Minutes Matter Seminars/Webinars - Topic Outline, for window treatment industry professionals

Webinars

June - July Webinars

Going Through the Interview & Setting up Your Preferences in QuickBooks
Date: Thursday, June 30th
Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST)
Cost: $45 (Conference call is a toll call, not an 800 number)

Highlights of topics discussed during this webinar include:

Learn what items you need before starting the interview
Existing QuickBooks user will learn how to export data easily from existing company
Actually watch as we go step-by-step through the entire QuickBooks Interview
Set up your 1099 vendors and many other preferences correctly
Learn how to create icons on your QuickBooks Desktop for frequently used features

We will pause for questions after each segment.

Setting up Templates and Using Purchase Orders, Pay Bills, Credit Cards
Date: Thursday, July 7th
Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST)
Cost: $45 (Conference call is a toll call, not an 800 number)

Highlights of topics discussed during this webinar include:

Learn how to set up templates for estimates, invoices & purchase orders
Find out why you should be using purchase orders even if your business is small
Memorize purchase orders for frequently ordered items
Learn how to create purchase orders faster from an estimate or invoice
Record all your credit card purchases in QuickBooks – see how easy it is to set up
Learn how to pay a bill from your vendor with a credit card

We will pause for questions after each segment.

Using Item Codes to Produce Estimates Faster & Create a Job Profitability Report
Date: Thursday, July 14th
Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST)
Cost: $45 (Conference call is a toll call, not an 800 number)

Highlights of topics discussed during this webinar include:

Learn how and when to use the different types of item codes
The secret to setting up item codes – see how easy it is
Learn how using grouped item codes can help you create a proposal faster
Actually watch as we create a proposal using grouped item codes
Create a Job Profitability report so you can see your profit on each job

We will pause for questions after each segment.

Seminars

Date

Location

Details

February 26, 2005

Custom Home Furnishings Educational
Conference & Trade Show
Greenville, SC

“Learning to Use QuickBooks ”
8:30 am – 12:00 noon

March 12, 2005

Design Source - Wanda Burns
Jackson, MS

“Getting Your Business Computerized with QuickBooks”
9:00 am – 2:00 pm
(1 hour lunch included)

“Designing Start to Finish”
2:30 pm – 4:00 pm

July 28, 2005

Atlanta, GA

"All About QuickBooks & Designing Start to Finish"
Hosted by: Designer Workroom Council

For more information, contact Sheryl Richardson by email or telephone, 770.772.6511

Organizing Elements Topic Outline:

QuickBooks General
Time: 8:00 am - 10:30 am

Get started in QuickBooks the right way; answer QuickBooks Interview questions correctly
Learn what financial records you need to set up your company
Set up clients and vendors
Set up business credit cards
Learn how QuickBooks can automatically reflect a payment on an invoice
Use purchase orders to make entering and tracking bills easier
Use the Pay Bills window to write checks to vendors
Make a deposit in QuickBooks check register using undeposited funds
Learn an error-proof way to calculate sales tax and what two reports you need
Gain easy access to important financial information with QuickBooks numerous reports

Organize Your Office & Computer with Microsoft Outlook
Time: 11:00 am - 12:00 pm

Use the appointment calendar to keep track of your busy schedule
Be reminded of important tasks; eliminate Post-it notes
Quickly find information concerning a client's address, telephone numbers, special notes and more
Access directions to a client's house with the click of a button
Search and find a long lost hardware vendor in seconds
Create journal entries of important telephone conversations
E-mail or make a telephone call to a client from Microsoft Outlook
Prioritize appointments by color coding the calendar
Systematize client files
Create easy access to business files, purchase orders and unpaid bills
Do three things to keep your computer running smoothly

QuickBooks - The Rest of the Story
Time: 1:00 pm - 4:00 pm

Learn faster, more effective ways to work in QuickBooks
Customize all forms to suit individual needs
Use item codes; the secrets are revealed
Use purchase orders to make entering and tracking bills easier
Memorize purchase orders to expedite future purchases
Quickly search for items or vendors that have not been used recently
Efficiently monitor business profits
Synchronize QuickBooks with Microsoft Outlook
Keep notes regarding correspondence with clients
Learn how to track marketing dollars
Gain easy access to important financial information with QuickBooks numerous reports

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Webinars

Going Through the Interview & Setting up Your Preferences in QuickBooks Date: Thursday, June 30th Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST) Cost: $45 (Conference call is a toll call, not an 800 number)

Setting up Templates and Using Purchase Orders, Pay Bills, Credit Cards Date: Thursday, July 7th Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST) Cost: $45 (Conference call is a toll call, not an 800 number)

Using Item Codes to Produce Estimates Faster & Create a Job Profitability Report Date: Thursday, July 14th Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST) Cost: $45 (Conference call is a toll call, not an 800 number)

Seminars

QuickBooks General Time: 8:00 am - 10:30 am

Organize Your Office & Computer with Microsoft Outlook Time: 11:00 am - 12:00 pm

QuickBooks - The Rest of the Story Time: 1:00 pm - 4:00 pm

Going Through the Interview & Setting up Your Preferences in QuickBooks
Date: Thursday, June 30th
Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST)
Cost: $45 (Conference call is a toll call, not an 800 number)

Setting up Templates and Using Purchase Orders, Pay Bills, Credit Cards
Date: Thursday, July 7th
Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST)
Cost: $45 (Conference call is a toll call, not an 800 number)

Using Item Codes to Produce Estimates Faster & Create a Job Profitability Report
Date: Thursday, July 14th
Time: 8:00 pm - 9:30 pm EST (7:00 pm CST, 5:00 pm PST)
Cost: $45 (Conference call is a toll call, not an 800 number)

QuickBooks General
Time: 8:00 am - 10:30 am

Organize Your Office & Computer with Microsoft Outlook
Time: 11:00 am - 12:00 pm

QuickBooks - The Rest of the Story
Time: 1:00 pm - 4:00 pm