Events calendar and registration

Tompkins Trust Small BIZ Think BIG: Quickbooks Online Part 2

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Name: Tompkins Trust Small BIZ Think BIG: Quickbooks Online Part 2
Date: August 21, 2018
Time: 8:30 AM - 12:00 PM EDT
Registration: Register Now
Event 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. 

Note: 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. 

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
Lesson 2: Working with Special Lists
  • 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
Lesson 3: Using Special Functions related to Customers and the Revenue Cycle
  • 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
Break: 10-15 minutes
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
Lesson 5: Payroll
  • 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
Lesson 6: Special Features of Reporting
  • 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 th
em grow and strengthen their businesses. This series consists of annual seminars on topics that are directly related to small business and business leaders. 

Tompkins County Chamber of Commerce
904 East Shore Drive
Ithaca, NY 14850
Date/Time Information:
August 21
8:30 am - noon
Light refreshments offered.
Contact Information:
Steph Bailey
Single seminars are $60 for members and $75 for non members
You can bring your own laptop computer to follow along as the live instruction will utilize the sample company in QBO.
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