One of the challenges that a business owner/manager experiences on a regular basis is the process of running the business. They may have a great understanding of the products and services that the business offers, but they usually do not have a strong grasp of the day to day operations of that business. As a result, bills get paid late, customers are not billed on a timely basis or not at all, receivables are not collected. In other words, important things start falling through the cracks. QuickBooks is a great piece of software that helps get your business organized, and it is specially designed for people without an accounting background. This webinar will get you started and help you get some great results with QuickBooks.

Why Should You Attend?

QuickBooks can help you run your business better. You will get a better grasp of your payables, your receivables, your customers, and your day to day operations when you start to use QuickBooks the right way. This webinar will help you set up QuickBooks properly to better organize your company or organization’s finances.

Areas Covered

• Setting up your company file
• Managing Chart of Accounts
• Setting up Bank Accounts
• Adding Customers
• Adding Products
• Adding Vendors
• Creating Estimates/Invoices
• How to easily convert an estimate to an invoice
• Creating Purchase Orders
• Receiving Inventory
• Paying Bills
• Getting a quick snapshot of your company
• Utilizing the many reports that come with QuickBooks
• Creating Custom Reports

Who Should Attend

• Business owners 
• CEO’s / CFO’s / CTO’s
• Managers of all levels
• Anybody who uses Excel on a regular basis, and want to be more efficient and productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Bookkeepers
• CPA’s
• accountants
• Office workers

Speaker(s)

Tom Fragale

Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel., and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

CEUs

Compliance Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org.

Credits: 1.0

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