This class is for business owners and entrepreneurs who are new to QuickBooks Online (QBO). In this class, you will learn how to navigate the basic features of the product and how to perform basic sales and expense tasks, as well as gain an awareness of reporting.
This class is for business owners and entrepreneurs who are new to QuickBooks Online (QBO). In this class, you will learn how to navigate the basic features of the product and how to perform basic sales and expense tasks, as well as gain an awareness of reporting. Learning Objectives: Learn how to set up QuickBooks Online Chart of Accounts Creating your items Learn how to navigate QuickBooks Online to manage sales and expenses Sales transactions (customers, invoices, and products and services) Manage expenses (vendors, bills, and expenses) Learn how to generate and analyze reports Profit and Loss Balance Sheet
Speaker:Monica Roca-Quesada is an accounting professional, with over 20 years of experience in business from account management and financial operations to technology planning and implementation. Her breadth of knowledge in various facets of business gives her a unique lens to the various challenges and opportunities of a modern growing business in today's digital era. She has excelled in business transformation, digital transformation, technology implementation, and other special projects for companies such as Carnival Cruise Lines, 50 Eggs Restaurant Group and other Fortune 500 clients as well as many small businesses. Her technical expertise has led to increased operational efficiencies and greater return on investments. Within her role as a Business Technologist for Agile Planners, she develops workflows and processes to streamline and automate tasks in today’s digital world. By working with business owner’s on a 1 on 1 basis, she will help businesses simplify their operations by matching them with the right finance and technology tools, allowing them to run their businesses, and not have it run them. Monica is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks Online, QuickBooks Enterprise Solutions, QuickBooks Point of Sale, inventory management, as well as data migration to and from multiple accounting platforms and ERPs. You may reach Monica at ‘firstname.lastname@example.org’.