Thursday, Oct. 26

 Cindy's Inspiration

Workplace Scenario - 

1. Finish spreadsheet with property management customers (summer, winter, year-round)

• Name
• address
• email
• yearly payments 2010 - 2017 and TOTALS column

Sort by totals to find out all the customers who have paid over $5000 to offer them a special winter rate.

2. Create a budget spreadsheet

See Slack for example

3. Create a cash flow projection 

 Create column for every month and rows for income and expense items
 Create totals for every month and for each income and expense item

 See Slack for example

 Excel tutorial - Lynda

Workplace Scenario

1. Accounts Payable
       Enter bills from:

• Lower Valley Energy
• AT&T
• UPS
• Heritage Insurance (car insurance)

      Make payments
      Write checks

2. Accounts Receivable
      Create invoices for THREE new customers
      Receive payments from these customers
      Make deposit

Quickbooks Tutorial - Lynda

Business terms - Which ones to explore/explain? 
 
Reflection  

1. Reread this week's reflections? How do you feel about where you are in the training? 
   
2. How did you do in the workplace scenarios for Excel and Quickbooks? What was easy? What was a challenge? 
3. What would you like Liz to know and consider as she preps for the last two weeks of the training?