Bookkeeping Basics   Session 1 of 6

Are you confused on how to keep the financial records of your business?  Come learn basic functions of QuickBooks®  and then take more advanced topics as applicable to your business. The topics covered in each session are:

Session 1: Wed, 9/20/17

  • Initial setting up of company
  • Choosing the type of structure for your company
  • Creating a chart of accounts
  • Setting up customers
  • Setting up vendors

Session 2: Wed, 9/27/17

  • Creating invoices
  • Applying payments to invoices
  • Recording other deposits
  • Inputting bills to be paid
  • Paying bills
  • Writing other checks and debit transactions

Session 3: Wed, 10/4/17

  • Creating journal entries
  • Reconciling bank accounts
  • Producing financial reports

Session 4: Wed, 10/18/17

  • Inputting inventory
  • Tracking inventory
  • Moving inventory to Cost of Goods Sold

Session 5: Wed, 10/25/17

  • Setting up credit cards and entering transactions
  • Reconciling the credit card account
  • Paying credit cards
  • Handling the use of personal funds in your business

Session 6: Wed, 11/1/17

  • Setting up an annual budget
  • Closing the monthly books
  • Closing the annual books

Presented By:
Instructor: Paula Keyes, CPCU, ARe, CPIW
QuickBooks ProAdvisor

Paula has been using and teaching QuickBooks for over 17 years.  She has a background as an accountant in the Insurance Industry.  Her bookkeeping practice, Paula Keyes & Associates, Inc., has been in operation since 1999.

Details

Location:

UCF Business Incubator
Winter Springs
1511 E State Road 434
Suite 2001
Winter Springs, FL 32708

Date:
Wednesday,
September 20, 2017
10:00 AM – 11:30 AM

Event Contact:
Juana Brand
407-278-4880
juana.brand@ucf.edu

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