Thank you for the years of support!

I started volunteering to teach this workshop Jan 2018 and July 2023 will be my last session. I have greatly appreciated the time I’ve spent teaching and the friends I’ve made along the way. The workshop will continue but with other instructors.  🙂

If you want to revisit the workshop, a recored session from an earlier workshop is below along with time stamps. 

If you want to learn more about QuickBooks but you’re not in a position to hire me for one-on-one coaching, please sign up for my Tadpole package on my courses page. Use the coupon code “SCORE” to get this for freehttps://courses.gentlefrog.com/

QuickBooks Online Basics You Need To Know Workshop

What You Will Learn: In this SCORE workshop, you will learn how to use QuickBooks Online to record your daily business transactions. (No QuickBooks signup required!) Subjects covered include:

·      Customer sales and payments

·      Supplier purchases and payments

·      Banking and Chart of Accounts

·      Reporting from QuickBooks Online

·      Best practices and common mistakes

Please note that this workshop is only training on QuickBooks Online and not QuickBooks Desktop

My QuickBooks discount codes:

QBO for free for 30 days https://quickbooks.intuit.com/partners/irp/?cid=irp-33235

QBO for 30% off for 12 months https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33235

Prerecorded workshop below... Want to revisit a topic? Watch it again here:

Time Markers

0:00:00

Intro and what to expect

0:09:17

Bookkeeping at a glance

0:14:20

QuickBooks Online option and add-ons

0:20:35

Bookkeeping options

0:29:00

QuickBooks Online demo begins | Dashboard

0:39:07

Reports (balance sheet and profit and loss)

1:25:12

Chart of accounts (how to find, add, edit)

1:50:07

Customers/Sales/Income/Duplicated Income

2:09:00

Vendors/Expenses/Printing Checks

2:14:30

Downloaded banking

2:30:00

Reconciling

2:41:40

Terminology

2:24:25

Tips from your unFRogettable trainer

2:50:30

Additional resources

2:51:26

Getting started in QuickBooks Online

2:53:00

Routine bookkeeping checklist

2:54:18

Guide to hiring an accounting professional

Hi Five!

Thank you for supporting your local SCORE office and specifically for attending my workshop. If you have questions or want to discuss your QuickBooks with me in private, please book a free 15 minute appointment.

Reminder: This is one of the ways I volunteer/give back, please don’t hesitate to ask for help.

Review Your QuickBooks

Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

FREE Mini Course

Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

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