QuickBooks Online September 29, 2022, 6:00pm EDT September 29, 2022, 7:30pm EDT

This workshop is suitable for entry-level and beginner users of QuickBooks Online version only. It is not designed for intermediate users. The objective is to learn the basics and include the following topics:

  • Introduction to QuickBooks Online 
  • Which online version is right for you?
  • Creating a new Company File
  • Understanding the Dashboard, Gear & Plus Icons
  • Chart of Accounts – “Customize it for your business”
  • Creating an invoice and receiving payments
  • Entering and paying bills.
  • Linking your bank account to download transactions
  • Categorizing expenses to the correct expense account
  • Overview of Inventory
  • Understanding the Basic Reports: Profit & Loss, Balance sheet, Accounts Receivable, Accounts Payable
  • Overview of QuickBooks Mobile app
  • Sharing file with accountant and other users

Fee: FREE

Copy of the recording and materials will be sent to all attendees.

About the Presenter(s)

Wayne Linton

Wayne Linton is the President of Mega 1 Tax & Accounting with over 35 years experience serving small to medium size businesses in several industries. His strategy as a QuickBooks Advisor is to help Business Owners understand the fundamentals of QuickBooks, and how to interpret basic management reports, which is critical for their business' performance and growth. 

QuickBooks Online