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DTSTART:20180821T123000Z
DTEND:20180821T160000Z
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SUMMARY:Tompkins Trust Small BIZ Think BIG: Quickbooks Online Part 2
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\, that was not provided in our QBO Part 1 course. \n\n\n\nNote: This course assumes a moderate level of understanding of QBO as the additional areas reviewed build upon other the understanding covered in previous classes. Part 1 is not a pre-requisite\, however. \n\n\n\nInstructor: Kurt Behrenfeld\, CPA.  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\n\nLesson 1: Settings (Preferences) \n\n\n	What are Preferences?\n	Review of Preferences options\n	Suggested Preference settings and caveats\n\nLesson 2: Working with Special Lists\n\n\n	Overview of how lists are used in QuickBooks Online (QBO) and their significance\n	Recurring Transactions list review\n	Locations list review\n	Payment Methods list review\n	Terms list review\n	Classes list review\n	Attachments list review\n\n Lesson 3: Using Special Functions related to Customers and the Revenue Cycle\n\n\n	Using the customer dashboard\n	The Batching function as it relates to Customers\n	Review of Estimates function \n	Review of Delayed Credit function \n	Review of Delayed Charge function \n	Review of Customer Statement function\n	Intuit merchant service seamless capabilities\n	Customize form templates \n\n Break: 10-15 minutes\n\nLesson 4: Using Special Functions related to Vendors and the Disbursement Cycle\n\n\n	Using the vendor dashboard\n	The Batching function as it relates to Vendors\n	Applying expenses to jobs/projects\n	Review of Purchase Order function \n\n Lesson 5: Payroll\n\n\n	Setting up payroll function \n	Set-up of employees and payroll variables\n	Tracking time (including job costing aspects)\n	Paying employees\n	Paying payroll liabilities\n	Filing federal and state reports\n\n Lesson 6: Special Features of Reporting\n\n\n	Overview of reports and when to customize or not customize\n	Customizing reports\n	Downloading reports into spreadsheets and creating greater customizations for appropriate situations\n	Using special features with reports\, such as budgeting\n	Using the information in reports to make better and more timely decisions\n\n\n \n\nAbout the Small Biz Think Big Series:\n\nThe Tompkins Trust Company Small Biz\, Think Big Series is designed to give Chamber members access to tools and resources that will help them grow and strengthen their businesses. This series consists of annual seminars on topics that are directly related to small business and business leaders.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-family:arial\;"><strong><span style="color: rgb(102\, 102\, 102)\;">This course provides insight and training into the key features of QuickBooks online (QBO)\, </span><span style="color: rgb(102\, 102\, 102)\;">a cloud based accounting solution that has become the new standard in the industry</span><span style="color: rgb(102\, 102\, 102)\;">\, that was not provided in our QBO Part 1 course.&nbsp\;<br />\n<br />\nNote: This course assumes a moderate level of understanding of QBO as the additional areas reviewed build upon other the understanding covered in previous classes. Part 1 is not a pre-requisite\, however.&nbsp\;<br />\n<br />\nInstructor:</span></strong><span style="color: rgb(102\, 102\, 102)\;"> Kurt Behrenfeld\, CPA.&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>\n\n<div>\n<p><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Lesson 1: Settings (Preferences) </span></span></span></p>\n\n<ul>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">What are Preferences?</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Review of Preferences options</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Suggested Preference settings and caveats</span></span></span></li>\n</ul>\n<span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Lesson 2: Working with Special Lists</span></span></span>\n\n<ul>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Overview of how lists are used in QuickBooks Online (QBO) and their significance</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Recurring Transactions list review</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Locations list review</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Payment Methods list review</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Terms list review</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Classes list review</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Attachments list review</span></span></span></li>\n</ul>\n<span style="font-size:14px\;"> <span style="font-family:arial\;"><span style="color:#666666\;">Lesson 3: Using Special Functions related to Customers and the Revenue Cycle</span></span></span>\n\n<ul>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Using the customer dashboard</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">The Batching function as it relates to Customers</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Review of Estimates function </span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Review of Delayed Credit function </span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Review of Delayed Charge function </span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Review of Customer Statement function</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Intuit merchant service seamless capabilities</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Customize form templates </span></span></span></li>\n</ul>\n<span style="font-size:14px\;"> <span style="font-family:arial\;"><span style="color:#666666\;">Break: 10-15 minutes</span><br />\n<span style="color:#666666\;">Lesson 4: Using Special Functions related to Vendors and the Disbursement Cycle</span></span></span>\n\n<ul>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Using the vendor dashboard</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">The Batching function as it relates to Vendors</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Applying expenses to jobs/projects</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Review of Purchase Order function </span></span></span></li>\n</ul>\n<span style="font-size:14px\;"> <span style="font-family:arial\;"><span style="color:#666666\;">Lesson 5: Payroll</span></span></span>\n\n<ul>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Setting up payroll function </span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Set-up of employees and payroll variables</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Tracking time (including job costing aspects)</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Paying employees</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Paying payroll liabilities</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Filing federal and state reports</span></span></span></li>\n</ul>\n<span style="font-size:14px\;"> <span style="font-family:arial\;"><span style="color:#666666\;">Lesson 6: Special Features of Reporting</span></span></span>\n\n<ul>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Overview of reports and when to customize or not customize</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Customizing reports</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Downloading reports into spreadsheets and creating greater customizations for appropriate situations</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Using special features with reports\, such as budgeting</span></span></span></li>\n	<li style="background:white\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color:#666666\;">Using the information in reports to make better and more timely decisions</span></span></span></li>\n</ul>\n\n<p><span style="font-family:arial\;"><span style="font-size:14px\;">&nbsp\;</span><br />\n<strong>About the Small Biz Think Big Series:</strong><br />\nThe <em>Tompkins Trust Company Small Biz\, Think Big Series</em> is designed to give Chamber members access to tools and resources that will help th</span>em grow and strengthen their businesses. This series consists of annual seminars on topics that are directly related to small business and business leaders.&nbsp\;</p>\n</div>\n
LOCATION:Tompkins County Chamber of Commerce 904 East Shore Drive Ithaca\, NY 14850
UID:e.1313.189152
SEQUENCE:3
DTSTAMP:20260430T063825Z
URL:https://business.tompkinschamber.org/events/details/tompkins-trust-small-biz-think-big-quickbooks-online-part-2-189152
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