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[On Demand] QuickBooks Online - Session 3

On Demand
Until Sep 30
Topic: Business Accounting and Budget

These sessions are recordings from a previous live zoom training so you can watch them on-demand anytime!

Special offer: This class is offered at no cost for the 4th quarter of 2022!

One of the biggest challenges in starting and running a small business is dealing with the finances. Most small business owners are not accountants, but still need to understand how much money they are bringing in and how that money is spent. This seminar will introduce you to QuickBooks Online, the most popular small business accounting software on the market, and show how it can help you manage your business and save time.

  • Session 1 - This class will provide the instruction on how to set up and navigate QBO functionality. From workshop guide: Class Structure, Introductions, QB Online Intro, Subscribe & Create File, Set Up Wizard, Task Icons, Top Navigation Bar, Gear Icon, + Quick Create (+New), Left Pane Navigation, Search Function, Support, Expanded Functionality, and Q & A.

  • Session 2 - This class will delve deeper into QBO functionality and we will begin to understand basic bookkeeping principles and how to perform tasks. From workshop guide: Class Structure, Q & A (from last class), Sales Center Overview, Expenses Center Overview, Chart of Accounts, Products and Services, Sales Tax Overview, Payroll Overview, Q & A.

  • Session 3 - This class will expand on how to perform tasks in QBO as well as gain a detailed understanding of working with vendors and customers. From workshop guide: Class Structure, Q & A (from last class), Vendor Center, Customer Center, Transaction Attachments, Q & A.

  • Session 4 - This class will teach participants how to connect their bank account to QBO, import transactions (including manual import if automatic feed doesn't work), begin entering transactions, reconcile, and run reports. From workshop guide: Class Structure, Q & A (from last class), Banking Center, Reports.

A sample file will be given out to the class so you can use this to follow along.


Speaker(s): Amber Davis is a QuickBooks Pro Advisor with a bookkeeping practice, To The Penny, that focuses on small businesses. She has been providing bookkeeping and payroll services to Durango businesses for over 15 years.

Fee: No Cost

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