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QuickBooks Online - 3 Part Workshop

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QuickBooks Online Workshop

How do you keep track of your business income and expenses?

QuickBooks Online by Intuit is a cloud based financial management software designed to slash the time you spend managing your business finances, by helping you with tasks such as:

  • Creating estimates and invoices;
  • Tracking sales and cash flow;
  • Managing your customers and suppliers:
  • Monitoring your tax and making preparing your tax return much easier;
  • Understanding your company's performance; and
  • Planning ahead and budgeting.

Join Crystal Mucci, owner of CRM Bookkeeping & Consulting and a SCORE Subject Matter Expert, and SCORE Mentor, Jim Dannhauser to learn how to correctly set up your QuickBooks Online and then how to navigate the program. Topics include how to: write checks; collect money; estimate; invoice; track time; pay bills; make bank deposits; run reports; set up budgets; set up loans; buy and depreciate equipment; send out collections letters; turn estimates into invoices; memorize transactions; and more. The final workshop will include a Q&A session, to address items that participants may need further work on.

This workshop is a good opportunity for businesses who have never used QuickBooks to get an introduction to how it works and for businesses who have used QuickBooks to ask questions and better understand the record keeping process. The class is available to all levels, even if you are using another method or program. Come see if Quickbooks Online is right for you.

This is a 3 session workshop, held via Zoom

Tuesday, January 11th 9:00 - 10:30 AM

Tuesday, January 18th 9:00 - 10:30 AM

Tuesday, January 25th 9:00 - 10:30 AM

This workshop is being offered as a joint program with the CDP and SCORE. Crystal Mucci, a SCORE Subject Matter Expert, will lead the workshop.

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