Which path do you choose? Formal classes or one-on-one training ?

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All Classes held at the TSBDC/INCubator at 100 Cherokee Blvd

EXCEPT WHERE NOTED

(Park in the Renaissance Park parking lot. Pay at the kiosk.) 

Newtrepreneur Bookkeeping - Top 10 Mistakes we see Entrepreneurs make

Offered monthly

Free Class - Are you an entrepreneur, small business owner or considering starting your own business? It’s important to keep your finances tidy! Learn 10 of the most common bookkeeping mistakes and practical, efficient solutions to overcome them. Topics include: how to classify workers, cloud accounting and apps, receipt requirements, meal expenses and more. Bring your questions!

Time: 12:00 Noon till 1 p.m.

Register for September 9th

Register for October 21st (2 p.m. till 3:30 p.m. for Startup Week)

Register for November 4th

Register for December 2nd


Ask a QuickBooks Expert! Special Start-Up Week Seminar

Time: 1:30 till 3 p.m. (2:50)

Date: October 23rd

This will be a panel event, presented by HR Biz.

Attendees are encouraged to bring questions for the panel to answer, but we will also provide content to help generate discussion-based FAQs such as: which QuickBooks is right for you, what’s the difference between online and desktop, how does the receipts app work, and more. The last 30 minutes will be designated for Lynn Talbott to cover “What’s new in QuickBooks?” Intuit makes regular updates to their products and she will be going over their most recent news.

Register here - our event is free!

Learn more about Startup Week (October 19th - 25th). All events end 10 minutes early to allow time to get to the next one promptly.


Getting started with QBO for Non-profits - Next offering TBD

Time:

Location:

Is your non-profit considering QuickBooks Online (QBO) as a bookkeeping platform? Are you already using it but are in need of additional training? Do you have an upcoming Board meeting and need to make sure reports are worded properly? Look no further!

Lynn Talbott is presenting an introductory overview and will advise on best practices with QBO for non-profits, including these topics:

  • How to set up your Chart of Accounts

  • Basic bookkeeping guidelines for non-profits

  • How to maneuver in QBO

  • Review your organization’s settings

  • How to sync your bank and accept bank feeds

  • How to make “rules” for QBO

  • How to set up and track income and expenses by program

Lynn understands the importance of having financials in order when applying for grants, securing loans or appealing to significant donors. She has served as treasurer and in other capacities for non-profits, bringing her expertise to serve in the best interest of organizations as they grow.

Sponsored by Venture Forward (formerly Center for Non-Profits)

Registration:

Cost:


QuickBooks Online (QBO) Course #1 - Basics & setup (One 3-hour class)

Time: 2 - 5 p.m.

Dates: August 12th, November 4th

Are you new to QuickBooks Online? Join us for an overview of how it works and learn best practices for bookkeeping in QBO. Active clients of the TSBDC are eligible to receive a reduced rate for QuickBooks set up. Contact your counselor to learn more. You can have QBO Simple Start, QBO Essentials or QBO Plus for this class. Here’s what we’ll be covering:

·         Overview – how to move around and browser hints

·         How to set up/change your chart of accounts

·         Which accounts do you need or not need

·         Set up items or services that you sell

·         Syncing with bank and credit cards

·         Using the renaming rules to help QBO learn your business

·         How to set up vendors and customers

·         Tips for moving around, setting preferences, and customizing, to make your processes more efficient.

·         How to customize and pull basic reports

All levels of users welcome. Bring your laptop and questions. (Laptops will be provided upon request.)

Register for August 12th (moved from 8/5)

Register for November 4th

$125 per person


QUICKBOOKS ONLINE (QBO) COURSE #2 - Level Two (One 3-hour class)

Time: 2 - 5 p.m.

Dates: September 9th, December 2nd

If you’re an entrepreneur, you know how tricky it is to determine whether you’ve made enough money to pay yourself, much less anyone else! Learn how to:

·         Set up your company payroll in QBO and what you need to do ahead of time

·         1099 or employee discussion

·         Reporting – how to make and send management reports

·         How to job cost or use projects if you have QBO Plus

·         How to bill a client for a cost

·         Advanced preference features

**This is an intermediate-to-advanced level QBO class.

All levels of users welcome. Bring your laptop and questions.

Register for September 9th

Register for December 2nd

$125 per person


Look for us on the 2019 Startup Week schedule

October 21st - 25th, Dates and classes TBD


We work with non-profits, too!