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(619) 269-4539
San Diego Businesses are our specialty
QuickBooks Basics: 4 Hours
While QuickBooks® is user friendly most people still need QuickBooks training to effectively set up the software, efficiently utilize appropriate features and ensure their data is being input in a correct manner. 
3 Main Goals of our QuickBooks Training:
To help you improve cash flow 
To increase net profit
To help you have more fun at work
and in business
Included with your Registration:
  • Limited Class Size: Each class is limited to 8 Participants
  • 1-on-1 Training: Each Paid Registration includes 1 Hour of onsite training
  • Student Manual: Each attendee is provided with a Student Manual to keep notes that they can refer to after the class.


$147 per Attendee


8:30 AM - 1:00 PM

August 20, 2015 

September 24, 2015 

October 22, 2015




Scantech Graphics 

7150 Engineer Rd 

San Diego, CA 92111

Attendee Info
your info
Your Billing Info
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Class Syllabus:

Jeff Bibler, Educator & Tutor

Kathy has gone out of her way to help me with the books of my business numerous times, and every time she was able to cpme through with just what I needed. She's timely, thorough, accurate, and so incredibly helpful. She's also just a really kind and wonderful person. I couldn't ask for more in my book keeper! Thank you so much, Kathy!

Mike Struzik, CEO Focus of SoCal

KCB Financial Services is uniquely positioned to serve as an excellent support partner for Entrepreneurial Start Ups as well as established small businesses who have learned how to best leverage their business' productivity by addressing critical operational functions through outsourced vendor partners. Kathy Costello has served me as a critical part of my own business, handling my financial accounting and bookkeeping requirements on a customized level, specific to my own requirements. Do yourself a favor...speak with Kathy!
Section 1

How to Use QuickBooks® to Build Cash Flow

Section 2

Introducing QuickBooks 

Moving around In QuickBooks® 

Why Company Set Up is so Important 

Preparing your Company Data 

Easy Step Overview 

Two Most Common QuickBooks® Problems 

Set Up Users with Limited Permissions or Access 

Modify the Chart of Accounts 

Section 3

How to Manage Notes & To-Do’s Lists and Custom Fields 

Why Speed is Critical to Positive Cash Flow 

Reminders List 

Preparing your Company Data 

Working with Lists

Section 4

How to Process Accounts Payable 

Vendor and Checking Preferences

Add & Modify Vendor Lists 

Enter Bills 

Pay Bills

Print Checks 

Enter Manual Checks 

Account Payable (A/P) Reports 

Vendor Credits 

Memorize Bills

Section 5

How to Process Accounts Receivable 

Sales & Customer Preference 

What are Price Levels and How to Use Them 

Add & Modify Customer Lists 

Create Invoices 

Create and Manage Statements 

Create Sales Receipts 

Receive Payments 

Make Deposits 

Apply Credits 

Issue Refunds

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