QuickBooks for Self-Employed and Startups

 QuickBooks For The Self-Employed

1-Day Training Exclusively For Business Owners

Only $89.95!

Manage your small business or starup like a pro, with QuickBooks On-The-Cloud,
the #1 Small Business Financial Management Software!
 
October 17th, 2017 Session
CLASS DETAILS:

➡ Discover how successful small businesses manage their finances, save time, increase productivity and perform daily accounting tasks easily, all in one software! 

➡ Class taught by certified QuickBooks expert

➡ 10:00am to 4:00pm with two 15 minute breaks

➡ Learn practical, real world applications as they relate to running and managing a small business or a startup on QuickBooks software

➡ Learn in a small group of other business owners, for an interactive and fun session. Up to 2 people from the same company permitted to register

➡ Question and answer session

Your training is comprised of multiple session. See details below:

 
I. Setting up your business on Quickbooks-on-the Cloud 
 
  • Set up a company file
  • Set up Chart of Accounts 
II. Daily functions. Managing your accounting and finances in QuickBooks, Plus Shortcuts
 
  • Creating invoices
  • Applying payments from customers
  • Managing A/R (unpaid customer invoices)
  • Recording customer deposits with / without Sales tax
  • Inputting Bills
  • Paying bills with checks and / or credit cards
  • Printing checks
  • Analyzing A/P (vendor bills owed)
  • Recording transfer of inter-bank funds
  • Classifying expenses to jobs / customers / projects
  • Time saving shortcuts
 

III. Working with banking download

  • Understanding how the process of downloading bank and credit card transactions works
  • Learning to match downloading transactions
  • Reconciling downloaded transactions to bank statement

IV. Running Reports and Analyzing Financial Data

  • Track income and expenses
  • Run the following reports:
    1. Profitability by entire business
    2. Profitability by project / Job
    3. Sales analysis
    4. Unpaid invoices and aging
    5. Unpaid bills reports
    6. Financial position report
    7. Sales tax collected 
About The Instructor

Milla Liberson is recognized as a Certified QuickBooks Technical Business Expert. She holds master’s degrees in business administration and finance.  Her background includes controllership of privately held companies, a QuickBooks educator for over 3,000 businesses in the metro New York City area, an entrepreneur, a founder of a not for profit organization called Woman Entreprneur Network USA, and a strategic business development consultant. 

“Empowering entrepreneurs to maximize their own potential!” M. Liberson