Part I & Part II

This is a hands-on workshop with laptops and sample data provided, to introduce the useful and flexible QuickBooks accounting & bookkeeping application.

This is a 6-hour workshop, split into two sessions:

During the morning session, attendees will be walked through the steps of proper data entry techniques. Attendees will practice creating invoices, receiving customer payments, and entering vendor bills and credit card statements. Attendees will also learn how to balance a checkbook, and to generate financial reports. The instructor will go over how to appropriately classify expenses, and much more.

During the afternoon session, the instructor will guide attendees through hands-on

and use of memorized transactions and other lists. The session will also focus on analyzing financial reports, discussing prepaid expenses, and the importance of bookkeeping data security.
Exercises include modifying and analyzing financial reports, balance sheets, income and expense, and statement of cash flows reports. Topics will also include general journal entry, 1099 vendors, new QuickBooks users, new customers, 1099 vendor bills, and more.

Ted has over thirty years of financial accounting consulting and cash flow management experience, including twenty years as the managing consultant at Hilliard Management Group. Ted has worked with the U.S. Small Business Administration and other small business development organizations to expand their training programs in Business Management. Ted has a BA in Economics from University of California at Berkeley, a MBA in Finance and MS in Organizational Leadership from Columbia Southern University.

There is a new way to register! You can now register using your client profile. By setting up a client profile, you will not have to fill out the same personal information for each workshop you register for, making it faster and easier in the long run! 

a)  If you already have a Client Portal Profile, click the Register button below.

• In the Client Portal, go to the Calendar tab (top left) and select Quickbooks Bootcamp Part I & Part II (WBC 3/29/22 – 4/5/22), click enroll, answer the questions, and submit! You will receive a confirmation email with the Zoom link.

b) If you don’t have a Client Portal profile, create one at this link. Make sure to use the same email address you have used in the past with Renaissance. You may change it later, but this allows our system to recognize you. 

If you already have an intake form on file, you’ll see the Calendar tab in the top left.

If you do not, you will need to fill one out before you can see the Calendar tab. It may also ask you to update your information.  The user interface isn’t perfect, so make sure to scroll up and keep clicking “Continue” or “Sign” in order to complete the forms. If you have any problems during this, please contact Isla Covarrubias at wbc@rencenter.org.

Once the Calendar tab is visible, you can register by going to your profile’s calendar tab and selecting Quickbooks Bootcamp Part I & Part II (WBC 3/29/22 – 4/5/22), hit enroll, answer the questions and submit! You will receive a confirmation email with the Zoom link.

You can also watch this video that will show you step by step how to create the Client Portal

Client Portal Profile – DEMO

If you have any questions about the class or you have problems with creating a client profile, please do not hesitate to email wbc@rencenter.org!

Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested, at least 2 weeks in advance. Contact: Isla, Isla@rencenter.org, (415) 348-6227