Learn QuickBooks one 

hour at a time

• Set up your company account

• Import your data

• Setup accounts/beginning balances

• Enter historical transactions

• Learn how to get around

• Explore transactions

• Set up lists of customers, vendors, and accounts

• Add, edit, merge, & delete list entries

• Organize lists with subaccount

• Set up and use products/services

• Organize your Chart of Accounts

• Learn how to read a Balance Sheet and Profit & Loss Statement

• Understand which types of accounts appear on each statement

• Explore insights from the Statement of Cash Flow

• Record multi-entity transactions

• Run multi-entity financial statements

• Use the Customers List to track who you sell to

• Learn when to use an invoice vs. sales receipt

• Use undeposited funds to combine multiple customer payments into a single deposit

• Generate statements for customers

• Run sales reports

• Track sales info with custom fields

• Customize sales forms

• Send estimates to customers

• Generate invoices from approved estimates

• Vendor and contractor setup

• Understand when to use a bill vs. a check or expense

• Enter and Pay Bills

• Record and Print Checks

• Set up and use credit cards

• Enter and use credits from vendors

• Run reports to track your spending

• View multiple screens/companies

• Customize the Left Nav

• Set up reminders for you or your customers

• Schedule recurring transactions

• Find transactions with register tips

• Enter sales quickly with bundles

• Save time with reports

• Customize forms using templates

• Discover keyboard shortcuts

• Download transactions directly from your bank and credit cards

• Learn when to Add, Match, Confirm, or Exclude transactions

• Enter details on downloaded transactions

Learn why, when, and how to reconcile your bank and credit card accounts!

• Define fraud and understand why embezzlement happens

• Reduce opportunities for fraud

• Explore your options if you are a victim

• Spot discrepancies to help avoid bigger problems

• Manage user permissions

• Access the mobile app

• Check your fiscal year settings

• Clean up customer and vendor account balances

• Run financial statements to identify and fix potential problems

• Reconcile accounts

• Schedule a physical inventory count

• Review 1099 vendors

• Close your books

• Add your accountant to review your books

• Decide which payroll subscription is right for you

• Set up employees

• Enter payroll history

• Pay employees for the first time

• Explore the types of reports

• Customize columns

• Filter reports to see just the info you need

• Sort reports by date, customer, or item

• Save report customizations

• Set up email schedules for reports

• Set up and use projects

• Learn 3 methods to record project invoices

• Enter change orders

• Track project related expenses

• Review project profitability

• Generate helpful project reports

• Close completed projects

• New to bookkeeping? Or need a refresher on that accounting class you took in college? Join us for the first class in our popular 6-part Bookkeeping Fundamentals series.

• Define accounting

• Identify the steps of the accounting cycle

• Determine when to record an activity in your books

• Learn the accounting equation

• Record transactions with Assets, Liabilities, and Equity

• Differentiate between assets and expenses

• Explore how income and expense accounts affect equity

• Review how transactions affect financial statements

• New to bookkeeping? Or need a refresher on that accounting class you took in college? Join us for the second class in our popular 6-part Bookkeeping Fundamentals series.

• Define debits/credits

• Use T-Accounts to record debits & credits

• Enter the debits/credits for common transactions

• Learn how journal entries appear in the General Ledger

• Interpret transaction journals in accounting software

• Discover the history of double-entry accounting

• New to bookkeeping? Or need a refresher on that accounting class you took in college? Join us for the third class in our popular 6-part Bookkeeping Fundamentals series.

• Understand when and why you reconcile accounts

• Identify which accounts to reconcile

• Reconcile a bank account

• Handle outstanding transactions/correct mistakes

• Understand how financial statements measure business activity

• Analyze budgets and expenses with statements

• Identify potential problems using comparative financial statements

• Organize accounts on the Chart of Accounts

• Explore best practices for naming accounts

• Use account types to determine how accounts affect financial statements

• New to bookkeeping? Or need a refresher on that accounting class you took in college? Join us for the fourth class in our popular 6-part Bookkeeping Fundamentals series.

