Summary
Registration Fee: $175
Date: February 4 – 6, 2025
Time: 12:00pm – 2:00pm
Location: On-line via Microsoft Teams
Description
This three-day LIVE webinar series will explore the intricacies of QuickBooks, a powerful accounting software. Expert guidance led by a QuickBooks Pro Certified Advisor will provide a thorough understanding of how QuickBooks Online functions and operates, allowing you to navigate its interface effortlessly. From navigating menus to utilizing features, you’ll learn the ins and outs of the platform, empowering you to streamline your financial management processes effectively.
Day 1: Introduction and Setup
• Understand the different QuickBooks Online (QBO) subscription levels
• Converting from QuickBooks Desktop to Online Set up a new QBO account
• Get familiar with the sample QBO file
• Introduction to the Chart of Accounts (COA)
Day 2: Transactions and Bank Feed Introduction
• Learn how to enter expenses, bills, and payments
• Understand how to create invoices and receive payments
• Introduction to the Bank Feed and how to make deposits
Day 3: Advanced Features, Reports, and Reconciliation
• Deep dive into the Bank Feed and other automation tools
• Learn how to pull, customize, and review reports for accuracy
• Understand the reconciliation process for bank and credit card accounts
Instructor: Rita McDaniel – Operations Manager at the David Plemons CPA firm in San Antonio and Victoria, TX; and is a Certified QuickBooks Online and Certified QuickBooks Online Payroll Pro Advisor.
Registration Fee
Registration fee is $175 – includes QuickBooks Online workbooks; 1-hour 1 on 1 session during series; and 1) 1-hour consultation any time after the series
Pre-registration is required. Class is limited to 20 participants.
