Basic Bookkeeping in QuickBooks Online

Take control of your small business finances with our practical, hands-on QuickBooks Online workshop series. Designed for micro and small business owners, this three-part series will guide you step-by-step from setting up your books to mastering essential bookkeeping tasks and intermediate features like cash flow tracking and budgeting. Whether you’re transitioning from paper or spreadsheets, this series will give you the tools and confidence to efficiently manage your business’s finances.

Note: This series will be offered in person and will be interactive and hands-on. Bring your laptop (or ask to borrow a Chromebook from Hannah Grimes) and signup for a QuickBooks Online account (at either the Simple Start or Pro level) before you come!

PART TWO: Learn the day-to-day bookkeeping essentials to keep your small business running smoothly. In this session, you’ll discover how to link your bank and credit card accounts, record income and expenses, send invoices, and perform bank reconciliations. This hands-on workshop will empower you to track your business finances with ease, saving time and eliminating the stress of messy records.

Register for parts one and three separately.

MEET THE INSTRUCTOR: Alison Chisolm is an entrepreneur and business coach who has used QuickBooks Online for multiple businesses as well as nonprofits. She knows all the tips and tricks for setting up your books so that they are easy to use and maintain.