0803 - QuickBooks Made Simple: Financial Tools for Entrepreneurs
5123184
UGA SBDC Training
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Course Description
This workshop is a practical, introductory course tailored for new and small business owners who want to simplify day-to-day financial management and gain a clear understanding of their overall financial position. As the leading accounting platform for small businesses, QuickBooks Online provides efficient tools to manage income, expenses, payroll, and key financial workflows. This program delivers a comprehensive introduction to QuickBooks Online, focusing on essential features that support accurate bookkeeping and informed decision-making. Participants will learn how to navigate the dashboard, manage banking activity, track expenses, process sales and invoices, and generate core financial reports. The course is designed for those new to accounting software or business owners seeking to strengthen their existing bookkeeping practices.
Learner Outcomes
- Understand the QuickBooks Dashboard: Confidently navigate the dashboard and utilize key components of QuickBooks Online.
- Manage Banking Transactions: Track checking, savings, and credit card transactions using streamlined bank feeds and reconciliations.
- Handle Expenses and Vendors: Record expenses and manage vendor information for accurate financial records.
- Process Sales and Invoices: Create and manage customer accounts, products, services, and invoices to support cash-flow management.
- Generate Financial Reports: Produce essential reports that offer meaningful insights into business performance and financial health.
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