Intro to QuickBooks Online - 3 Part Series

Event description

Join us for this three-part LIVE webinar. Explore the intricacies of QuickBooks, a powerful accounting software. Learn to master its functionalities with expert guidance provided by a QuickBooks Pro Certified Advisor. Throughout the webinar, you'll gain a solid understanding of how QuickBooks Online operates, allowing you to navigate its interface effortlessly. From navigating menus to utilizing features, you'll learn the ins and outs of the platform, empowering you to streamline your financial management processes effectively.

Cost is $150 per person.

**The Zoom link will be sent after registration is complete and can be used to access all 3 days of the series. Please contact our office at 325-942-2098 if you have any difficulties. 

Speaker: Rita McDaniel, QuickBooks Pro Certified Advisor - HJS Academy 

Day 1 Agenda: Introduction and Setup | 2/3/26 | 9:00 - 11:00 AM

• Understand the different QuickBooks Online (QBO) subscription levels
• Converting from QuickBooks Desktop to Online
• Set up a new QBO account
• Get familiar with the sample QBO file
• Introduction to the Chart of Accounts (COA)

Day 2 Agenda: Transactions and Bank Feed Introduction | 2/4/26 | 9:00 - 11:00 AM

• Learn how to enter expenses, bills, and payments
• Understand how to create invoices and receive payments
• Introduction to the Bank Feed and how to make deposits

Day 3 Agenda: Advanced Features, Reports, and Reconciliation | 2/5/26 | 9:00 - 11:00 AM

• Deep dive into the Bank Feed and other automation tools
• Learn how to pull, customize, and review reports for accuracy
• Understand the reconciliation process for bank and credit card accounts