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Event Details

Date:
January 27, 2022
Time:
10:00 AM - 12:00 PM
Cost:
FREE
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QuickBooks Online Four-Part Series: (Webinar 1 of 4) – Accounting 101 & Getting started with QuickBooks Online: Presented by the NorCal SBDC

Thursday, January 27, 2022


Having an organized accounting system is an important step in making sure your business runs smoothly and is resilient. In addition to helping you see when your funds are not lining up, it also makes it easier to do quick reports when needed (such as applying for loans, relief grants, or doing taxes for the year). Whether you are moving your information from an Excel system to QuickBooks or have been using the basic settings of QuickBooks, this is a great way to gain more information about the most used accounting software.

Join us for one or all the following sessions where you will learn the basics of using the online version of QuickBooks. From setting up your account for the first time to learning how to run reports.

Webinar 1: Accounting 101 & Getting started with QuickBooks Online

Date & Time: January 27, 2022, 10am – 12pm

Price – $40

Are you looking for an accounting system and don’t know how to get started? This webinar will take you through the basics of accounting, which QuickBooks version is best for your business, and setting up your company and chart of accounts in QuickBooks Online.

Webinar 2: QuickBooks Online: Setting up Items and Creating Forms

Date & Time: February 3, 2022, 1pm – 3pm

Price – $60

Topics will cover: Setting up items, using purchasing orders, customizing invoices, setting up items, and creating forms in QuickBooks Online.

Webinar 3: QuickBooks Online: Accounts Receivables  

Date & Time: February 10, 2022, 1pm – 3pm

Price – $60

Topics will cover: Setting up online bank feeds, creating estimates and invoices, sales receipts, receiving payments, and managing accounts payable reports.

Webinar 4: QuickBooks Online: Accounts Payable, Banking Reconciliations, and Reports

Date & Time: February 17, 2022, 10am – 12pm

Price – $60

Topics will cover: Undeposited funds, entering expenses and bills, paying bills, managing reports, Profit & Loss sheet, and Balance Sheet.

Instructor: Rebecca Lehman – Certified QuickBooks Pro & SBDC Advisor

Should I purchase QuickBooks Online? If you do not already have QuickBooks Online installed, there is a trial version you can follow along with. We recommend that you do not pay for a QuickBooks version until you are sure that is the right one for your business. Rebecca will go over the different versions in Session 1.

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