QuickBooks Basic - 5/3/21 - C0021

Attend this workshop to discover the correct QBO subscription for your business and have a basic understanding of how to operate the software.

• Selecting the correct QuickBooks Online Subscription

• Customizing your company set up

• Setting bank and credit card feeds

• Establishing banking/credit card rules

• Customer invoicing and sales tax set up

• Receiving customer payments

• Tracking Receivables

• Entering and paying vendor bills

• Basic Financial Reporting

• Other requests (time permitting)

Target Student: Start Up or Early Stage business owner with no or limited experience with QuickBooks Online.

Speaker's Bio:

Louise Pooley, President, Pooley Accounting Services

Originally from England, Louise Pooley started her career in accounting in the early nineties. Over fifteen years and a trans-continental move later, Louise is the President of her own accounting firm here in the US.

In the intervening years between taking her first accounting position and starting her own company, Louise graduated Magna Cum Laude with a B.S. in Accounting from the University of Missouri - St Louis and completed her education with an MBA in Accounting in 2009. Her years of practical experience with small businesses and non-profits, both here and in England have led Louise to realize that every organization, no matter how small, needs to have good accounting practices and records so that they can track their profitability, manage their business and minimize their taxes. Her substantial expertise and knowledge of QuickBooks financial software helps her clients reach their financial goals with the confidence of knowing that their finances are under control and that they can achieve maximum profitability.

Louise regularly gives presentations on accounting and QuickBooks related topics as well as volunteering her time to the Emerging Leaders program offered by the U.S. Small Business Administration.

Note: Once you register you will receive an email from Zoom with your personal webinar access link. SAVE THIS LINK - you'll need it to log in to the webinar at the appointed time.

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