Description
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 and one in-person lab session at end of 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 & 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
Week 7 – IN PERSON
Lab session w/ review of series
Meet with Columbia Bank representatives (optional)
This 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.
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