and stratagies that you will help you use the most used accounting software in the world!

Learn how to use QuickBooks® properly and suddenly your books can help you to MAKE MORE MONEY!

Make QuickBooks® work for YOU---QuickBooks® Made EASY!

--- Learn the 21 most common mistakes in QuickBooks® that hurt your profits
--- Learn how to use QuickBooks® to DOUBLE your cash flow in 60 days.

Special Promotion:   Charlotte Business Owner and Linkedin Charlotte memberscan take either Quickbooks class for only $99 per class! If you are not a member, you can join by going to or

This promotion is limited to the first 15 attendees, so be sure to sign-up TODAY!!!

There are 2 different training classes and you are welcome to take either class or both.


  • Topic: "Quickbooks® For Business Owners"
  • Date: January 21st, 2014
  • Time: 9:00am to 1:30pm
  • Investment: $99 "early-bird" member discount or $179 per non-member attendee. Class will include lunch, snacks, and 130 page course materials.


  • Topic: "Quickbooks® For Power Users"
  • Date: February 11th, 2014
  • Time: 9:00am to 1:30pm
  • Investment: $99 "early-bird" member discount or $179 per non-member attendee. Class will include lunch, snacks, and course materials.

    CLICK HERE for class topics of the Power Users class.


CLASS TRAINER- Pat Roelke,  Quickbooks® trainer and certified Quickbooks® ProAdvisor with In Balance Pro. Pat is an accounting/bookkeeping/analytical professional. She has excelled as a manager of teams of bookkeeping consultants; as a manager of several different types of businesses. For more info on In Balance Pro go to



CLASS TOPICS:"Quickbooks® For Business Owners"-

Section 1 – How to Use QuickBooks® to Build Cash Flow

  • Why the Bookkeeper is vital to the success of the business

  • InBalance PRO support continues after the class

  • What is the most important Law of Business

  • ‘5 Minute Books’

Section 2 – How to Create a New Company

  • Moving around in QuickBooks®

  • Why the Company set up is important/What issues does it have?

  • Prepare Your Company Data

  • Express Start Overview

  • Two Most Common QuickBooks® Problems

  • Set up Users with limited permissions or access        

  • Modify the Chart of Accounts

Section 3 – How to Manage Note Pads, To-Do Lists and Other Lists

  • Why speed is crucial to positive cash flow

  • Reminders List

  • Note Pad & To-Do lists

  • Working with Lists

Section 4 – How to Process Accounts Payable (A/P)

  • Vendor and Checking Preferences

  • Add & Modify Vendor Lists    

  • Enter Bills   

  • Pay Bills

  • Print Checks

  • Enter Manual Checks

  • Account Payable (A/P) Reports

  • Vendor Credits

  • Memorize Bills

Section 5 – How to Process Accounts Receivable (A/R)       

  • Sales and Customer Preferences

  • What are Price Levels and How to Use Them

  • Add & Modify Customer Lists

  • Create Invoices, E-Mail Invoices & Batch Invoices

  • Create and Manage Statements

  • Create Sales Receipts

  • Receive Payments: In Full, Partial or Overpayments 

  • Make Deposits 

  • Apply Credits

  • Issue Refunds

Section 6 – Banking

  • Reconcile the Bank Statement

  • Loan Manager

  • Transfer Funds

Appendix A. – How to Set Preferences & Why They are Important

  • Accounting

  • Checking

  • Desktop Views

    • General

    • IntegratedReports and Graphs

  • Spelling

  • Tax 1099

  • Items & Inventory

Appendix B. – How to Manage QuickBooks® Files

  • How to Use the QuickBooks® Update Service

  • What are Single User/Multi User & How to Use Them

  • How to Back Up Your Data

  • How to Restore Your Data

Appendix C. -  Helpful tips and shortcuts

  • Using Help Files from Intuit

  • Glossary of Terms

  • Keyboard Shortcuts

Appendix D. -  Import Requirements

  • Import Requirements

SIGN UP TODAY and get the FREE class bonuses!


  • Each attendee will get a FREE 1/2 hour of Onsite hands on Question and Answer session with Pat!
  • Free slides and courseware materials.


  • No computers will be needed.
  • 130 page courseware will be provided.
  • Each attendee will be given a call in advance of the class to determine specific info/questions that can be answered during the class.


a) Select if you would like to take one or both classes.

b) Advanced registration only. Tickets will no longer be sold within 2 days of the class. No admission will be allowed at the door.

Feel free to contact me at (704)840-4137 with any questions.

With regards,

Rod Potter
Founder of
Founder of
Founder of

Have questions about Quickbooks For Business Owners? Contact Charlotte Business Owners-

When & Where

Your Office Of Ballantyne
15720 John J Delaney Drive
Charlotte, NC 28277

Tuesday, January 21, 2014 from 9:00 AM to 1:30 PM (EST)

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Charlotte Business Owners-

The Charlotte Business Owners group is a forward thinking group for business owners to come together, network, and learn through helpful presentations.

Our meetings begin with introductions around the room (while passing around cards and ordering lunch), then topical business presentations. After the presentations, there is more networking and then we wrap-up the meeting.

The Charlotte Business Owners Networking group is a very unique group because it allows you to leverage powerful business tools like....

Personal Relationships

Your net worth is determined by your network! Our structured networking events provide a perfect opportunity to form and nurture lasting business relationships. We also teach you how to become an effective networker.

Business Education

Each event features presentations that focus on principles you can apply to grow your business.

Mastermind Support

Interact with fellow business owners to find solutions to the challenges you face. Sometimes all it takes is a fresh perspective to solve a problem.

Become A Power Networker

As a business owner or entrepreneur, are you serious about using networking to grow your businesses? Networking matters whether you want new customers, repeat business, referrals or attention of potential investors. However, it is seldom taught anywhere and consequently most networkers fail to get adequate return out of their investment in business networking meetings.
Business networking is not about exchanging cards! There are tools such as elevator pitches, one-on-ones, strategic alliances, follow ups and social media that you need to master. Whether you are a pro or a newbie, our tools help you tremendously in honing your business networking skills. Our events are quality events that help you grow into a power networker who gets real business out of networking meetings. We also strive to create a synergistic referral network for you.

Marketing Platform

You can also become a sponsor of the group or by doing a spotlight presentation. Spotlight presentations are informational/general business type of presentations that are typically non-industry specific.

Business Education 

Knowledge is a business owner’s biggest asset. Our workshops give you practical tools to help you maintain an edge in the highly competitive world of business.

 · Do you know how to set business objectives?

 · How often do you do strategic planning?

 · Would you like to master sales skills?

Dedicated business workshops cost hundreds of dollars and most small business owners do not have the time and money to take advantage of them. That is why our events feature condensed workshops that focus on just one aspect of business. What is more, you get to mastermind as you interact with fellow business owners to find out how the information applies to your business!

Become a spotlight speaker and promote your business. 

Looking forward to helping you expand your business through referrals and education. Let's make networking work.

  Contact the Organizer

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