QuickBooks Online Series: Webinar 2 – Setting up Items and Creating Forms
Having an organized accounting system is an important step in making sure your business runs smoothly and stays 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 of 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.
The information provided in this webinar and any supplementary materials provided to registrants are intended for educational and informational purposes only and does not constitute professional financial or legal advice. No registrant should act or fail to act on the basis of any material contained in this webinar without obtaining proper financial, legal or other professional advice specific to their situation. The Northern CaliforniaSmall Business Development Center, and its host, the HSU Sponsored Programs Foundation, specifically disclaims any liability, loss or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the information presented in this webinar. By registering for this webinar you acknowledge and agree that you have read, understood, accept and agree to the above disclaimer and that under no circumstances shall the Northern California Small Business Development Center or it’s host, the HSU Sponsored Programs Foundation, be held liable for any claims, losses, or damages of any kind or nature arising out of or in any way related to the information provided in this webinar and/or the registrant’s use of or reliance on said information.