PSATS Summer/Fall 2020 QuickBooks Series 7/30 - 12/17/2020

These virtual QuickBooks sessions are a great opportunity to learn about specific ways to use QuickBooks to bring greater efficiency and value to your township. From using QuickBooks for budgeting and meeting reports to preparing for the township audit or year-end reporting, these classes will cover a wide variety of important QuickBooks functions.

You can purchase the entire six-part series for $150 for PSATS members* and $200 for non-members.

All sessions will run from 2:00-3:30 pm and will be recorded so that you have a continuing resource at your fingertips or if you cannot attend the live session.  

Each session is worth 1.5 PMGA Administration points.

All six sessions is $150 for PSATS members /$200 for non-members

July 30 – “QuickBooks Q&A” – Attend this open mic session and ask all of your questions about QuickBooks and the DCED Chart of Accounts and township audit.

August 27 – “How to Use Customers and Classes for Grants and Reimburseables” – In this session, you will learn how to enter bills/checks/deposit using a “Customer” and QuickBooks’ invoicing system to track money owed.

September 24 – “Budgets and QuickBooks” – Learn how to pull years of financial data from QuickBooks and send to Excel to more easily create your proposed township budget.

October 29 – “Using QuickBooks for Meeting and Year-End Reports”– What information should you be giving your township supervisors and auditors? What information can you provide through QuickBooks? In this session, learn how to customize and filter reports, export reports int Excel and format for Right-to-Know Law compliance.

November 19 – “Getting Ready for the Township Audit” – In this session, we will discuss what to look for, how to ensure that your financial records are correct, and how to close down the book for the year.

December 17 – “Year-End Employee Functions” – Learn how to print W-2s and 1099s and file all year-end taxes and reports with the Internal Revenue Service and state agencies.

*PSATS Member = Registrant has paid current annual membership dues to PSATS or one of its professional associations (e.g., Township Emergency Management Association, Township Engineers Association, Township Planners Association, Township Solicitors Association, or the Pa. Assoc. of Zoning Officials).

CANCELLATIONS / REFUNDS / NO SHOW POLICY: Cancellations must be in writing and can be sent to us by email to; by fax to (717) 763-9732; or by mail to PSATS Education Program, 4855 Woodland Drive, Enola, PA, 17025. Refunds will be determined by the sent date of the notice. Refunds for cancelling a webinar at any time will be subject to a $10 processing fee. For classes, refunds for a cancellation sent to us between 10 and 2 business days before the class you are registered for will be subject to a $20 processing fee. Those who cancel within two business days of the class you are registered for, or do not attend, forfeit the full registration fee which, if unpaid, will be invoiced.

ACCESSIBILITY & OTHER NEEDS: If you require alternate format, sign language, or have other needs, please contact PSATS directly.

  • Registration Closed