QuickBooks Training Series

Event Details

QuickBooks Training Series

The California Capital Women’s Business Center (WBC) is offering a QuickBooks Training Series with Holly Morton, founder of Accrual Mistress Bookkeeping & Consulting. In a small classroom setting, you will learn how to keep meticulous financial records and gain a solid understanding of customizing QuickBooks for your business needs.

As an entrepreneur, you are a visionary, a marketing guru, and a strategic planner. But can your bookkeeping skills keep up with your business dreams? If you need to hone in on the basics of your business finances, look no further. 

The sustainability of your business depends on its financial health. Sign up today to learn essential bookkeeping skills in a small classroom setting and set yourself on the path to success.

WHEN: Thursdays, August 29-October 3rd | 10am-12pm

WHERE: 1792 Tribute Road, Suite 270, Sacramento, CA

Week 1

● Choosing the subscription/apps that best suit your business
● Settings and best practices
● Keyboard shortcuts
● Users & Permissions

Week 2
● Chart of Accounts – adding and editing accounts
● Setting up Clients
● Setting up Items & Maintaining Inventory
● Setting up Vendors

Week 3
● Accounts receivable
● Creating invoices and sales receipts
● Receiving payments
● Making deposits

Week 4
● Accounts Payable
● Entering bills
● Tracking information for 1099s
● Processing online & check payments

Week 5
● Bank Feeds
● Rules & Automations
● Matching existing transactions
● Ensuring that transfers between accounts and payments to credit cards aren’t duplicated
● Splitting transaction & marking items as billable
● Reconciliations

Week 6
● Reports
● Custom & Management Reports
● Reconciliation Reports
● Balance Sheet
● Profit & Loss
● Tax implications

Register Here!

“The Women’s Business Center is funded in part by the U.S. Small Business Administration”