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DTSTART:20191212T133000Z
DTEND:20191212T173000Z
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SUMMARY:L.E.A.R.N: Navigating Quickbooks Online 2019
DESCRIPTION:This course provides insight and training into the key features of QuickBooks online (QBO)\, a cloud based accounting solution that has become the new standard in the industry\, including many insider tips and tricks to make you more confident and productive in getting the most of this robust program.\n\n\n\nInstructor: Kurt Behrenfeld\, CPA will be your trainer.  With over 30 years of experience and multiple QuickBooks Pro Advisor certifications\, Kurt has trained thousands of QuickBooks users in the past and really enjoys having students take their QuickBooks to the next level.\n\n\n\n\n\nLesson 1: Getting Started\, Navigation & Setup\n\n   Gaining an overview of the course and the topics to be covered\n\n   Different versions of QuickBooks Online (QBO)   commonality and differences\n\n   Learning how QuickBooks Online (QBO) works and how to get around (navigation tools: Drop Down Menus\; Dashboards\; Quicklinks\; Search\; etc.)   \n\n   Learning common business terms and functionality used by QuickBooks Online (QBO)\n\n   Import/Export Data\n\n   Managing Users\n\nLesson 2: Working with Lists\n\n   Overview of how lists are used in QuickBooks Online (QBO) and their significance\n\n   Chart of Account list review\n\n   Product and Services list review\n\nLesson 3: Working with Customers and the Revenue Cycle\n\n   Sales   Home Page Layout\n\n   How to set up a Customer\n\n   Review of Invoice function\n\n   Review of Receive Payment function \n\n   Review of Sales Receipt function \n\n   Review of Credit Memo function \n\n   Review of Refund Receipt function \n\n\n\nBreak: 10 minutes\n\n\n\nLesson 4: Working with Banking \n\n   Banking   Home Page Layout\n\n   Automated download function for banking and credit card activity\n\n   Registers\n\n   Bank Deposits\, including discussion/review of undeposited funds feature\n\nLesson 5: Working with Vendors and the Disbursement Cycle\n\n   Vendors   Home Page Layout\n\n   Expense Transactions   Home Page Layout\n\n   How to set up a Vendor\n\n   Review of Expense function \n\n   Review of Bills function\n\n   Review of Pay Bills Payment function \n\n   Review of Print Checks function \n\n   Review of Vendor Credit function \n\nLesson 6: Working with Reporting\n\n   Overview of reporting function\n\n   Scorecard feature\n\n   Business Overview reports   Profit and Loss and Balance Sheet\n\n   Manage Accounts Receivable reports\n\n   Manage Accounts Payable reports\n\n   Review Sales reports\n\n   Review Expenses reports\n\n   Audit Log report
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size: 14px\;"><strong><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">This course provides insight and training into the key features of QuickBooks online (QBO)\, </span></span><span style="color: rgb(102\, 102\, 102)\; font-family: tahoma\, sans-serif\;">a cloud based accounting solution that has become the new standard in the industry</span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">\, including many insider tips and tricks to make you more confident and productive in getting the most of this robust program.<br />\n<br />\nInstructor:</span></span></strong><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;"> Kurt Behrenfeld\, CPA will be your trainer.&nbsp\; With over 30 years of experience and multiple QuickBooks Pro Advisor certifications\, Kurt has trained thousands of QuickBooks users in the past and really enjoys having students take their QuickBooks to the next level.</span></span></span>\n<div>\n<p><br />\n<br />\n<span style="font-size: 12px\;"><u><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;"><strong>Lesson 1: Getting Started\, Navigation &amp\; Setup</strong></span></span></u><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Gaining an overview of the course and the topics to be covered</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Different versions of QuickBooks Online (QBO) &ndash\; commonality and differences</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Learning how QuickBooks Online (QBO) works and how to get around (navigation tools: Drop Down Menus\; Dashboards\; Quicklinks\; Search\; etc.) &nbsp\;&nbsp\;</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Learning common business terms and functionality used by QuickBooks Online (QBO)</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Import/Export Data</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Managing Users</span></span><br />\n<u><strong><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Lesson 2: Working with Lists</span></span></strong></u><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Overview of how lists are used in QuickBooks Online (QBO) and their significance</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Chart of Account list review</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Product and Services list review</span></span><br />\n<u><strong><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Lesson 3: Working with Customers and the Revenue Cycle</span></span></strong></u><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Sales &ndash\; Home Page Layout</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">How to set up a Customer</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Invoice function</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Receive Payment function </span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Sales Receipt function </span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Credit Memo function </span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Refund Receipt function </span></span><br />\n<br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Break: 10 minutes</span></span><br />\n<br />\n<u><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;"><strong>Lesson 4: Working with Banking</strong> </span></span></u><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Banking &ndash\; Home Page Layout</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Automated download function for banking and credit card activity</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Registers</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Bank Deposits\, including discussion/review of undeposited funds feature</span></span><br />\n<u><strong><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Lesson 5: Working with Vendors and the Disbursement Cycle</span></span></strong></u><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Vendors &ndash\; Home Page Layout</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Expense Transactions &ndash\; Home Page Layout</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">How to set up a Vendor</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Expense function </span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Bills function</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Pay Bills Payment function </span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Print Checks function </span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review of Vendor Credit function </span></span><br />\n<u><strong><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Lesson 6: Working with Reporting</span></span></strong></u><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Overview of reporting function</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Scorecard feature</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Business Overview reports &ndash\; Profit and Loss and Balance Sheet</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Manage Accounts Receivable reports</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Manage Accounts Payable reports</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review Sales reports</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span></span><span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: tahoma\,sans-serif\;">Review Expenses reports</span></span><br />\n<span style="color: rgb(102\, 102\, 102)\;"><span style="font-family: wingdings\;">&sect\;&nbsp\; </span><span style="font-family: tahoma\,sans-serif\;">Audit Log report</span></span></span><br />\n&nbsp\;</p>\n</div>\n
LOCATION:Tompkins County Chamber of Commerce 904 East Shore Drive Ithaca\, NY 14850
UID:e.1313.190634
SEQUENCE:3
DTSTAMP:20260429T111715Z
URL:https://business.tompkinschamber.org/events/details/l-e-a-r-n-navigating-quickbooks-online-2019-190634
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