QuickBooks Online: Best Practices, Time Savers & Recent Updates

QuickBooks Online: Best Practices, Time Savers & Recent Updates

QuickBooks Online is constantly evolving. New features, interface changes, and automation tools are released throughout the year, making it difficult for business owners to stay current and ensure they are using the software effectively.

This practical, interactive webinar is designed for small business owners who already use QuickBooks Online and want to improve efficiency, avoid common mistakes, and gain a better understanding of the tools available to them. Participants will leave with actionable strategies they can implement immediately to save time, improve reporting, and increase confidence in their bookkeeping systems.

By the end of this session, participants will be able to:

• Review and update key company settings
• Add and manage users appropriately
• Locate important company information such as their QuickBooks Company ID
• Utilize keyboard shortcuts and built-in productivity tools
• Customize navigation and dashboards for a more efficient workflow
• Create and save customized reports that provide meaningful business insights
• Implement bookkeeping best practices that improve data accuracy
• Use automation tools such as bank rules, recurring transactions, and receipt capture effectively
• Understand recent QuickBooks Online updates and how they may impact their workflow

**Upon completing registration, you will receive a confirmation email in which the link to join the Zoom sessions will be located. Please be sure to scroll down to find the link**

Instructor: Holly Morton, owner of Accrual Mistress Bookkeeping & Consulting

As the founder and owner of Accrual Mistress Bookkeeping and Consulting, Holly is dedicated to helping businesses achieve financial success through meticulous record keeping. She entered the accounting field in December 2016, and since then, has become a trusted expert in bookkeeping and business consulting. With a strong background in Accounting and extensive experience in using QuickBooks, Holly brings a wealth of knowledge and expertise. She prides herself on delivering accurate and insightful financial solutions that empower businesses to make informed decisions and reach their goals. When she’s not working, Holly can often be found reading, knitting, or adventuring with her husband and puppy.

“Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.”

Reasonable accommodations for persons with disabilities and/or limited English proficiency will be made if requested at least two weeks in advance. To request accommodation or language assistance, please contact the Women’s Business Center to discuss your needs