Note: This course assumes a moderate level of understanding QBO as the additional areas reviewed build upon other the understanding covered in the Part 1 course.
Instructor: 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.
Lesson 1: Settings (Preferences)
- What are Preferences?
- Review of Preferences options
- Suggested Preference settings and caveats
- Overview of how lists are used in QuickBooks Online (QBO) and their significance
- Recurring Transactions list review
- Locations list review
- Payment Methods list review
- Terms list review
- Classes list review
- Attachments list review
- Using the customer dashboard
- The Batching function as it relates to Customers
- Review of Estimates function
- Review of Delayed Credit function
- Review of Delayed Charge function
- Review of Customer Statement function
- Intuit merchant service seamless capabilities
- Customize form templates
Lesson 4: Using Special Functions related to Vendors and the Disbursement Cycle
- Using the vendor dashboard
- The Batching function as it relates to Vendors
- Applying expenses to jobs/projects
- Review of Purchase Order function
- Setting up payroll function
- Set-up of employees and payroll variables
- Tracking time (including job costing aspects)
- Paying employees
- Paying payroll liabilities
- Filing federal and state reports
- Overview of reports and when to customize or not customize
- Customizing reports
- Downloading reports into spreadsheets and creating greater customizations for appropriate situations
- Using special features with reports, such as budgeting
- Using the information in reports to make better and more timely decisions
About the Small Biz Think Big Series:
The 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.
Featured Annual Events
Economic Summit
The Tompkins Chamber presents key local issues impacting local businesses and developers, policy issues impacting the business community, and local insights from participants in a national economic outlook survey. Partnering with Ithaca Area Economic Development (IAED), the event includes important updates about our economy, workforce, upcoming projects, and strategies to move forward and achieve a sustainable economic recovery.
Annual Dinner & Awards
One of the premier business community events of the year, the Annual Meeting highlights the Chamber community and previews the goals and initiatives for the coming year. Come and celebrate the success of our business community and economic development with hundreds of local leaders and elected officials! Join us as we raise a glass to the companies, not-for-profits, and volunteers who partner with us to help our community thrive.
Golf Tournament
This day on the green combines top-notch golf with valuable networking and advertising opportunities. Held at one of the County’s finest and professionally-rated golf courses. Staggered start golf tournament with several prizes, including skins. Lunch and beverages provided.
Great Big Chamber Auction
See and be seen by the region’s top business executives and small business owners. The Great Big Chamber Thank You & Auction holds tremendous value to our sponsors, donors, and attendees as it is one of our most highly publicized and attended events. The Great Big Chamber Auction portion helps underwrite the events and programs that support our Chamber members. Traditional silent and live auction, networking, and nonprofit recognition awards.