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: 




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

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


1. QBO

  • Expense flow 
  • Income flow 
  • Invoicing flow
  • Investment Fidelity overview/flow 
  • Report generation 
  • Budget overview
  • 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
We are no longer accepting registration for this event

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