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Working With QuickBooks

March 23, 2017 @ 2:00 pm

Intuit_QuickBooks_logoQuickBooks – Question and Answer Session with Jane Shaw

Thursday March 23rd 2 pm to 4 pm

Free Session

If you use QuickBooks and would like some help understanding and utilizing all the various functions, come hang out with Jane for the afternoon.  This open forum Q&A will provide insight on how to more effectively use your QuickBooks software.

You could discuss things like:

  • Setting up your QuickBooks file
  • A review of the software settings and the best way to set them up
  • Setting up your “chart of accounts”
  • Put sales tax calculation, collection, and tracking on auto-pilot.
  • Add and track the products and services you sell
  • Create “product categories”
  • Setup new vendors
  • Enter credit card expenses
  • Enter invoices and record payment for vendors
  • Create Purchase Orders and receiving reports
  • Track the quantity and cost of inventory (and cost of goods sold)
  • Setup your customers and clients
  • How to enter daily or weekly sales summaries
  • Record refunds and credits to customers
  • Create invoices that can automatically be emailed to customers
  • Record receiving payment from customers against their invoices
  • Create estimates or proposals
  • Use those estimates/proposals to create invoices with just a couple clicks!
  • How to balance and reconcile your bank accounts
  • Record bank deposits in QuickBooks
  • “Write” checks out of QuickBooks or enter checks you’ve handwritten
  • Print checks from QuickBooks
  • Record transfers between accounts
  • Overview of the report center and guide of the reports QuickBooks offers
  • Introduction to reading the P&L and Balance Sheet
  • Using and customizing the P&L and Balance Sheet



March 23, 2017
2:00 pm


Training Room
294 Mill St E
Elora, Ontario N0B1S0 Canada


Tina Heathers