CEI

As a business owner, having your financials in order is the most important step to running your business effectively and profitability. Now is a great time to get your accounting system and processes set up the right way! Join the Urban League of Louisiana’s Center for Entrepreneurship & Innovation 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. This 3-part series is sponsored by Wells Fargo – Open for Business. QuickBooks Online – Session 1: Foundations – Get Started and Setup the Right Way Tuesday, October 18, 2022 | 5:30pm-7:30pm During this session, learn how to get started with QuickBooks Online and receive guidance on the entire setup process. Participants will learn how to how to add your business information, which accounting method to use, how to setup and pull data in from your bank, and so much more! This is a foundational course that will help you establish a solid baseline for your accounting system. Course Facilitator: Lori Jackson, MSC Financial Services There is no cost to attend this informational webinar; however, you must be registered on GoToWebinar to participate. […]

As a business owner, having your financials in order is the most important step to running your business effectively and profitability. Now is a great time to get your accounting system and processes set up the right way! Join the Urban League of Louisiana’s Center for Entrepreneurship & Innovation 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. This 3-part series is sponsored by Wells Fargo – Open for Business. QuickBooks Online – Session 2: Everyday Transactions and Financial Reports Wednesday, October 19, 2022 | 5:30pm-7:30pm During this session, participants will learn how to process transactions QuickBooks Online. As a business owner, this is imperative in understanding your sales and expenses, and managing your cash flow. Participants will learn how to customize invoices, create sales receipts, receive and pay money. For those that sell products, this session will also cover how to use QuickBooks Online to track inventory and sales taxes. Course Facilitator: Lori Jackson, MSC Financial Services There is no cost to attend this informational webinar; however, you must be registered on GoToWebinar to participate. Please secure your spot today […]

As a business owner, having your financials in order is the most important step to running your business effectively and profitability. Now is a great time to get your accounting system and processes set up the right way! Join the Urban League of Louisiana’s Center for Entrepreneurship & Innovation 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. This 3-part series is sponsored by Wells Fargo – Open for Business. QuickBooks Online – Session 3: Ongoing Accounting Concepts and Maintenance Tasks You Must Know Thursday, October 20, 2022 | 5:30pm-7:30pm 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 […]