Shasta Cascade SBDCRedding California

QuickBooks Online Beginners Series

QuickBooks Online Beginners Series

Thursday, November 14, 2019 5:30pm to Saturday, November 16, 2019 3:00pm

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. 

Session 1 - Thursday 26th, 5:30pm-7:30pm - Accounting 101 & Getting started with QuickBooks Online

Topics will cover the basics of accounting, which QuickBooks version is best for your business, and setting up your company and chart of accounts in QuickBooks Online.


Session 2 - Friday 27th, 5:30pm-7:30pm - Setting up items and Creating Forms in QuickBooks Online

Topics will cover: Setting up items , using purchasing orders, customizing invoices, creating other forms, and syncing bank accounts.


Session 3 - Saturday 28th, 10:00am-12:00pm - Accounts Receivables      

Topics will cover: Setting up online bank feeds, creating estimates and invoices, sales receipts, receiving payments, and managing accounts payable reports. 


Lunch break (On your own) 12:00-1:00pm


Session 4 - Saturday 28th, 1:00pm-3:00pm - Accounts Payable, Banking Reconciliations, and Reports

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 bring my Computer? Although it’s not required, you are more than welcome to bring your laptop computer. If you do not already have QuickBooks Online installed on it, there is a trial version you can follow along with.
(530) 222-8323
Frozen Gourmet Building
5800 Airport Rd.
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Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.