QUICKBOOK Overview

Class description: The purpose of this class is to go over how Quickbooks and relevant applications are used by NCPMI finance team. Please note that general accounting knowledge and basic knowledge of Quickbooks are preferred.  

Note: If you need to refresh QBO knowledge please review following tutorials: 

https://quickbooks.intuit.com/tutorials/all-quickbooks-tutorials/  

https://www.youtube.com/watch?v=HQwzVJMijkw

https://www.youtube.com/watch?v=QKaNUX8ROG0&t=1181s

Date: November 10th from 9:30 AM to 12:30 PM

Location: Cisco Campus, 7025 Kit Creek Rd, Building 3; RTP3L-1-THE VAULT 

Topics:

1. QBO

  • Expense flow 
  • Income flow 
  • Invoicing flow
  • Investment Fidelity overview/flow 
  • Report generation 
  • Budget overview
2. EXPENSIFY 
  • Import credit card charges / connect to Wells Fargo 
  • Expense approval 
  • Report generation with multiple expenses
3. Overview of the interconnect between QBO, Expensify and Wells Fargo
4. Invoicing

Lunch will be served.
 
Location: Cisco Campus, 7025 Kit Creek Rd, Building 3; RTP3L-1-THE VAULT 

Event Details

Event Date 11-10-2018 9:30 am
Event End Date 11-10-2018 12:30 pm
Registration Start Date 10-23-2018 12:00 am
Registered 12
Available place 38
Cut off date 11-09-2018 11:55 pm
Individual Price Free
Speaker Yogi Muthuswamy
Location
Cisco Campus - Building 3, First Floor, The Vault Conference Room
7025 Kit Creek Rd, Morrisville, NC 27560, USA
Cisco Campus - Building 3, First Floor, The Vault Conference Room
38
We are no longer accepting registration for this event

Subscribe to our newsletter!

Contact us

4900 NC Hwy 55, Suite 160-184
Durham, NC 27713

Click here to contact us!

Connect with us

We're on Social Networks. Follow us & get in touch.