Description

The target audience are small business owners and/or administrative staff that would like to gain greater insight into the bookkeeping process and the QuickBooks Online (QBO) software. Objectives Attendees will understand: 1. The importance of keeping accurate financial records; 2. How to read a Profit and Loss Statement, Balance Sheet, and Cash Flow Statement; 3. Which version of QuickBooks Online will best meet their needs; 4. How to customize the set-up and Chart of Accounts to track the most helpful financial information; 5. The basic QBO workflow for their day-to-day business operations; and 6. Reconciliations, customizing reports, and automated recurring transactions. 

Attendees will leave with a solid understanding of the proper set-up for their business; how to enter and process ongoing financial transactions; and how to generate and customize reports. 

Expectations Attendees are encouraged to bring a laptop or tablet for hands-on learning (remember your charger!). 

A box lunch and printed materials will be provided for each attendee. Please call our office at (812) 425-7232 if you have dietary restrictions to consider when we order lunch. We may also be able to loan you a device if needed - call our office to confirm.

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