SCORE Free Workshop: Improving Your Use of QuickBooks™ to Manage Your Business Finances II

quickbooks training

Elizabeth Santaus will present a free SCORE workshop on “Improving Your Use of QuickBooks™ to Manage Your Business Finances II” on Thursday, June 8th, 2017.

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, offers a free workshop on “Improving Your Use of QuickBooks™ to Manage Your Business Finances II.”

In the first workshop on QuickBooks™, you learned the importance of regularly entering your data into an accounting system and utilizing chart of accounts specific to your business. In this follow-up session, you will compare features of QuickBooks for PC/Mac versus QuickBooks Online.

What to expect: This workshop includes an overview of the accounting and reporting features in QuickBooks Pro/Premier for PC, QuickBooks for Mac, and QuickBooks Online’s three subscription levels.  Information on apps and third-party software that interface with these QuickBooks products will also be discussed.  Participants are encouraged to bring questions about their specific industry accounting needs as there will be plenty of time for Q&A with the presenter. Laptops are welcome but not necessary.

Register today! 

 

Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry. She has worked for a variety of software companies and is a certified trainer in many advanced software programs.  Since 2006, when Elizabeth founded Dressler Santaus, LLC, she has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY. As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a QuickBooks™ trainer for the Community Economic Development Fund’s Bridgeport location.

Workshop Sponsor Guilford Savings Bank (GSB) has been serving the financial needs of individuals, families and businesses on the Connecticut shoreline community for over 140 years.  Founded in 1875 by 17 local business owners, it has proudly stood as a trusted institution in the communities it serves.  Starting with a $17,000 investment and one branch on the picturesque Guilford Town Green, GSB has grown to a seven-office, $620 million bank. For more information visit www.gsb-yourbank.com.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s nine counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, Mystic, Norwich, and New London. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

Would You Like To Become A Score Volunteer? Your business knowledge and experience can help others start or grow a small business. Learn more about becoming a SCORE volunteer at: www.score.org/volunteer.

SCORE To Host Free Workshop:Managing Your Business Finances 1 (QuickBooks) presented by Elizabeth Santaus

DATE: Tuesday, September 16, 2014

TIME: 9:00 – 10:30am

LOCATION: Old Saybrook Town Hall, 302 Main Street, 1st Floor, Old Saybrook, CT 06475

REGISTER NOW

The Southeastern Connecticut chapter of SCORE, a nonprofit association dedicated to the success of small businesses, continues its year-round series of Small Business Workshops with “Managing Your Business Finances 1 (QuickBooks).”

As a business owner, you have bill to pay, sales to track, taxes to file and more! This workshop will provide practical, easy to understand guidance and tips to help you manage your business finances. Learn tips to ensure that your Chart of Accounts gets you to the right financial information, and that it aligns with your use of QuickBooks. Participants are welcome to bring a laptop with QuickBooks loaded so they can follow along with the presenter.

Workshop Presenter Elizabeth Santaus has more than twenty years of experience in the financial accounting software and bookkeeping industry. In 1990 Elizabeth started as a technical support representative for Great American Software’s One Write Plus. In 1992 she started her own consulting company, On-Line Technologies, and received her certification in Great Plains Software. In 1994, when Elizabeth and her husband moved to Connecticut, she became the CFO for three small sister companies in Branford, CT. Since launching Dressler Santaus, LLC in 2006, Elizabeth has consulted, trained, and provided bookkeeping services for over 200 small businesses in CT and NY. As an Intuit ProAdvisor with advanced and point-of-sale certifications, Elizabeth has been a QuickBooks trainer for the Community Economic Development Fund’s Bridgeport location.

Workshop Sponsor Liberty Bank was chartered in 1825 and has proudly dedicated itself for nearly two centuries to superior personal service and unparalleled community involvement. Today, Liberty Bank has over $3 billion in assets under management and serves more than 190,000 households with locations across central, eastern and shoreline areas of Connecticut. Learn more at www.liberty-bank.com/.

About SCORE: SCORE is a nonprofit association that offers free and confidential advice on starting your own business or improving and growing your existing small business. All 40 counselors in Southeast Connecticut are volunteers, receive no compensation, and are working or retired business owners, executives, and managers. SCORE’s seven counseling sites in Southeast Connecticut include Guilford, Madison, Old Saybrook, Essex, Waterford, Middletown, and Norwich. For more information on upcoming free workshops and how to schedule a free small business mentoring session with our counselors, visit www.sect.score.org.

REGISTER NOW

 

Go to Dressler Santaus web site.

QuickBooks Products: QuickBooks for Mac

In this posting I will discuss the features of QuickBooks for Mac.

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The most important thing to know about QuickBooks for Mac is that you cannot use it for the same data file as QuickBooks for Windows.  In other words, if you have both PCs and Macs on a network, or a PC at work and a Mac at home, they cannot share use of the same data file – the file is not interchangeable between platforms.

Although you cannot share the same file, you can use QuickBooks for PC on a Mac by running QB in a “Parallels” environment (Parallels is a software for Mac that allows you to run your Mac as a PC).  In this set up, PCs and Macs can share use of a Windows QuickBooks file.

The Mac data file can also be sent as a Windows file to your CPA for his/her use, but it cannot be sent back to re-import into the Mac version.  You can convert a QuickBooks for Mac file to a QuickBooks for Windows version if you wish to change platforms permanently.

Most of the basic accounting features are the same between the Windows and Mac versions of QuickBooks.   QuickBooks for Mac allows you to do the following:

  • Multi-user functionality:  allows up to five users at a time (you must purchase licenses for additional users)
  • User profiles and permissions
  • Redesigned report customization
  • Mileage tracking by job and billable status
  • Register sorting
  • Export reports to spreadsheets
  • iChat integration to communicate between co-workers
  • Improved Layout Designer for form customization
  • Additional templates for ready-to-use forms
  • Web access:  Sync Manager allows web applications you choose to exchange information with QuickBooks
  • Progress Invoicing

Just from personal experience, the Mac version has less functionality and preferences than the Windows version.  For instance, in the bank reconciliation screen in the Windows version, you enter the statement ending date and can hide the transactions that are dated after that ending date, you can sort the transactions by date or amount or check #, and you can save the statement ending date when you need to leave the screen and come back later.  None of these options is available in QuickBooks for Mac.

QuickBooks for Mac does not integrate with QuickBooks Point-of-Sale software.

Return to www.dresslersantaus.com