Mastering QuickBooks: A Guide for Small Business Success

Event description

Join us for a comprehensive QuickBooks Online (QBO) training series designed to help small business owners, entrepreneurs, and freelancers take control of their finances. This multi-session event covers everything from accounting basics to advanced QBO features. Each workshop offers practical, hands-on instruction in both English and Spanish, with topics including setting up your QBO account, getting paid, tracking expenses, monthly closing processes, and running essential reports. Whether you're just starting or looking to sharpen your accounting skills, this series will give you the tools and confidence to manage your business finances efficiently.

• A 101 Introduction to Accounting: June 17
  • Introduction to accounting
  • Practical exercises with accounting equation
  • Brief overview of accounts, transactions, categories, and reports
• QBO 102 Setting up QBO: June 24
  • Settings
  • Chart of accounts
  • Classes and locations
  • Connecting your bank account
  • Accountant View Vs Business View
• QBO 103 Getting Paid: July 1
  • Adding customers
  • Adding products and services
  • Creating invoices & estimates
  • Getting Paid
• QBO 104 Tracking Expenses: July 8
  • Adding Vendors
  • Paying Bills
  • Writing Checks
  • Tracking Expenses
  • Paying your team
• QBO 105 Monthly Closing: July 29
  • Bank Reconciliation
  • Reconciliation Errors
  • Bank Register
  • Bill payment reconciliation
  • B/S Rec
• QBO 106 Reports: August 5
  • Overview of important accounting reports and different reports in QBO
  • Running and customizing reports in QBO
  • Setting up and managing reports
  • Using the cash flow planner