QuickBooks Training Series

QuickBooks Training Series 

Learn Bookkeeping Fundamentals & Explore QuickBooks

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 California Capital Women’s Business Center (WBC) is offering a QuickBooks Training Series with Holly Morton, founder of Accrual Mistress Bookkeeping & Consulting. Learn how to keep meticulous financial records and gain a solid understanding of customizing QuickBooks for your business needs during these hands-on sessions.

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: Wednesdays, October 8th-November 19th | 9am-11:30am

WHERE: ZOOM + one review lab that will be in person at the end of the series

 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 & checking 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

Week 7 (in-person)

Lab session w/ review of series

Meet with Columbia Bank representatives

The series is sponsored by Columbia Bank

Instructor: Holly Morton

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.