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 virtual, three session training series, you must have created a QuickBooks Online account and have access to Zoom on a laptop or computer. The training series is limited to 20 participants. Any size business is welcome.  This online training is not recorded.

*** For NEW Accounts Only – CWE has a discount for QuickBooks Online. Contact Rachel at r.webber@chatham.edu for the discount link.

Meeting #1 - March 17: 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 24: 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 31: 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. 

Presenter: Melanie Ansell, President/Owner, My Business Builders

Fee: $40 General Admission

$10 for CWE Paid Members. Email womens-entrepreneurship@chatham.edu for the coupon code.