Record Keeping & Accounting

QuickBooks^® is one of the best accounting packages for small businesses.

Learn how to use basic and advanced QuickBooks functions: paying expenses using cash, checks, or credit cards; recording customer sales using sales receipts, invoices, and sales orders; issuing credits and refunds; memorizing and scheduling transactions; managing accounts receivable and payable; customizing sales forms; preparing standard and customized reports; reconciling accounts; and year-end tasks.

Jodi Butler a certified QuickBooks ProAdvisor with more than 12 years of QuickBooks experience and almost 20 years of accounting and bookkeeping experience working with a variety of industries can help personalize QuickBooks files for a better hands-on small business experience.

Check back for classes or call 541.463.5255, if there are no dates in the box.

Learn how to use QuickBooks^® to better manage your business with this lecture and demonstration overview for a busy, small business office. Series uses QuickBooks Premier but applicable to other versions. See below for individual module descriptions.

Check back for availability of classes or call 541.463.5255, if there are no dates in the box.

Learn how to create a new company file. Set up user access and security, set up and manage your chart of accounts, items, customer, vendor, and class lists. See how to navigate QuickBooks and record transactions using different methods available. Find out how to customize the icon bar to fit your needs, to back up, and restore your data file. Set up user and company preferences for your business.

Check back for fall classes or call 541.463.5255, if there are no dates in the box.

Understand the basic functions of QuickBooks^®: recording and paying expenses, creating invoices and sales receipts, receiving payments, recording deposits and reconciling bank accounts. Learn how to prepare basic financial reports. Learn how to handle bounced checks, manage and reconcile credit card accounts, memorize and schedule transactions, and use classes to track income and expenses by profit center.

Check back for fall classes or call 541.463.5255, if there are no dates in the box.

We will cover advanced functions: issuing credits and refunds; process  deposits from customers and vendors. Learn how to handle barters, trade accounts, charitable, and owner transactions. Set up and manage price levels. Learn how to use purchase orders (premiere only) and estimates. Customize forms and reports. Manage inventory adjustments and year-end tasks.

Check back for fall classes or call 541.463.5255, if there are no dates in the box.

Learn how to set up payroll and employee defaults, enter employee time, manage payroll items, process paychecks, generate liability reports, pay taxes, and prepare quarterly and year-end tax returns.

Check back for classes or call 541.463.5255, if there are no dates in the box.

This module covers job costing using the features available in QuickBooks©. We will cover how to use the job feature to track billable and non-billable time and expenses. Learn how to enter an estimate and convert that to an invoice. Prepare progress invoices from the estimate, and time and materials invoices from posted expenses. Learn how to generate reports to track unbilled time and costs, comparative estimate to actual reports, and profi t and loss by job.

Check back for classes or call 541.463.5255, if there are no dates in the box.

A comprehensive course that will cover the basics of processing payroll using QuickBooks^_©. We will go over wages, deductions and how they affect payroll taxes, and how to properly fi le payroll tax returns. By the end of this course, you will be able to properly process payroll and fi le all necessary returns.You will be able to correctly process a multitude of deductions and distinguish pre-tax versus net payroll deductions.