Are you new to QuickBooks Online or thinking about getting it but not sure whether you understand how it works? Join us for an overview of how it works and learn best practices for bookkeeping in QBO. Here’s what we’ll be covering:

  • Overview – how QBO works

  • Bookkeeping basic rules to follow when using QBO

  • How to set up/change your chart of accounts

  • Which accounts do you need?

  • Create an invoice and accept a payment

  • Syncing with bank and credit cards

  • How to set up vendors and customers

  • Tips for moving around

  • How to pull basic reports

Supplies: Bring your own laptop; we will use a sample QBO file .

Discounts on QBO available in the class.

About the teacher:

Lynn Talbott, MBA, is the Founder and President of HR Business Solutions, LLC. She is an Advanced Certified QuickBooks ProAdvisor. Lynn was a Corporate Trainer and HR Manager for a Fortune 500 Company in Seattle, Washington, before moving to Chattanooga. You can read her HR Biz Success Story on the TN SBA website. HR Biz won the Chattanooga Chamber’s 2019 Small Business of the Year Award (1-20 employees).