$197

Multiple Dates

QuickBooks Essentials in Four Hours

Event Information

Share this event

Date and Time

Location

Location

5885 Meadows Rd

Board Room, Suite 110

Lake Oswego, OR 97035

View Map

Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

If you’re like most busy people, you or your bookkeeping staff have mastered just enough QuickBooks® functions to keep the doors open. Stop!

Drive Accounting’s Eric Johnisee has over 20 years of experience with QuickBooks® and he wants to help you learn about and take advantage of all it has to offer.

You’ll learn about setting up your company to serve your accounting purposes and preferences, telling the program what you want it to show and to measure, and how to use today’s modern payment methods to get paid faster.


While QuickBooks® is user friendly, most people still need QuickBooks® training to set up the software effectively, use appropriate features efficiently and ensure their data is being input correctly. Nothing is more frustrating to business owners than not trusting the numbers in their accounting software; accurate numbers they need on a daily basis to make wise business decisions.

Our QuickBooks® Essentials classes are designed to meet the needs of each attendee and here is how we accomplish that goal:

  • We conduct small classes, typically with 8 attendees or less, and call one to two days in advance of the class to identify your biggest business challenges and problems you may have with the software, so we can provide specific training for you.
  • We use the information from our call to determine the direction of the class, and may focus in certain areas more than others.
  • What is important to note is that we cover all the material, but will spend the most time on information that will best help you succeed.

Three main goals of our QuickBooks® training:

  • To help you improve cash flow
  • To increase net profit
  • To help you have more fun at work and in business

We have discovered that the foundation for any business success is in the daily use of accurate accounting numbers. Our goal is to teach you how to use your numbers for success.

Here is what we’ll cover in class:

Section One

  • How to Use QuickBooks® to Build Cash Flow

Section Two

  • Introducing QuickBooks®
  • Moving around In QuickBooks®
  • Why Company Set Up is so Important
  • Preparing your Company Data
  • Easy Step Overview
  • Two Most Common QuickBooks® Problems
  • Set Up Users with Limited Permissions or Access
  • Modify the Chart of Accounts

Section 3

  • How to Manage Notes & To-Dos Lists and Custom Fields
  • Why Speed is Critical to Positive Cash Flow
  • Reminders List
  • Preparing your Company Data
  • Working with Lists

Section 4

  • How to Process Accounts Payable
  • 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
  • Sales & Customer Preference
  • What are Price Levels and How to Use Them
  • Add & Modify Customer Lists
  • Create Invoices
  • Create and Manage Statements
  • Create Sales Receipts
  • Receive Payments
  • Make Deposits
  • Apply Credits
  • Issue Refunds

Eric likes to say that “that which is tracked, improves.” By the time you leave, you’ll not only agree with him, you’ll be filled with actionable ideas to put to use – immediately.

Share with friends

Location

5885 Meadows Rd

Board Room, Suite 110

Lake Oswego, OR 97035

View Map

Refund Policy

Refunds up to 1 day before event

Save This Event

Event Saved