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"A Simple-Start to Managing Your Business"

Introduction:

QuickBooks Simple-Start is extremely easy to use financial software to help you get your receipts out of that shoebox and into computerized recordkeeping. Best of all QuickBooks Simple-Start IS FREE with this Seminar that teaches you how to get started on a better path to managing your small business.

Learning Objectives:

By attending this seminar, QuickBooks' users will learn:

  • How financial recordkeeping can help them manage their small business
  • How to Install the Free Software
  • The look and feel of QuickBooks Simple-Start
  • Introduction to Simple-Start terminology (accounts, items, customers, vendors etc.)
  • Money In and Money Out
  • Reports for Success

Course Content:

Taught using a blend of instructional lecture and demonstrations, this seminar will cover:

  • How to install your Free Copy of the QuickBooks Simple-Start Software
  • Simple-start is designed for ease of use; the Home-page has the paths to success
  • The Importance Accounts, Items, Customers and Vendors
    • Setting up the various types of Accounts (Bank, Income, Expense, etc.)
    • Setting up Items for your particular business (Inventory, Services, Other types)
    • Setting up your Customers (who pay you) and Vendors (who you pay)
  • Money In
    • Record a Sale
    • Invoice a Customer and Receive a Payment
    • Make a Deposit (into you bank account)
  • Money Out
    • Write a Check
    • Use a Credit-card (record the charge to your business expenses)
  • Reports for Success
    • Income Statement - The Profit and Loss of Your Business
    • Balance Sheet - When the Banker wants to know the Value of Your Business
    • Reports to Help You Understand How Your Business is Doing
  • Q&A (additional time will be available following the seminar)

Who Should Attend?

This seminar is designed for anyone needing simple financial recordkeeping software to help them manage their small business or personal finances. No Prerequisites for this seminar.

About the Instructor:

William "Bill" Murphy is a Certified QuickBooks ProAdvisor who has been helping small business owners in Oklahoma get the most from their QuickBooks software since 1989. Bill's consulting firm, RRR, Ltd. specializes in helping clients with installation, set-up, use, training and problem resolution for QuickBooks and related Intuit Software. Bill is also a Certified ProAdvisor in QuickBooks Point-of-Sale and QuickBooks Enterprise Solutions. He has over 30 years of teaching and instructional experience, and holds both a Bachelors and Masters degree from the University of Central Oklahoma.


For more information or to make comments:
Corporate Learning
Phone:  (405) 682-7562
Fax: (405) 682-7578
7777 South May Avenue
Oklahoma City, OK  73159-4444

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