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Course Description

QuickBooks is the leading accounting software in use today. The software provides an easy-to-use bookkeeping system for small businesses that need to track financial information. Participants in this class will learn how to set up and manage a basic set of accounting books, including how to create a chart of accounts, post daily transactions, create vendor lists, reconcile checking and credit card accounts, track activity, and generate financial reports.

Course Outline

  • Introduction and Dashboard – 10 minutes
  • Financial Statements – 10 minutes
  • Banking: Checking, Savings, Credit Cards – 10 minutes
  • Accounting Charts of Accounts; Bank reconciliation– 10 minutes
  • Reporting – 10 minutes
  • Q&A – 10 minutes

Learner Outcomes

Upon successful completion, students will be able to:

  • Be familiar with general accounting concepts to get the most useful information from their QuickBooks program
  • Set up a new company in QuickBooks
  • Set company and personal preferences
  • Add, change, and delete accounts and vendors
  • Properly post daily transactions
  • Track and reconcile credit card and bank activity
  • Make journal entries
  • Generate profit & loss, balance sheet, and other reports

Notes

A Public Service and Outreach Unit of the University of Georgia. Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All programs of the UGA SBDC are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.
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Enroll Now - Select a section to enroll in

Section Title
QuickBooks Online Tips and Tricks
Type
Online - Fixed Date
Days
T
Time
1:00PM to 2:00PM
Dates
Mar 23, 2021
Schedule and Location
Contact Hours
1.0
Hosting Center
  • UGA SBDC Webinars
Course Fee(s)
Registration Fee non-credit $29.00
Instructors
Section Notes
All programs of the UGA SBDC are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Cheryl Greenerl at morrow@georgiasbdc.org or call 675.466.5100.
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