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Grow Now: Managing Your Financials With QuickBooks (San Antonio) – S2 of 4
July 24 @ 10:00 - 12:00 CDT
This comprehensive 4-week program is designed to emphasize the critical importance of effective financial management in achieving sustainable business success. Throughout the sessions, participants will gain invaluable insights into the intricate workings of financial management, equipping them with the knowledge and skills necessary to navigate and optimize their business’s financial landscape. Join us as we explore the multifaceted aspects of financial management and unlock a wealth of invaluable knowledge essential for business prosperity!
Module Two –
What Accounts Are Important in Your Business?
We will help you set up your company in QuickBooks Online. We will customize the Chart of Accounts to meet the company’s needs and align with GAAP. We will demonstrate how to create and track Accounts Receivables and Accounts Payables in QBO. Participants will walk away knowing how to set up bank feeds, create new accounts, invoices, expenses, write checks, and categorize accounts in bank feeds.
Presentation and Module will touch on the following elements:
- Setup Bank Feeds for Asset and Liability Accounts (i.e., banks, credit cards, loans)
- Setup Category, Product and Services
- Set Up Invoices (A/R) and Expenses (A/P)
- Module Two Homework Assignment
- Post-Module Survey
- Schedule 1:1 consultation with contract SME to complete homework
