Shasta Cascade SBDCRedding California

QuickBooks Desktop Beginners Series

QuickBooks Desktop Beginners Series

Thursday, September 26, 2019 5:30pm to Saturday, September 28, 2019 4:00pm

Join us for one or all of the following sessions where you will learn the basics of using QuickBooks Desktop. From setting up your account for the first time to learning how to run reports. 

Session 1 - Thursday 26th, 5:30pm-7:30pm - Accounting 101 & Getting started with QuickBooks Desktop

  • Topics will cover the basics of accounting, which QuickBooks version is best for your business, and setting up your company and chart of accounts in QuickBooks Desktop.

Session 2 - Friday 27th, 5:30pm-7:30pm - Setting up items and Creating Forms in QuickBooks Desktop

  • Topics will cover: Setting up items , using purchasing orders, customizing invoices and creating other forms.

Session 3 - Saturday 28th, 10:00am-12:00pm - Accounts Receivables      

  • Topics will cover: Setting up online bank feeds, creating estimates and invoices, sales receipts, receiving payments, and managing accounts payable reports.

Lunch break (On your own) 12:00-1:00pm

Session 4 - Saturday 28th, 1:00pm-4:00pm (with 15min break) - Accounts Payable, Banking Reconciliations, and Reports

  • Topics will cover: Syncing bank accounts, undeposited funds, entering expenses and bills, paying bills, managing reports, Profit & Loss sheet, and Balance Sheet. 


Instructor: Rebecca Lehman - Certified QuickBooks Pro & SBDC Advisor


Should I bring my Computer? Although it’s not required, you are more than welcome to bring your laptop computer if you already have QuickBooks Desktop installed on it.
(530) 222-8323
Frozen Gourmet Building
5800 Airport Rd.
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Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.