QUICKBOOKS® ACCOUNTING

GET THE MOST OUT OF AMERICA’S
BEST-SELLING SMALL BUSINESS ACCOUNTING SOFTWARE.

 

This is your opportunity to learn how to:

• Save time on everyday tasks
• Efficiently and accurately manage all your financial data
• See the big picture at a glance
• Produce reports that help you make sound business decisions

Learn by actually doing – all sessions in this series are held in a computer lab so you’ll get firsthand experience with QuickBooks® software. You will have your own workstation and take home a comprehensive manual (valued at $50) for future reference.

Expert instructor Jim Mattson, accountant and computer consultant with Bauman Associates in Eau Claire, will

• Explain and demonstrate each step
• Help you work your way out of problems
• Allow time for questions, so bring your examples and “what-if’s”

• Register Now
• Brochure - [PDF] -
• Date,Time,Location
• Agenda
• Course Descriptions
• Presenter(s)
• Fee
• CEUs,Contact Hours,Academic Credit

 

Date/Time/Location

QuickBooks® Accounting Basics
Friday, March 7 and 14, 2008
8:30 a.m. to noon

Friday, June 6 and 13, 2008
8:30 a.m. to noon

Using QuickBooks® Effectively
Friday, March 21, 2008
8:30 a.m. to noon

Friday, June 20, 2008
8:30 a.m. to noon

Location:
UW-Eau Claire
Schneider Hall Room 210
Eau Claire, WI

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Agenda

A. QuickBooks® Accounting Basics

Day 1:

Software overview Installation of software Setting up the company file Setting up lists -Chart of accounts -Vendor lists Basic accounting tasks -Recording journal entries -Reconciling checking/savings accounts Accounts payable -Entering/paying bills -Entering/printing checks Intro to QuickBooks® reports

Day 2:

Setting up lists -Customers -Employees -Employee/employer pay fields/deductions Accounts receivable -Entering invoices -Receiving payments against invoices -Entering deposits -Entering cash sales Payroll -Processing payroll -Printing Checks -Paying payroll liabilities -Adjusting payroll liabilities -Payroll taxes and reports -Year-end payroll W2s-W3s More QuickBooks® reports

B. Using QuickBooks® Effectively

Security features/company features

Single user vs multi users Closing year end Condensing data User set-up

Common mistakes and fixes

Using the find feature Frequently asked questions QuickBooks® web site

Downloading updates

Tax tables Maintenance releases

Helpful tips and tricks

QuickBooks® keyboard shortcuts

Customizing company files and processes

Memorized transactions Customizing fields and preferences

Reports

Memorized reports Filtering reports Customizing reports

QuickBooks® letters to Word Software

Exporting data to Excel software

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Course Descriptions

QuickBooks® Accounting Basics

Start slowly – apply what you’ve learned
Session One – learn how to set up QuickBooks® and start using its basic features. Use what you’ve learned for a week, then come back for …

Session Two - where you’ll continue with the basics including lists, accounts receivable, payroll and reports.

You don’t need experience with QuickBooks® software, but should be comfortable working on a PC in a Windows environment.

Using QuickBooks® Effectively

Once you’ve completed QuickBooks® Accounting Basics, or if you already have experience with QuickBooks® software, this workshop will build on your knowledge. You’ll leave with a more thorough understanding of some of the advanced features QuickBooks® offers … Plus tips, shortcuts, and optimized practices that will help you:

• Save time
• Reduce errors
• Easily and efficiently produce reports

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Presenter

Jim Mattson is an accountant and computer consultant with Bauman Associates in Eau Claire. With more than fifteen years of experience, Jim has worked extensively with small businesses throughout the area to help them develop effective and efficient accounting systems, and to improve them. Much of his work involves computerized systems and Jim is an expert in popular small business accounting software such as QuickBooks® and PeachtreeTM. Jim received his bachelor's degree in accounting from Lakeland College.

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Fee

QuickBooks® Accounting Basics
$170/person (two sessions)

Using QuickBooks® Effectively
$90/person (one session)

Discount for Both Courses $228/Person

Fees include instruction, CEUs, refreshment breaks and all study materials. Please make checks payable to UW-Eau Claire.

Transfers/Cancellations:
To receive a full refund, you must cancel no later than five (5) business days prior to the start of the program. Cancellations after this time will receive a refund, less a $25 administrative fee. Substitutions may be made at any time. Just call the Continuing Education office 715-836-3636/toll-free1-866-893-2423 and we’ll take care of everything. If you no show or cancel the day of the program, you are responsible for the full program fee. Walk-ins are welcome - please call 24 hours ahead to ensure space availability.

University of Wisconsin-Eau Claire Continuing Education reserves the right to cancel any program due to insufficient enrollment or other administrative reasons, as well as the right to limit enrollment to ensure quality. In the event of a UW-Eau Claire Continuing Education cancellation, a full refund will be issued.

Satisfaction Guaranteed
University of Wisconsin-Eau Claire Continuing Education offers excellence in lifelong learning. If you’re not completely satisfied with your learning experience after attending our program, we will refund your registration fee.

CEUs,Contact Hours,Academic Credit

Participants who complete QuickBooks® Accounting Basics will receive .7 CEUs.
Participants who complete Using QuickBooks® Effectively will receive .35 CEUs.

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