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Mastering QuickBooks Online: The Ultimate Guide for Small Business Owners
- Setting Up QuickBooks Online: Initial setup, connecting bank accounts, and customizing settings for your business.
- Navigating the Dashboard: Overview of the main features and functions.
- Invoicing & Payments: Creating, tracking, and managing invoices and payments.
- Managing Expenses: Recording expenses, attaching receipts, and categorizing for tax deductions.
- Bank Reconciliation: The importance of monthly reconciliation and how to do it.
- Generating Reports: Key financial reports like Profit & Loss, Balance Sheet, and Cash Flow.
- Payroll: Setting up payroll, automating payments, and handling tax deductions.
- Integrations: Connecting QuickBooks to other tools like e-commerce, CRM, and time-tracking apps.
- Common Mistakes to Avoid: How to prevent errors in bookkeeping and optimize your QuickBooks experience.
- Time-Saving Tips: Automation and shortcuts to increase efficiency.
Overview of the webinar
This webinar is designed for small business owners and solopreneurs who are either new to QuickBooks Online or want to better understand the fundamentals of using the platform efficiently. No advanced accounting knowledge is necessary.
This webinar will guide participants through mastering the basics of QuickBooks Online, focusing on the tools that simplify bookkeeping and accounting tasks for small businesses. From setup and invoicing to reporting and bank reconciliation, this session will cover everything small business owners need to know to keep their finances organized, save time, and avoid costly errors. The ultimate goal is to empower business owners to use QuickBooks Online effectively, giving them more clarity and control over their finances.
Who should attend?
- Small Business Owners
- Freelancers
- Consultants
- Coaches
- Bookkeepers (New to QBO)
- Office Managers Handling Business Finances
- Startup Founders
- Solopreneurs
Why should you attend?
"Are you struggling to keep your books in order? Unsure if your QuickBooks Online setup is really working for your business? With tax season looming and financial uncertainties on the rise, can you afford to leave your finances to chance?"
- This webinar will help eliminate the fear of making costly accounting mistakes, the uncertainty of incomplete bookkeeping, and the doubt of whether your QuickBooks Online system is truly serving your business needs.
Faculty - Ms.Stacy Luft
Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.
Professional achievements:
- Founder of CEO Business Balance, a resource for mastering financial management and sustainable business growth
- Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
- Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
- Hands-on and practical approach with easy-to-understand concepts