Beginner QuickBooks Clinic Registration
Are you a business owner who needs help harnessing the power of QuickBooks Online to work for YOUR business? Coach Markus will guide you through it!
What: Three (3) virtual group sessions help YOU get started with QuickBooks
When: Monday (6/17), Wednesday (6/19) and Friday (6/21), 8:30 - 10:00am
By the end of the Clinic, I want to be able to ______________.
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Business Name
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Business Email
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example@example.com
Business Phone Number
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Please enter a valid phone number.
Business Address
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Street Address
Street Address Line 2
City
County
Postal / Zip Code
Date Business Started
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-
Month
-
Day
Year
Date
Are you currently in business?
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Yes
No
Is your business part-time or full-time?
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Please Select
Part-time
Full-time
How is your business structured?
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Sole proprietor
Partnership
LLC
Corporation
What are the average annual gross revenues for your business?
Please Select
Less than $10,000
$10,000 - $49,999
$50,000 - $199,999
$200,000 - $499,999
$500,000 - $1M
Greater than $1M
What are the estimated annual gross revenues for your business?
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What kind of QuickBooks does your business use?
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None. My business does not use QuickBooks
QuickBooks Online
QuickBooks Desktop Enterprise
Is this a woman-owned business?
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Yes
No
Do you conduct business in any language other than English?
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Yes
No
Please specify all languages other than English that your business utilizes.
Spanish
Hmong
German
Chinese
Other
Your Name
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First Name
Last Name
What is your date of birth?
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-
Month
-
Day
Year
Date
What is your race?
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Please Select
Black or African American
American Indian or Alaska Native
White
Asian
Native Hawaiian or Other Pacific Islander
Other race
What is your ethnicity?
*
Please Select
Hispanic or Latino
Not Hispanic or Latino
Are you a veteran of the United States Armed Forces?
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Yes, I am a veteran
No, I have no US military service
Do you consider yourself a person with a disability?
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Yes
No
Is your residential address the same as the business address above?
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Yes
No
Residential Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you the head of your household?
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Yes
No
Given your household size, which column in the table above best describes the estimated annual income of your household?
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Extremely Low(30%)
Very Low (50%)
Low (80%)
None of these columns describe my household estimated annual income
How familiar are you with QuickBooks?
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Not at all, I’m completely new to QuickBooks
A little bit, I’ve tried to use QuickBooks here and there but haven’t gotten into it
Somewhat familiar, I use QuickBooks to keep track of business sales and expenses
Quite familiar, I am comfortable using more intermediate features of QuickBooks, such as Class, Projects, and Budgets
What material would you like to see in the Clinic? Select all that apply:
Understanding Financial Reporting
Tracking Inventory
Using Budgets
Contracting
Filing Taxes
Customer and Project Management
Owner Transactions
Payroll
Mileage & Expense Reports
Linking Payment Apps
Tracking Time
Other
What material would you like to see in the Clinic? Select all that apply:
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Connecting your accounts to QB
Chart of accounts
Filing taxes
Owner transactions
Linking payment apps
Classifying transactions
Balance sheet
Income statement
Reconciling bank statements
Other
Beginner QuickBooks Baseline Assessment
Please answer the questions below to the best of your ability. If you don't know the answer take your best guess. Don't worry about not knowing the right answer - you'll learn these things in Clinic!
When entering a journal entry, what happens if the debits don't equal the credits?
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QuickBooks sends the difference to an adjustment account
QuickBooks will not allow you to record the transaction
QuickBooks asks you what to do with the "unequal" amount
Nothing. QuickBooks records the transaction as is
Suppose you own a company that repairs bicycles. What item type should you use for "bicycle repair"?
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Inventory Part
Non-inventory Part
Other Charge
Service
Which of the following is NOT an Item Type?
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Inventory Part
Non-inventory Part
Other Charge
Service
When should you create an invoice in QuickBooks?
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When a customer purchases goods or services and pays you in cash at the time of the sale
When a customer purchases goods or services and pays you by check or credit card at the time of the sale
When a customer purchases goods or services, but you don't want to record the sale as final
When a customer purchases goods or services but does not pay you at the time of the sale
When should you use a Sales Receipt in QuickBooks?
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To give a customer a receipt for payment of an invoice
To record a customer prepayment or deposit
To record a customer payment at the time of sale
To enter a customer early-payment discount
You received 5 customer payments in the mail. At the bank you deposit the 5 checks as one deposit. When you record the 5 separate payments in QuickBooks, how do you show that the 5 checks were actually 1 deposit?
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In the receive payments window, check "deposited with deposit number."
Record all the payments in the same Receive Payments window.
When you use the Receive Payments window, QuickBooks doesn't deposit the money in your checking account. After you record the 5 payments, click Record
Deposit and select the 5 checks.
All of the above
When reconciling your bank account in QuickBooks, what must the beginning balance match?
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The beginning balance should always equal the net amount of all uncleared bank transactions.
It should always match the opening balance on the paper bank statement.
It should always match the original account opening balance when the account was created.
The beginning balance should always be zero.
What is the purpose of sub accounts?
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Track departments or locations efficiently
Track finances in more detail by grouping accounts in a logical fashion and showing a subtotal for those accounts
To show different Account Types together in one section of a report
None of the above
How does QuickBooks use the Account Type?
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To track revenue and expense by office or business segment
For financial ratios in the Analysis module
To change the color of different sections on the financial statements
To identify where the account appears on the financial statements
What is the purpose of the Chart of Accounts?
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It allows accountants to view accounting records remotely
It is how you categorize financial transactions
To see a graphical chart of income and expenses
To categorize items
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