NEW QuickBooks™ Classes
Our busy client schedule has required us to postpone our popular QuickBooks classes for the time being. We are hoping that we will be able to schedule some new courses soon, so please check back often. For those of you who can't wait, please contact us (via phone, email, or our contact form) to schedule one-on-one classes at our normal reasonable hourly rate. Thank you!
Level 1 - Setting Up QuickBooks
($35.00 per individual)
Did you just take a shoe box full of receipts to your CPA and pay an exorbitant amount for your tax return? If so, maybe you should consider learning how to do it yourself in QuickBooks. Join us for an entry level introduction to QuickBooks. Shandra Rose (Co-owner & Senior Consultant) will provide attendees with a thorough understanding of what is required to properly setup QuickBooks in a small business environment. Sign Up and pay now as class sizes are kept very small so that each person gets the attention they need to make this class valuable.
Create a QuickBooks file & setup company information
Distinguish industry & setup chart of accounts
Enter in vendors & customers
Enter in debit card transactions
Entering in expenses that need to be reimbursed from customer
Enter in check paid
Enter in deposits from customers
Defining class codes
Defining preferences (setting up general and accounting preferences)
Creating credit and accounts
Entering in loans and contributed capital from owners / shareholders
Reconciling bank and credit card statements
Journal Entries Review impact on P&L and balance sheet
Like all of the classes that Evergreen Bookkeeping provides, this class will be limited in size so that each attendee receives proper guidance and can get all of their questions answered. As class sizes are small we recommend that you reserve your space ASAP. To do so please click on the Pay Now button below. You will receive a purchase confirmation via email followed up with an email from EBS providing more class detail and active links to maps that can help you easily find our location.
Testimonials
Any cancellations must be received no later then 48-hours prior to the event.
Level 2 - Billing Customers (Including Time and Materials)
($35.00 per individual)
Join us for this level 2 class of QuickBooks. Shandra Rose (Co-owner & Senior Consultant) will provide attendees with the ability to take the next step and be able to bill their customers for time and materials, along with all the tools necessary to perform collection efforts, and receive payment. Sign up and pay now as class sizes are kept very small so that each person gets the attention they need to make this class valuable.
Setting up customers and jobs
Creating Items
The basics of creating sales tax items
Setup sales & invoicing and un-deposited funds (preferences)
Entering in time on a job
Entering in reimbursable expenses
Using invoice templates and adding your logo
Creating estimates, sales orders, and invoices
Entering sales receipts
E-mailing invoices and "send form" (preferences)
Billing customers for reimbursable's
Entering in statement charges
Creation finance charges (preferences)
Creating canned collection letters
Receiving payments and making deposits
Like all of the classes that Evergreen Bookkeeping provides, this class will be limited in size so that each attendee receives proper guidance and can get all of their questions answered. As class sizes are small we recommend that you reserve your space ASAP. To do so please click on the Pay Now button below. You will receive a purchase confirmation via email followed up with an email from EBS providing more class detail and active links to maps that can help you easily find our location.
Testimonials
Any cancellations must be received no later then 48-hours prior to the event.
