Hands-On QuickBooks Learning Lab Series

Registration Full

In this four week course we will review how to implement and utilize QuickBooks Online for your business. This comprehensive lab will help you walk through the set-up process, as well as utilize the many features available on the QuickBooks Online platform. We will review several bookkeeping functionalities, as well as the creation of financial reports.

An active QuickBooks Online subscription is required. All classes will run from 10 am -12 pm.

6/1/23: Getting Started: We will review your current set-up and ensure you have the proper chart of accounts for your industry. We will also establish bank connections needed for data import. We will learn how to create vendor bills and customer invoices.

6/8/23: Data Review: We will continue to review importing the QuickBooks data, and properly categorize all business activity. We will explore the creating "rules" feature, as well as the importance of properly classifying income and expenses.

6/15/23: Let's Reconcile: We will go over the monthly reconciliation process and how to troubleshoot any outstanding issues. Copies of bank statements are required.

6/22/23: Financial Reporting: We will utilize the skills learned thus far to generate basic financial statements. This class is most beneficial to those who have attended all of the previous classes.

Course Requirements:

-Currently in business

-Access to all your business bank and credit cards accounts

-Computer