Instructor: 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.
Lesson 1: Getting Started, Navigation & Setup
§ Gaining an overview of the course and the topics to be covered
§ Different versions of QuickBooks Online (QBO) – commonality and differences
§ Learning how QuickBooks Online (QBO) works and how to get around (navigation tools: Drop Down Menus; Dashboards; Quicklinks; Search; etc.)
§ Learning common business terms and functionality used by QuickBooks Online (QBO)
§ Import/Export Data
§ Managing Users
Lesson 2: Working with Lists
§ Overview of how lists are used in QuickBooks Online (QBO) and their significance
§ Chart of Account list review
§ Product and Services list review
Lesson 3: Working with Customers and the Revenue Cycle
§ Sales – Home Page Layout
§ How to set up a Customer
§ Review of Invoice function
§ Review of Receive Payment function
§ Review of Sales Receipt function
§ Review of Credit Memo function
§ Review of Refund Receipt function
Break: 10 minutes
Lesson 4: Working with Banking
§ Banking – Home Page Layout
§ Automated download function for banking and credit card activity
§ Registers
§ Bank Deposits, including discussion/review of undeposited funds feature
Lesson 5: Working with Vendors and the Disbursement Cycle
§ Vendors – Home Page Layout
§ Expense Transactions – Home Page Layout
§ How to set up a Vendor
§ Review of Expense function
§ Review of Bills function
§ Review of Pay Bills Payment function
§ Review of Print Checks function
§ Review of Vendor Credit function
Lesson 6: Working with Reporting
§ Overview of reporting function
§ Scorecard feature
§ Business Overview reports – Profit and Loss and Balance Sheet
§ Manage Accounts Receivable reports
§ Manage Accounts Payable reports
§ Review Sales reports
§ Review Expenses reports
§ Audit Log report
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.