Chatham University

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Training Series: QuickBooks Online

March 14, 2023 to March 28, 2023
11:00 AM - 12:30 PM
Online - Zoom

QuickBooks Online is a cloud-based monthly subscription service that allows access to financial and accounting data online and seamlessly integrates with many other applications. This training series will consist of three training webinars to help business owners:

1- Establish and navigate QuickBooks Online.
2- Enter transactions and reconcile bank statements.
3- Run reports.

However large your business is, having accurate and current financial data is vital for evaluating performance, accessing financial reports, and sharing information with partners, investors, and lenders.

To participate in this training series, you must have created a QuickBooks Online account. The training series is limited to 15 participants. Any size business is welcome.

Meeting #1 - March 14: The step-by-step process for QuickBooks Online will start with adding business information, setting up the beginning balance sheet, adding customer and vendor information, and inputting business checking account data.
Meeting #2 – March 21: Learn how to balance your checking account in QuickBooks Online, create client invoices, pay vendors, group sales into categories, and generate project-specific reports.
Meeting #3 - March 28: Master QuickBooks Online Reporting functions. The session will cover generating reports for accounts receivable, sales, accounts payable, profit and loss, comparison, and much more. With the skills gained through participation in this training series, submitting year-end data to a CPA for a tax return will be painless. The instructor will provide a list of items to prepare for each session and individualized support setting up your system.

Melanie Ansell, President/Owner | My Business Builders LLC

To register for the Training Series, CLICK HERE!

Registration and Directions

Fee : $25 General Admission.
Free to CWE Members, Chatham Students, Veterans and Active-Duty Service Members
Location : Online - Zoom

Event Contact Information

Mitra Saeidi