$225

QuickBooks Online 101 - Let's Get Started! Thursday, May 30, 2019

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Location

First Foundation Bank

301 N. Lake Ave., #100

Conference Room

Pasadena, CA 91101

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Refund Policy

Refund Policy

No Refunds

Event description

Description

QuickBooks is designed to handle the bookkeeping task, to expedite matters, and to generate reports for internal and external users.
Setting up your company in QuickBooks can feel overwhelming. With a little help from P.I.E. Inc., luckily, you don’t need a financial background to set-up QuickBooks.
The key to achieve a successful and smooth set-up in QuickBooks is getting off to a good start.
At P.I.E. Inc.’s, “QuickBooks Online - Let’s Get Started” workshop, you will establish your QuickBooks Online (QBO) company information properly to save time and money in the long run.
In this step-by-step and hands-on class, you’ll learn:
1. QuickBooks Online Version – Identify and select the appropriate QBO version based your firm’s entity and industry.
2. Company information – This section will promote your firm’s branding for reports and contact information for your clients and external users.
3. Charts of Accounts including beginning balances – The chart of account is the backbone of your financial structure.
4. Products/Services – Establish your products/services that you provide for your clients and map them to the appropriate accounts.
5. Bank/Credit Card connection – One of best features is the ability to download your business transaction from your bank/credit card to QBO.
6. Customize client’s invoices and statements – You will be able to customize your client’s invoices and other documents.
7. Manage users – Add your CPA and bookkeeper as users. Plus, as your firm grows, you can include your staff.
8. Merchant services – Get paid faster and easier by ACH and/or credit cards.

Attendees (PC/MAC users) need to bring their laptops or iPads.

Registration cost is $234.47 including fees ($275 at the door) for all training materials and certification.

Not into groups? Call us at 626.460.0338 to arrange for individual QuickBooks classes at your office or our location.

For paid attendees who unable to attend the class, P.I.E., Inc. ONLY offers credit to the next class or a one-to-one two-hour session within 60 days of the originally scheduled class.

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Date and Time

Location

First Foundation Bank

301 N. Lake Ave., #100

Conference Room

Pasadena, CA 91101

View Map

Refund Policy

No Refunds

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