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This Workshop is for QuickBooks Online Users.

QuickBooks is one of the most powerful bookkeeping tools for small business owners.  Please join the University of Pittsburgh SBDC and Wilke & Associates, CPAs, for this workshop.  This course is intended for users who intend to use QuickBooks for small business accounting and would like to learn more about keeping good records using QuickBooks Online.

Topics covered include:

  • Entering Transactions
    • How to Add Vendors
    • How to Enter Bills
    • How to Pay Bills
    • How to Add Customers
    • How to Enter Invoices
    • How to Record Receiving Payments
  • Bank Reconciliations
    • Why are bank reconciliations important?
    • How to navigate QuickBooks Online and complete bank reconciliations
    • How to connect an online bank account (or credit card) to QuickBooks Online
    • How to navigate QuickBooks Online Banking once a bank (or credit card) account is linked to the software
    • How to fix common bank reconciliation problems (time permitting)
  • Running Reports
    • General Understanding of Financial Statements
    • Balance Sheet
    • Identifying Red Flags
    • Profit & Loss Statement (Income Statement)
    • Identifying Red Flags
    • Cash vs Accrual
    • How to Run Reports in QuickBooks Online
    • Budget to Actual

Questions about the program or registration? Please contact 412-648-1542 or e-mail sbdc@innovation.pitt.edu.

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