QuickBooks Desktop 101 for Small Businesses

Need to upgrade your business' finances? Need a refresher on the basics? Feeling lost? Join us in Choteau for an introductory overview of how to navigate and make the most out of QuickBooks Desktop! This will be a two-day course with computers and refreshments provided, with a combination of general instruction and 1-on-1 guidance. Admission is $30/day and must be paid online and in advance. Each day has a maximum of 20 seats available.

Day 1 (Thursday, June 2, 2022) will cover the basics of QuickBooks Desktop: how to navigate the software, how to enter your business' information, how to enter transactions for your business, and other key fundamentals. The objective is to get users familiar with the essentials for data entry.

Day 2 (Friday, June 3, 2022) will focus on putting a QuickBooks Desktop to work for your business, or, as our instructor likes to say, "The data is in-- now what?" Day 2 will focus on how to run reports in QuickBooks Desktop and how to use different kinds of reports to assess different aspects of your business.

On both days, the introductory overview will take place in the morning (9 am-12pm). After a break for refreshments, attendees will be able to sign up for 1-on-1 counseling sessions between 12:30 pm and 4 pm to go deeper into detail with their own business. The length of these counseling sessions will depend on how many attendees arrive who sign up for one.

These workshops are brought to you by Sweetgrass Development and the Montana Department of Transportation Small Business Enterprise Program.

ABOUT THE INSTRUCTOR

Wendy Weissman, CPA, has worked in Montana since 1997. Her specialty has become small businesses and non-profits, with 200+ clients. Wendy also specializes in QuickBooks and has become a Certified QuickBooks Adviser. That allows her to have a certification to train clients on QuickBooks. During her non-tax season, she teaches QuickBooks classes and has one-on-one sessions with clients to show them how to best utilize QuickBooks to meet their needs.