This document announces a series of QuickBooks workshops presented by the Shasta College Small Business Development Center. The workshops cover topics such as setting up a QuickBooks company, using QuickBooks for retail/service industries, construction, payroll, sales tax, and year-end procedures. They will be taught by Mary Richmond, a QuickBooks Pro Advisor, in the SBDC Training Room at various dates between January and March. The classes cost $35 each and after attending, participants can schedule a free one-on-one appointment with Mary Richmond.

1. Shasta College Small Business Development Center presents
Everything You Wanted to Know about...
Setting Up Your QuickBooks® Company Using QuickBooks to Track and Pay Sales and Use Tax
This workshop will take you through the steps of setting up your You will learn how to set up QuickBooks® to help you track and pay
company using QuickBooks®. You will leave with the skills to help your sales tax liabilities accurately and efficiently. This class is offered:
you set up your own cash-based company. You will learn how to write • January 22
checks, make deposits, reconcile your bank account and print financial • March 19
reports. This class is offered three times: Time: 1 pm - 4 pm
• February 12
Advanced QuickBooks® Features
Time: 1 pm – 5 pm
This workshop on Advanced Features will offer the following topics:
Using QuickBooks® for Retail & Service Industries Customizing Reports; Using the Fixed Asset Manager; Using the Loan
This workshop introduces you to the more complex accrual method Manager; Creating Budgets; Writing Letters Using MS Word; and
features within QuickBooks® such as, Accounts Payable, Accounts Exporting Reports to Excel. This class is offered on:
Receivable, and Inventory. This class is offered two times: • January 29
• February 19 • March 26
Time: 1 pm - 5 pm Time: 1 pm - 4 pm
Using QuickBooks® for Construction
QuickBooks® Year-End Procedures
This workshop introduces you to features within QuickBooks® such
This workshop will help you prepare for closing your books and getting
as, Accounts Payable, Accounts Receivables, and Estimating & Job
ready for tax time. You will learn many techniques to help “groom”
-Costing. This class is offered two times:
your balance sheet by identifying errors and making the necessary
• February 26
corrections with appropriate documentation. The proper use of journal
Time: 1 pm - 5 pm
entries will be discussed. A year-end checklist will be provided for
Using QuickBooks® for Payroll-Session One follow-up back at the office. W2’s, 1099’s and other common year-end
Learn how to do your own payroll using QuickBooks®. You will learn tasks will be discussed. This class is offered on:
how to setup payroll items and employee information. This topic is not • February 5
complete unless it is followed by Session Two. This class is offered: Time: 1 pm - 4 pm
• January 14
This Quickbooks® Series will be presented by Mary Richmond,
• March 5
a 11-year Quickbooks® Pro Advisor who has assisted hundreds
Time: 1 pm - 4 pm
of businesses in training and set-up. The classes will be taught
Using QuickBooks® for Tracking Payroll Liabilities -Session Two
using a projected image in a classroom (not a computer lab)
This workshop introduces you to your state and federal payroll
setting.
responsibilities. You will learn how to use QuickBooks® to help track
and pay your payroll taxes. This session is the second in a two-part These classes will be held in the Small Business Development
series. Session one is a prerequisite. This class is offered on: Center (SBDC) Training Room, 1420 Butte Street. Each class
• January 15 will cost $35 per person.
• March 12
For more information on these workshops, or to register, go on
Time: 1 pm - 4 pm
the website: www.shastacollege.edu/ewd/pathways.htm or you can
call 225-2770.
After attending these informative workshops, Funded in part through a cooperative agreement with the SBA, CSU Chico, Center for Economic
Development, The CCCEWD, Shasta College and College of the Siskiyou. This material is based
schedule your no-cost one on one appointment on work supported by the U.S. SBA and the State. Any opinions, findings and conclusions or
recommendations expressed in this publication are those of the authors(s) and do not necessarily
with Mary Richmond! reflect the views of the U.S. Small Business Administration or the State of California. Reasonable
accommodations for persons with disabilities will be made if requested at least two weeks in advance.
Contact the SBDC at Shasta College at 225-2770 for arrangements.