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3-1: QuickBooks Efficiency 101: How to Save Tons of Time
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3-1: QuickBooks Efficiency 101: How to Save Tons of Time                                                 

Kristin Diver
Business Growth
General

A lot of people who have  QuickBooks use it extremely inefficiently and could be saving so much time if only they used some basic features.  One of these is downloading information from the bank into QuickBooks.  Doing so eliminates hours of data entry and potential error.  Additionally, QuickBooks learns where things go, which makes bookkeeping tasks go much faster.  This class will teach how to download into all the versions of QuickBooks (online, desktop PC or Mac) and best practices to save tons of time.

Session Objectives:
- learn why downloading is beneficial
- understand the basics of the downloading screen
- learn the steps of how to process downloaded transactions and import them into QuickBooks.
This sessions will use a PowerPoint but also be connected to the internet to show examples.  There will be at least three opportunities to ask questions. Many organizers are solopreneurs and keep track of their own books.  Learning how to do this as efficiently and painlessly as possible can make this necessary piece of a business more fun and empower the organizer to really "get" what is happening in their business.

 

 


Kristin Diver

Kristin W. Diver of System Happy, Inc., is the president of NAPO Georgia. She is a Certified Advanced QuickBooks ProAdvisor, one of only 500 in the country. Kristin is fluent in Spanish, French and German, an NCAA tennis champion, former professional bellydancer, advanced yogi and can solve the Rubik's Cube in under four minutes.  She has two small children and lives in the Atlanta area.


 
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