QuickBooks Event Agenda

Automate your receivables, streamline your payables, put payroll tax and GST on autopilot, and get more time to monitor and manage cash flow.

Hour 1:
Setting up your QuickBooks company

• Setting up a new company to ensure an efficient accounting environment.
• Setting up your customer list, vendor list, and product and services lists to streamline later work.
• Setting up your chart of accounts so that reports are accurate and taxes are correct for quarterly and year end filing.
• Answering the question that is on everyone’s mind: “Should I be using QuickBooks Desktop or QuickBooks Online?” – A detailed explanation of the pros and cons of each program.   
  

Automating receivables to make sure that you get paid

• Make custom professional invoices that your customers will love.
• Automate invoicing and collection so that getting paid takes less time and results in a higher balance in your bank account.
• Use features that help you automatically apply payments to open invoices the second that the payment hits your bank account.
• Track your time and expenses and automatically bill them back to customers.
• Discover how to use classes, projects, and customers to track the progress and profitability of individual jobs.

Hour 2:
Payables: Organizing your expenses

• Learn how you can snap a photo and allow a software to automatically input receipts and bills.
• Use online tools to go fetch your monthly bills and statements.
• Creating automated approval workflows to authorize bill payments.
• Why you should be using EFTs, and why you may never need to buy cheques again.
• Create a searchable document vault to protect your business in the case of an audit.

Shave hours from the time spent reconciling accounts

• Feed bank activity into QuickBooks so that you don’t have to manually create transactions.
• Use automatic reconciliation features – yes, they really exists.
• Learn how algorithms can match transactions in your bank accounts for you.

Hour 3:
More accurate and efficient payroll

• Automate timecard entry for employee payroll.
• Put your payroll deductions, filing, and remittance payments on autopilot.
• Automatically create, send out, and file T4s and ROEs.

Using QuickBooks to measure business performance and make better decisions

• Customize reports so they provide the information you want, presented the way you want it.
• Automatically generate reports and have them sent to your inbox on a regular basis so that you can review your business’ performance.
• Use budgeting software to create a plan for revenues and expenses, and regularly monitor progress toward your goals.
• See the full picture of your business so that you can maximize the use of available assets.
• Learn how to use artificial intelligence tools to improve cash flows.

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Special Notes:

• Complimentary breakfast snacks and coffee will be provided. 
• All attendees will be eligible for discounted pricing on QuickBooks software.
• Dressing in layers is recommended due to room temperature variations. 
• You will be notified by email if any changes are made to the workshop (i.e., date, venue, or workshop times). 
• Walk-in registrations will be accepted as space allows. 
• Please, no audio or video recording.