Quickbooks Online: Proper Set up and Daily Accounting Practices -C0385


Wednesday, May 27, 2020 from 9:00 AM to 12:00 PM PDT
Add to Calendar 


748 Market Street
Tacoma, WA 98402

Driving Directions 


Terry Snyder 
SCORE South Sound/Tacoma Chapter 0385 

Overwhelmed with getting started with your bookkeeping? Not sure where to begin and want to start seeing some reports? Get it right the first time with this in depth class on getting started with Quickbooks Online. Learn how to use this accounting software for your small service business with the correct set up and recording of transactions. Will also cover the necessary items to do with your finances on a regular basis. 

Topics we will cover:

This 3-hour class will focus on the following information that are key to learning how to manage your finances and your business workflow. 

  • Business set up
  • Accounting and services workflow
  • Banking sync
  • Transaction Reconciliation
  • Entering customers and vendors
  • Estimates, Invoicing and Receiving Payments
  • Running reports
  • Paying bills
  • Apps that integrate with QB online for your small business


  • This class does not go in-depth into specific business industry finances and utilization in Quickbooks Online. It is a general overview of the software and how to use it on a recurring basis for your business bookkeeping. 
  • Laptops are not required. If you bring a laptop it must be fully charged because electrical connections are extremely limited and cords are not allowed to cross walking areas for safety reasons.


Hannah DeDios

Hannah has a Bachelors Degree in Business and is a certified Quickbooks Pro advisor and Score mentor. She has been running her own accounting firm since 2011 and specializes in helping contractors and small service firms to be free from office work so that they can do what they love. She is currently learning Spanish and getting her coaching certification.