Small Business Development Center
At Chemeketa Center for Business & Industry
chemeketa students

Beginning QuickBooks 2016

By Chemeketa SBDC

QuickBooks can be as simple or complex as you wish to make it. The success of QuickBooks is essentially based on your ability to set up the system in the most effective way to help you derive the information you want.

Tuesday, September 12
The Big Picture

Bookkeeping Basics

  • The Balance Sheet and Profit & Loss Statement
  • Cash vs Accrual Statements
  • A few fundamental accounting principles

An Overview of QuickBooks

  • Navigating QuickBooks
  • Using the Home Screen and “Centers”
  • Searching and using Help screens

Setting up Screens for Efficiency

  • Using administrative “File” functions
  • Creating an efficient Icon bar
  • Reviewing key Lists


Tuesday, September 19
Establishing a Company

Setting up a New Company

  • The “Express Start”
  • Setting up key information
  • Entering historical transactions

Setting Preferences

  • Using Company and Personal “Preferences” for efficiency and clarity

Revising the Chart of Accounts

  • Making the accounts your own
  • Formatting financial statements


Tuesday, September 26
Managing Checking Account and Banks

  • Checkbook basics
  • Making deposits and paying bills
  • Reconciling bank accounts
  • Managing credit cards
  • Using key reports


Tuesday, October 3
Managing Customers and Vendors

  • Setting up customers
  • Creating and collecting invoices
  • Setting up vendors
  • Creating and paying bills
  • Using key reports

Date: Tuesdays, September 12 – October 3
Time: 8:30 am to 11:30 pm
Location: Chemeketa Center for Business & Industry, 626 High Street NE, Downtown Salem
Cost: $399
Registration and Information: 503.399.5088

About Chemeketa SBDC

We provide the tools and environment for small business owners to make great decisions.

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