Setting Up Your Books 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 ONE: Ready to make the switch to QuickBooks Online? This workshop will walk you through the foundational setup, including entering your company details, creating a custom chart of accounts, and organizing your products and services. By the end of this session, you’ll have a solid, tailored accounting structure that aligns with your business needs, setting the stage for efficient bookkeeping and financial tracking.

Register for parts two 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.