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
- 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 |
| Cut off date | 11-09-2018 11:55 pm |
| Registered | 12 |
| Available place | 38 |
| Individual Price | Free |
| Location | Cisco Campus | Building 3, First Floor, The Vault Conference Room |