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Quickbooks / Bookkeeping (Part 2): A Comprehensive View of Quickbooks (1.5 LUs)
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Quickbooks / Bookkeeping (Part 2): A Comprehensive View of Quickbooks (1.5 LUs)

When: Wednesday, January 31, 2018
5:45 - 7:45 PM
Where: AIA San Francisco
130 Sutter Street, Suite 600
San Francisco, California  94104
United States

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This is part 2 of the Bookkeeping series using Quickbooks Desktop. Part 1 covers monthly billing extensively. Part 2 is a comprehensive overview of Quickbooks. It covers most of Quickbooks modules; A/R (accounts receivable), A/P (accounts payable), cash (bank and credit card) and reconciliation. Regular procedures will be demonstrated. Useful reports will be highlighted.

Having been in business for twelve plus years, Terry also wants to briefly share her insight of leadership.

Please take food and drink for your enjoyment during the formal presentation. Refreshments generously sponsored by Focus-Grow Bookkeeping.


Learning objectives

  • 5-minute accounting 101: two major financial reports; namely balance sheet and profit and loss, and the five major types of accounts that make up these two reports.
  • Software demonstration using Quickbooks Desktop.
  • Demonstrate how to setup chart-of-accounts and Items; the 2 basic components of Quickbooks.
  • Demonstrate regular procedures using Home page and its 5 major navigators; namely vendors, customers, employees, company and banking navigators.
  • Demonstrate how to do bank / credit card reconciliation.
  • Demonstrate how to pull useful reports.


Pricing and Registration

  • AIASF Member: $5
  • General Admission: $10
  • AIASF Student Member: Free

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About the Presenter

Terry Chong is an accounting graduate from Golden Gate University. She worked with a small, local CPA firm for seven years before starting out on her own. She once aspired to develop affordable housing for middle-income families, and studied architecture at City College of San Francisco. She works regularly with contractors and architects and is familiar with construction and design phases, which allows her to customize Quickbooks; a widely used accounting software to ease the workflow of monthly billing and job costing. “Focus-Grow Bookkeepers, your in-house accountants” is the motto of her company. Terry aspires to be the best and biggest bookkeepers’ cooperative in San Francisco where all accountant-members can fully perform at clients’ sites and all take home a decent pay.