Webinars and Events

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Tuesday, September 27, 2022

This is a hosted webinar, you must sign up on the registration site to attend. Follow this link to sign up: Click here to register now Reports are the reason you use QuickBooks, so it’s important to know how to get the reports you need. In this webinar you’ll learn when to run each type of report and how you can get the most from them. Topics include: Lean when to use each kind of report Customize reports to get exactly what you want Use custom fields to gather new data for reports Create custom reports from scratch in QuickBooks or Excel

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7 attendees

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Tuesday, October 4, 2022

This is a hosted webinar, you must sign up on the registration site to attend. Follow this link to sign up: Click here to register now Getting started with QuickBooks Online Advanced can be confusing…but it doesn’t have to be. Learn all of the best practices to set up your company so you get started on the right path from the very beginning. Topics include: Customize your settings to best suit your industry Import or add your customers, vendors, accounts, products/services and accounts Download and add your first transactions from the bank

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5 attendees

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Tuesday, October 11, 2022

This is a hosted webinar, you must sign up on the registration site to attend. Follow this link to sign up: Click here to register now Take advantage of QuickBooks Online Advanced’s unique benefits when you send invoices to customers. You’ll learn everything you need to know to customize your invoices, send them to customers, and then automatically remind them of upcoming due dates. Topics include: Customize the look and feel of your invoices Use custom fields for customers and invoices to get the reports you need Set up workflows to automatically remind customers of upcoming due dates Automatically alert customers that you received their payment

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5 attendees

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Tuesday, October 18, 2022

This is a hosted webinar, you must sign up on the registration site to attend. Follow this link to sign up: Click here to register now Discover all of the steps to track estimates, invoices, time and expenses related to projects. By the end of the webinar you’ll know how to measure the profitability of the work you do for your clients. Topics include: How to record and send estimates, including how to integrate PandaDoc or Docusign Record time and expenses for your projects Invoice customers as you complete work on a project Run reports and measure profitability of the work you do

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Tuesday, November 22, 2022

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