Enhance Your Advising with QuickBooks Know-How
The live, weekly online classes will build on enhance your existing knowledge and experiences to help you make a greater impact on the viability of your farmers and clients.
You don’t need to be a bookkeeper or a QuickBooks expert to guide your clients toward better financial decisions. This class is designed for business advisors who want to understand the mechanics of QuickBooks—so you can confidently interpret reports, troubleshoot common issues, and help your clients get the most out of their numbers. Gain the knowledge to bridge the gap between financial data and strategic business decisions, without getting lost in the weeds of bookkeeping..
New session begins April 8, 2025
COURSE TOPICS
Basic Accounting and Bookkeeping Principles
Become familiar with basic accounting principles and how they impact bookkeeping systems.
Data Validation
When your clients gives you a report from QuickBooks (either the profit and loss or the balance sheet), you want to know that the numbers are accurate and trustworthy before you do any sort of analysis or strategy development. We will learn how to recognize common mistakes that show up on the financial statements, what they mean, and how to support your clients to fix them.
Setting Up Systems
We will teach you a framework for setting up (and editing) a chart of accounts so that reports in QuickBooks give you (the business advisor) and the farmer the data they need to understand their financials and make decisions to improve profits.
We’ll cover basic set-up, including how to set up and edit the chart of accounts. We will also discuss products and services and how these seemly simple classifications can have a powerful impact on how a farmer sees their numbers.
Problem Solving
We identified common mistakes that farmers make using QuickBooks, and we will discuss how to resolve some of the more common challenges:
- how to best use the bank feed
- how to handle credit card sales
- how to track grant related expenses
We will also have time to address your specific questions.
Running Reports
With a solid bookkeeping system and numbers we can trust, we can now talk about how to analyze the numbers. We will review some of my favorite QuickBooks reports, how to customize them, and how to get the information you need from QuickBooks to make data-driven decisions.
At the end of the program participants will:
- Know how to run and read reports in QuickBooks
- Understand how to spot errors in QuickBooks from reading reports
- Be able to suggest improvements for their client working with QuickBooks
- Be able to help their clients problems solve issues in QuickBooks.
- Build your peer network