QuickBooks Workshop


Tuesday, January 28, 2020, 9:00am to 2:30pm


Harvard Ed Portal, 224 Western Ave., Allston

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

The QB features addressed in 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

9:00am: Registration and networking (coffee and pastries provided).
9:30am: Workshop presentation begins.

Note: Participants must bring a laptop with QuickBooks already installed. It is strongly recommended that you have attended the SCORE “Accounting for Small Businesses” workshop as a prerequisite to this workshop and have some working experience with QB.