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QuickBooks for Organizers, Session 6-5
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QuickBooks for Organizers, Session 6-5

Kristin Diver, MBA, COC
Business Operations & Growth/Marketing/Leadership
General

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.

Objectives
  • Understand the purpose of their profit & loss and balance sheet
  • Understand the Chart of Accounts and how to edit it
  • Understand the differences in the various QuickBooks versions
  • Understand how to use the item/product list to create invoices
  • Understand why downloading from your bank is a huge time saver




Kristin Diver, MBA, COC

Kristin W. Diver of System Happy, Inc., is the current president of NAPO Georgia. She is a Certified Advanced QuickBooks ProAdvisor, one of only 500 in the country. Kristin is fluent in four languages, a collegiate tennis champion, former professional bellydancer, advanced yogi and just started playing the harp.

 

 

   

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