SCORE Boston Workshop: Quickbooks Hands-On Workshop

Overview

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Details

This workshop is designed for a small group to receive instruction and hands-on assistance in using QuickBooks. The QuickBooks version we will be demonstrating is QuickBooks Online Plus which includes features unavailable in Self Employed, Simple Start, or Essentials.

Participants must bring a laptop with QB already installed.  

We strongly recommend you have attended the SCORE “Accounting for Small Businesses” workshop as a prerequisite to this workshop and have some working experience with QB.

The QB features addressed for this workshop will be:

  • Company Set Up
  • Chart of Accounts
  • Downloading bank and credit card transactions
  • Creating: customers, vendors, employees, products/services and classes
  • Financial Reports
  • Budgeting


The class size is limited to 12 and there will be two SCORE counselors actively involved in the hands-on training. Because of the variety of businesses that may be in attendance, we won’t be able to be industry specific. However, we do believe the agenda that is being presented will be relevant to everyone.

This workshop is presented by SCORE Boston and presented by Gloria Spence and Eric Saunders. Gloria was the former Director of Finance- Northeast Region for Hearst Television (WCVB TV). Eric Saunders is a CPA and retired in 2016 after a long career with a public accounting firm.