Learn bookkeeping through our Iive, Instructor-led, QuickBooks Online Courses, using your paperwork, your data, and your QuickBooks software. Classes are limited to 4 students at a time, with “breakout rooms” for confidential discussions and questions.
If you don’t have QuickBooks yet, let us know and we can set you up with it.
Government Funding may be available to cover 2/3 of the cost.
QuickBooks Online Course : Level 1
| 24 instructional hours | $1,299 to $1,999 (depending on class size) |
|---|---|
|
$1,999/student |
|
$1,699/student |
|
$1,499/student |
|
$1,299/student |
Choose your session lengths
- 2 x 3-hour sessions per week for 4 weeks
- 1 x 3-hour session per week for 8 weeks
Ask about our accelerated course: 3 x 8-hour daily sessions at a weekend retreat
In this live course your instructor will teach you how to:
- Set up QuickBooks Online for your business
- format and create the Chart of Accounts so it works for you
- set up bank, credit card, and other payment systems
- invoice customers
- receive payments including the option to use Intuit Merchant Services
- record expenses and bills
- upload receipts and bills images to be entered into QuickBooks Online
- pay bills
- set up inventory
- transfer funds
- set up Shareholder contribution and withdrawal accounts
- set up expense reimbursement accounts for business purchases made by others
- link your bank, credit card, and other accounts to QuickBooks
- use the banking function to add transactions to QuickBooks or match to entries already entered
- introduction to basic payroll
Classes are limited to 4 students at a time. Confidential “breakout rooms” are available to discuss sensitive business transactions. Fill out the application to attend one of our courses.
Don’t forget: Government Funding Deadline for the expanded application period closes Feb 28, 2022
QuickBooks Online Course : Level 2
| 24 instructional hours | $1,299 to $1,999 (depending on class size) |
|---|---|
|
$1,999/student |
|
$1,699/student |
|
$1,499/student |
|
$1,299/student |
Choose your session lengths
- 2 x 3-hour sessions per week for 4 weeks
- 1 x 3-hour session per week for 8 weeks
Ask about our accelerated course: 3 x 8-hour daily sessions at a weekend retreat
In this live course your instructor will teach you how to:
- Reconcile it:
- reconcile actual bank and credit card statement with QuickBooks - Be Sure They Match!
- reconcile PayPal, Ecommerce sites, and other sites with QuickBooks Online
- Review It:
- Income Statement – is it reasonable? Do adjustments have to be made?
- Balance Sheet – does it make sense? Are the accounts current – dependable?
- Adjust it
- Prepaid Expenses
- Depreciation
- Payroll accruals
- Interest on long term debt
- Income Tax expense
- And more
- Report it
- Balance Sheet and summary
- Income Statement and summary
- Cash Flow Statement (Profit vs Money in the Bank)
- Use it
- Goal setting
- Strategies
- Measuring and course correcting
- Cash Flow forecasting
Classes are limited to 4 students. Confidential “breakout rooms” are available to discuss sensitive business transactions. Fill out the application to attend one of our courses.
Don’t forget: Government Funding Deadline for the expanded application period closes Feb 28, 2022