QUICKBOOKS: Get Comfortable with Your Financials

1000 Uluʻōhiʻa Street,Kapolei HI 96707

25 August, 2022

Description

SESSION I: 12:00 PM – 2:00PM (HST) Business Foundations and Get On-board with QB • Understanding the Different Types of Entities • Which Entity is right for you? • What are the different types of taxes I need to plan for? • What is GE tax, and how is it paid? • What is accounting? • What is the difference between a bookkeeper, accountant, CPA, EA, CMA, or CFO? • How should I be keeping my books? • What’s deductible vs what should I be tracking? BREAK: 2-2:15PM SESSION II: 2:15 PM – 4:15 PM (HST) Taking a Deeper Look into QB for Your Business • What are the different versions of QuickBooks, and which one do I need? • When do I need payroll? • How to setup my QuickBooks file (Chart of Accounts) • How to setup the Products & Services? •How to use Invoices, Sales Receipts, Receive Payments, and Bank Deposits • How to record different expenses? • How to integrate the Banking Downloads? • How to setup Merchant Services? • How to add other Apps and Add-Ons? • How to read Reports for historical information and forecasting? • How to create and share custom reports and add users?