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CR 1-114 QuickBooks for Organizers

Instructors: Kristin Diver
Total Time: 89 minutes
CEUs: 1.5
Conference Year: 2017


Course Description
Most people in the organizing industry are solopreneurs and many struggle to make sense of their books. QuickBooks is an accounting tool that, if used properly, can save lots of time, money and frustration, not only during tax time, but over the course of the year. This class will teach the fundamentals of QuickBooks that many users often miss if they just jump right in. It will also clarify, in plain English, what certain accounting terms mean and how they relate to what the solopreneur needs to do in the their books. It will cover basics such as the Chart of Accounts, the items/product/service list and tie everything back to the profit & loss and balance sheet. Participants will leave with a to-do list of things to change in their current QuickBooks file and a new schedule of when to accomplish certain bookkeeping tasks.

Learning Objectives
1. Learn the advantages of Quickbooks.
2. Identify accounting terms.
3. Learn the basics such as the Chart of Accounts, the items/product/service list and tie everything back to the profit & loss and balance sheet.


Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.