Master QuickBooks Online Basics: Enhance Your Accounting Skills!

 Date: February 20
 Time: 12:00 PM – 1:30 PM

📍1412 Third Street W, Thief River Falls, MN

What You’ll Learn:

This 90-minute session is perfect for beginners and those looking to sharpen their skills. We’ll guide you step-by-step through:

1. Chart of Accounts

• What it is and how to set it up.
• Understanding account types and detail types to categorize your finances effectively.

2. Normal Balances

• Discover what “normal balances” mean.
• Learn how to apply this essential concept to ensure accurate records.

3. Creating Transactions

• Hands-on guidance for writing checks and making deposits.
• See how these transactions seamlessly integrate into QuickBooks Online.

4. Transaction Flow into Financial Statements

• Understand how every transaction impacts your Balance Sheet and Profit & Loss.

5. Financial Statement Fundamentals

• Learn to interpret and differentiate between the Balance Sheet and Profit & Loss Statement.
• Gain insights into how these reports drive smarter business decisions.

Master Accounts Payable & Accounts Receivable Workflows in QuickBooks Online!

📅 When: March 20, 2025
⏰ Time: 12:00 PM – 1:30 PM
📍 Where: 1412 3rd Street West, Thief River Falls

Learn how to streamline your bookkeeping processes with this hands-on QuickBooks Online Training! Perfect for business owners, bookkeepers, or anyone managing finances, this session will give you the tools to handle Accounts Payable and Accounts Receivable with confidence.

What You’ll Learn:

1. Set Up Products/Services

• Create and organize items for accurate financial tracking.

2. Accounts Payable Workflows

• Create Bills – Including billable items for customers.
• Pay Bills – Simplify vendor payments.
• Print Checks – Make payments seamless.
• 1099 Tracking – Learn how to mark vendors for year-end reporting.

3. Accounts Receivable Workflows

• Create Estimates – Send professional proposals.
• Generate Invoices – Convert estimates to invoices or start fresh, with step-by-step guidance.
  • Customize emails for clients.
  • Include billable items with ease.
• Receive Payments – Record transactions like a pro.
• Make Deposits – Reconcile payments effortlessly.

4. Reports & Insights

• Dive into Accounts Payable and Accounts Receivable Reports to understand your business finances at a glance.

5. Explore Customer & Vendor Centers

• Stay organized with centralized information on clients and vendors.

Why Attend?

This session offers practical training tailored to real-world needs, helping you improve efficiency and stay on top of your finances. By the end, you’ll be ready to manage your workflows like a pro!

This is a FREE Course, but seating is very limited. Registration REQUIRED.

Master Accounts QuickBooks Online: Unlock Efficiency and Simplify Your Month-End Close

📅 When: April 17, 2025
⏰ Time: 12:00 PM – 1:30 PM
📍 Where: 1412 3rd Street West, Thief River Falls

Streamline your accounting processes and maximize the potential of QuickBooks Online! Join us for a hands-on training designed for small business owners, accountants, and financial professionals looking to save time and eliminate hassle.

What You’ll Learn:

1. Essential Browser Tips

• Duplicate tabs for faster navigation
• Use bookmarks to simplify workflow management

2. Harness the Power of Bank Feeds

• Link accounts for seamless tracking
• Code transactions efficiently
• Undo or exclude entries when necessary
• Match transactions like a pro
• Create and edit rules to automate categorization
• Manage receipts with ease
• Perform accurate bank reconciliations

3. Supercharge Month-End Close Processes

• Use recurring transactions for routine entries
• Reconcile non-cash balance sheet accounts such as other current assets, other current liabilities, and loans

Why Attend?

Gain practical insights and tools to streamline your month-end close and save hours each month. Whether you’re new to QuickBooks Online or looking to deepen your skills, this training offers actionable strategies to boost efficiency and accuracy.

This is a FREE Course, but seating is very limited. Registration REQUIRED.

Customizing Your QuickBooks Online

📅 When: May 15, 2025
⏰ Time: 12:00 PM – 1:30 PM
📍 Where: 1412 3rd Street West, Thief River Falls

Take your QuickBooks Online skills to the next level with this hands-on training designed to help you customize your software for maximum efficiency and impact. Whether you’re a small business owner, accountant, or bookkeeper, this session is tailored to meet your needs.

What You’ll Learn:

1. Customizing Settings for Your Business Needs

• Configure your QuickBooks Online settings for streamlined operations
• Add your logo for professional branding
• Understand the difference between classes and locations to enhance your reporting capabilities

2. Mastering Dashboard Customization

• Optimize your dashboard for at-a-glance insights into your finances and performance.

3. Tailoring Invoice Templates

• Customize invoice templates that reflect your brand.
• Craft effective email messaging to streamline client communications.

4. Creating Powerful Reports

• Year-to-date summaries
• Multi-year comparisons
• Quarterly performance breakdowns

5. Explore Customer & Vendor Centers

• Stay organized with centralized information on clients and vendors.

Why Attend?

This session offers practical training tailored to real-world needs, helping you improve efficiency and stay on top of your finances. By the end, you’ll be ready to manage your workflows like a pro!

This is a FREE Course, but space is limited. Registration REQUIRED.

QuickBooks Desktop Semi-Advanced Class

📅 When: June 19, 2025
⏰ Time: 12:00 PM – 1:30 PM
📍 Where: 1412 3rd Street West, Thief River Falls

This exclusive class dives deep into advanced features, helping you tailor the software to fit your business’s unique needs.

What You’ll Learn:

1. Customizing Reports for Smarter Decisions

• Discover how to create and modify reports to reflect the exact data you need
• Explore advanced Filtering techniques to highlight trends and critical insights
• Learn to schedule and automate report generation for consistent updates

2. Managing Custom Items

• Optimize and streamline your inventory using custom items
• Track non-inventory items and services for better invoicing accuracy
• Optimize your product and service lists for efficient transaction management

3. Maximizing Classes for Better Organization

• Use classes to categorize income and expenses for detailed reporting.
• Set up and manage classes for departments, product lines, or locations.
• Gain insights into profitability by comparing performance across classes.

4. Advanced Project Tracking

• Track expenses and income by project for a clearer view of profitability.
• Set up and manage budgets for individual projects.
• Use job costing tools to ensure every project stays on track financially.

5. Converting Billable Items into Invoices

• Simplify invoicing by pulling billable items directly into customer invoices.
• Learn tips to track billable time and expenses with ease.
• Reduce errors and save time with streamlined invoicing workflows.

Why Attend?

• Gain advanced QuickBooks Desktop knowledge to optimize your workflow.
• Receive expert guidance tailored to your business needs.
• Walk away with actionable strategies to improve financial management and reporting.

This is a FREE Course, but space is limited. Registration REQUIRED.