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QuickBooks Seminar


QuickBooks®
 SEMINAR SERIES

The next session for learning QuickBooks is scheduled for Tuesday, November 1st and Thursday, November 3rd, 2011. 
                      8:15 AM-12:30 PM

Instructors: Sandi Stocker & Sonya Dingman, CPA, both QuickBooks Pro Advisor; Courtesy of Miller, Welle, Heiser & Co., Certified Public Accountants.

The content of the series is listed below to assist you in determining whether this seminar is right for you.

Cost: $70 per participant

Session 1:  Introduction to QuickBooks

An introduction to QuickBooks’ capabilities and explanations on the basics of how to set up and use QuickBooks.

            1. Introduction to QuickBooks
                        - What is the correct version for you? 
                        - Payroll
                        - Web Features

            2. Setting-up a new company.
                        - Company file creation
                        - Using the interview set-up
                        - Backing up your files and technical issues

            3. Interacting with the QuickBooks 
                        - Using the Navigation Screens
                        - Using the toolbar and icons
                        - Setting your preferences
                        - Creating and modifying your chart of accounts 

Session 2:  Using QuickBooks

How to work with QuickBooks on a day-to-day basis; dealing with banks, accounts (payable and receivable), payroll, and budgeting. 

            1. Bank Accounts
                        - Creating bank accounts
                        - Creating credit card account
                        - Writing checks
                        - Printing checks
                        - Making deposits
                        - Reconciling accounts
                        - Taking advantage of online services

            2. Accounts Receivable 
                        - Setting-up customers
                        - Using invoice templates
                        - Reconciling customer accounts
                        - Entering invoices 
                        - Receiving customer payments

            3. Accounts Payable
                        - Setting-up vendors
                        - 1099 Tracking
                        - Reconciling vendor accounts
                        - Enter bills into accounts payable
                        - Paying bills

            4. Budgeting
                        - Intro to Budgeting with Quickbooks

            5. Payroll
                        - Setting-up new employees
                        - Deductions
                        - Payroll Taxes

 - - - - - - - - - - - - - - - - - - - - -  QuickBooks Registration  ([pdf] Click here for pdf version of form  (view as html).) - - - - -- - - - - - - - - - - - - - -  
Complete and mail with your registration fee of $70 per attendee (no later than October 27) to:
SCORE, Attn. QuickBooks® Registration, 616 Roosevelt Road, Suite 100, St. Cloud, MN 56301
Pre-registration and pre-payment are required. Please make checks payable to SCORE.
Name: ______________________________________________________________  Phone: ___________
E-mail:________________________________________________________________ @_________________________
Address: ___________________________________________  City: __________________________  ZIP
General nature of business: ___________________________________  Are you currently using QuickBooks?  Yes    No
Registration is limited by room capacity. Sessions may be canceled if there are insufficient pre-registered participants. Cancellation policy: Full refund ($70) if canceling more than 5 business days prior to session or if session is canceled due to lack of registrations. Refund of $65 (processing fee of $5 withheld) if canceled within 5 days prior session date. No refund after session has begun. For more information, please contact the SCORE at Chapter@StCloudSCORE.org. Reasonable arrangements for persons with disabilities will be made if requested at least two weeks in advance. Call SCORE at (320) 240-1332.

SCORE and the Small Business Development Center (SBDC) are resource partners of the U.S. Small Business Administration. The SBDC program is funded by the U.S. Small Business Administration, the Minnesota Department of Employment and Economic Development, and sponsoring centers. SBA’s funding is not an endorsement of any products, opinions or services. All SBA programs are extended to the public on a non-discriminatory basis.