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Getting Started with Quickbooks
July 27, 2021 @ 12:00 pm - 1:30 pm
See demonstrations of the most common transactions in QuickBooks and learn the terminology used in the platform.
About this event
If your small business recently started using QuickBooks or are already using the platform but would like to better understand features and benefits, this webinar is for you!
QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions. We’ll breakdown the basics of QuickBooks into five steps to get your business up and running:
- Pick a start date for QuickBooks data
- Set up the chart of accounts
- Five types of accounts
- Creating a new account (live QuickBooks demo)
- Connect bank accounts (live QuickBooks demo)
- How to connect
- Historical cleanup
- Ongoing usage
- Issue estimates & invoices
- Types of sales transactions
- How to customize invoices (live QuickBooks demo)
- Be detailed and consistent
SBC’s experienced advisors work on behalf of public agencies, grants, lenders, and funds to ensure the success of small businesses through advising, coaching, and leveraging public support organizations.
We add immediate bandwidth to small business support efforts with a ready-to-work team of experienced business advisors who understand the importance of dependability, workflow, data collection, and reporting in large projects. Learn More.
The Economic & Community Development Institute’s Women’s Business Centers of Ohio guide individuals at any stage of the business process. Through one-on-one counseling sessions with WBC staff and volunteers, you can get the direction and resources to meet your goals. Business advisers want to help you successfully start a business, or grow and expand your existing business — increasing revenue and creating jobs for the local economy.
The WBCs present training workshops regularly to provide access to small business knowledge at no charge. They are the only SBA-funded Women’s Business Centers in the state.