• Apply the Revenue Recognition Principle & the Matching Principle

• Generate Accounts Receivable & Accounts Payable balances

• Combine customer deposits with Undeposited Funds

• Differentiate between Cash & Accrual basis accounting

• Monitor cash flow with the Statement of Cash Flows

• New to bookkeeping? Or need a refresher on that accounting class you took in college? Join us for the fifth class in our popular 6-part Bookkeeping Fundamentals series.

• Describe common adjusting entries

• See how Retained Earnings impacts financial statements

• Account for Depreciation of assets & bad debt

• Apply the Cost Principle

• Record inventory purchases & sales with Debits & Credits

• Record journal entries for loans & the purchase of fixed assets

• Define & apply inventory valuation methods

• Learn when & how to adjust inventory

• Learn tricks for memorizing account types

• Explore why & how to record prepaid expenses

• New to bookkeeping? Or need a refresher on that accounting class you took in college? Join us for the final class in our popular 6-part Bookkeeping Fundamentals series.

• Account for the full cost of payroll to a business

• Record payroll transactions with debits & credits

• Analyze the payroll journal entry

• Create a client-accountant agreement

• Use QuickBooks to help you track paper records

• Reconcile regularly

• Make year-end adjustments in QuickBooks

• Alyssa helps you navigate some of the trickiest bookkeeping terrain you might encounter!

• Receive customer deposits/prepayments

• Record invoice overpayments

• Explore the bounced payments workflow

• Trade bills with invoice payments

• Record owner transactions

• Write off bad debt

• Join us in this class to learn how to tailor your software to fit your needs.

• Modify important account settings

• Use classes and locations to divide your company’s info

• Create and use custom fields

• Organize your customer list with customer types

• Import list info

• Use reports to export list info

• Optimize reports before exporting to Excel

• Import budgets from Excel

• Create and export Management reports

• Join us in this class to learn how to organize and use items & inventory.

• Learn the difference between products and services

• Organize your Products and Services List

• Manage Inventory

• Purchase Inventory

• Run item & inventory reports

• Navigate the app

• Record transactions

• Snap receipts

• Track mileage

• Join us in this class to learn how to track and pay sales tax.

• Learn why you need to track sales tax

• Set up sales tax tracking

• Run sales tax reports

• Make adjustments to what you owe

• Record sales tax payments

• Learn the best tips & tricks for tracking time!

• Setup time

• Learn to record time

• Invoice your customers for time

• Pay employees for time

• Run time tracking reports

• Learn to use the Receipts feature!

• Learn ways to upload receipts

• Review receipts

• Match receipts to existing transactions

• Attach receipts manually

• Build reports from scratch

• Troubleshoot report filters

• Combine reports from multiple companies

• Schedule reports to send to others

• Record and track employee loan and repayment

• Decide where you see payroll expenses on the Profit & Loss

• Print Paychecks & Pay Stubs

• Setup company/employee insurance and retirement items

• Enter a Net to Gross bonus check

• Set up and pay employee garnishment

• Run advanced Payroll Reports

• Set up and maintain lines of credit

• Record employee and owner purchases

• Record and use deposits given to vendors

• Record refunds from vendors

• Set up multicurrency

• Add and edit foreign currency accounts

• Add foreign currency customers and vendors

• Work with exchange rates

• Create multicurrency transactions

• Enter home currency adjustments

• Write off bad debts

• Record late fees

• Transfer balances between customers/vendors

• Record returns on partially paid invoices

• Account for committed costs to ensure accurate project reporting

• Explore how estimates and change orders can help you track your project data clearly

• Set up accounts and products and services for tracking retainage withheld and billed

• Determine work in progress amounts and move costs to proper reporting period

• What to look for in Financial Reports

• Efficient ways to follow-up with customers

• Use A/R and A/P Aging Reports to clean up

• Clean up your lists

• Close your books to protect your data

• Reconcile bank & credit card accounts

• Confirm/adjust account balances

• Clean up customer/vendor account balances

• Close your books