Quickbooks Online: Proper Set up and Daily Accounting Practices -C0385
Overwhelmed with the bookkeeping? Numbers look off? No reports at all? Get it right the first time, or get it fixed. Learn how to use Quickbooks Online for your small service business with the correct set up and recording of transactions.
NOTE: 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.
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. This workshop will focus on using Quickbooks Online for service related businesses. We will not be covering how to enter and track inventory or retail transactions.
- 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
Presenter:
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.