Take control of your business finances in this practical, beginner-friendly workshop. Learn how to navigate QuickBooks, track your income, and prepare for tax season with confidence.
What You Will Learn
- Setup Success: Navigate the dashboard and customize your Chart of Accounts.
- Cash Flow Tracking: Connect bank accounts and categorize income and expenses.
- Invoicing & Payments: Create professional invoices and track customer payments.
- Receipt Management: Upload and snap photos of receipts to maximize deductions.
- Financial Reports: Run Profit & Loss statements to see your actual growth.
Who Should Attend
- New entrepreneurs launching a business.
- Freelancers and solo practitioners managing their own books.
- Small business owners transitioning from spreadsheets to software.
What to Bring
- Your laptop and charger.
- An active QuickBooks Online subscription (or trial account).
- A digital file of 5–10 recent business receipts for practice.
