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QuickBooks Online

January 17, 2023 @ 6:00 pm - 7:30 pm

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


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