QuickBooks Overview & Setup: Get Your Business Ready to Thrive

Are you ready to take control of your business finances but unsure where to start? This hands-on class will guide you through your journey as you explore the essentials of QuickBooks Online, giving you the tools and confidence to manage your bookkeeping effectively. Whether you are new to bookkeeping, transitioning to QuickBooks Online, or just refreshing your knowledge and skills of your business books, you’ll learn essential skills to manage your finances effectively.

What You’ll Learn:

• Getting Started with QBO: Learn the basics of QuickBooks Online, including key features of the system such as:
  • Setting up your business profile
  • Customizing settings to fit your business needs

• Navigating QBO: Explore the tools and features of QBO and learn to navigate the system to track income, and expenses, and manage day-to-day bookkeeping tasks

• Chart of Accounts Setup: Create and organize your Chart of Accounts—the foundation of your bookkeeping system—tailored to your business.
• Accounting Basics: Understand key accounting principles and the flow of bookkeeping to ensure accuracy and clarity in your financial records while managing your financial data

This class combines hands-on instruction with practical insights.  By the end of this class, you’ll have your QuickBooks Online account set up and ready to track your business finances efficiently. Whether you’re a new entrepreneur or looking to simplify your bookkeeping or expand your skills, this session will equip you with the foundational knowledge you need to succeed.

Bring your laptop to answer your specific questions during our hands-on session and be ready to dive in and get your business finances on track!