QuickBooks Online, Session 3: Ongoing Accounting Tasks & Maintenance

As a business owner, having your financials in order is the most important step to running your business effectively and profitability. The start of the New Year brings a new opportunity to get your accounting system and processes set up the right way. Join the Urban League of Louisiana’s Center for Entrepreneurship & Innovation for this special series to learn the foundations for setting up QuickBooks online, managing everyday transactions and financial reports, and the key concepts and tasks that you must know for ongoing maintenance. At the close of the series, participants attending all 3 sessions will receive 6 hours of customized, one-on-one QuickBooks Online training and maintenance support from a Financial Advisor.

During this session, participants will be guided through a deeper understanding of the reporting process in QuickBooks Online and how to set up your Chart of Accounts for optimal clarity into your business financials. Participants will learn how to run the three primary financial reports (income statement, balance sheet, statement of cash flows), how to read these reports, how to reconcile accounts, and how to create custom fields to track income/expenses. Attendees will also learn how to run other reports that are specific to your business that will help with optimizing operations.

This special session will be facilitated by Lori Jackson, Owner of MSC Financial Services. Lori is a Financial Educator and Coach who helps empower individuals through financial literacy to reach their fullest potential.

There is no cost to attend this informational webinar; however, you must be registered on GoToWebinar to participate. Please secure your spot today by visiting https://attendee.gotowebinar.com/register/569700268405512207. After registering, you will receive a confirmation email containing information about joining the webinar.