| QuickBooks Seminars in New York's Tech Valley |
Changing the world - one financial statement at a time
Learn about various financial and donor management software programs for nonprofit organizations at this seminar. Wayne Higdon of 25th Hour Accounting Solutions (www.25thhour.biz) will lead the discussion with Kelly Mathews and Valerie Venezia of the Council of Community Services (www.ccsnys.org) on evaluating accounting and fundraising programs such as QuickBooks, GiftWorks and Fund E-Z.
9am - Demonstration of GiftWorks donor and volunteer management software. www.missionresearch.com
10am - Side-by-Side Demonstrations of Fund E-Z and QuickBooks.
11:30 - Demo of SourceLink document management software add-on for QuickBooks. Scan in your paid bills and make audit time easy! www.personable.com/
Feel free to attend all demonstrations or only one.
Fund E-Z offers 'real' nonprofit accounting (www.fundez.com/) including self-balancing funds plus direct and indirect cost allocations. QuickBooks (www.quickbooks.com) offers ease of use and the flexibility to handle business tasks like rental management and product sales, and has numerous add-on products such as GiftWorks to meet almost any need. Wayne will demonstrate the work-a-rounds required for nonprofit grant management in QuickBooks side-by-side as Kelly demonstrates Fund E-Z’s true fund accounting features.
Date: Friday, June 22nd, 9am to noon. Doors open at 8:30 with light breakfast. If you can’t make the date, let us know and we’ll find a way to get you the info.
Location: Albany Center for Economic Success, 255 Orange Street, Albany. The site is handicapped accessible. www.acesincubator.org/
Registration: FREE. To register call the Community Loan Fund at 436-8586. www.cdclf.org
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25th Hour Accounting Solutions recommends GiftWorks fundraising software
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Beyond the Numbers: Using QuickBooks to Run Your Business
For businesses using QuickBooks, Wayne Higdon will present ideas to help you go beyond basic bookkeeping. Topics will include tips such as four critical reports, understanding your financials, managing customers and vendors, and writing letters from QuickBooks. In your choice of break-out sessions for product-based or service-based companies, a team of QuickBooks experts will demonstrate features for either inventory sales or job costing. Add-on software will also be discussed, including packages that sync with MS Outlook, initiate UPS/FedEx mailings, print labels, manage customer correspondence, and scan documents into QuickBooks. During an optional third hour some of these products will be demonstrated.
This seminar is designed for intermediate QuickBooks users. It may also serve anyone considering switching to QuickBooks from another package (or from spreadsheets and Post-It notes). [It is important to understand that you will not learn step-by-step in these seminars; instead we'll help you with the 'big picture'.]
Date: TBA.
Location: Albany Center for Economic Success, 255 Orange Street, Albany. The site is handicapped accessible.
Registration: TBA
Sponsors: Capital District Community Loan Fund, and the Albany Center for Economic Success |
Future Seminars
Please e-mail your interest in these to receive notification when they are scheduled or discuss an in-house presentation.
Using QuickBooks in Your Business (QB101)
- Money in; Money out (cash-based bookkeeping with QuickBooks)
- Who owes me, and when can I afford to pay my bills?
- How does this software work? (Accounting 101)
- Looking deeper at your finances
- Getting started with QuickBooks
- Beyond accounting...managing your business using QuickBooks and integrated software. Accept credit cards, send invoices online, ship via FedEx or UPS, back up your PC online, print labels, create a paperless office, and many more solutions
QuickBooks Basics (QB102)
This seminar is designed for beginning to intermediate QuickBooks users. Learn how to send invoices, pay bills, reconcile the bank, track credit cards, maintain inventory, pay sales tax, and run useful reports. Tips for better financial bookkeeping will provided, and the Top 10 common mistakes will be highlighted. The presentation, not hands-on, will cover more in less time via watch-and-learn format, and your questions will be answered.
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Personal training in small group or one-on-one sessions custom tailored to your needs: |
"Enhance your employment opportunities by learning QuickBooks" [2 hours] After taking your personal tour of QuickBooks accounting software you will be prepared to continue learning QuickBooks via CD or online interactive training. This is a quick and inexpensive learning method that is more effective than classroom training. $150 for 2-3 hour session in our office plus follow-up support.
"Working Trial Balance and other QuickBooks features for accountants" [1/2 day or full day] Learn the steps for reviewing client files at year end...this method works better than simply working your way down the balance sheet. Also includes: Options for exchanging data. Designing custom reports. Hints & Tips. Demo of Financial Statement Reporter software. $150 pp for a half day session conducted in our office or yours (travel charges may apply); group discounts available.
"Microsoft Excel training" [2-3 hours] Spreadsheet training tailored to your level - beginner/intermediate/advanced. May include working with and improving some of your current worksheets. $150 for 2-3 hour session in our office or yours (travel charges may apply)
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