Join us for a comprehensive 3-day, 8-hour QuickBooks Online & Bookkeeping Mastery Program, designed to give you practical, real-world skills you can immediately apply to your business or clients.
This is not theory—this is hands-on training focused on helping you understand your numbers, improve accuracy, and gain full control of your financials.
This is a 3-day program. Registration includes access to ALL sessions.
Event Details
Dates: June 1, 2, and 3
Time: 6:00 PM – 8:30 PM (each day)
Location: Live via Zoom
Program Breakdown
Day 1: Sessions 1 & 2
Accounting Fundamentals
Setup & Navigation of QuickBooks Online
Day 2: Sessions 3 & 4
Chart of Accounts
Sales & Accounts Payable
Day 3: Sessions 5–8
Banking, Payroll & Reports
What You Will Learn
✔ Understand assets, liabilities, and equity with real-world examples
✔ Set up and navigate QuickBooks Online step-by-step
✔ Structure and optimize your Chart of Accounts
✔ Manage invoices, bills, and expenses properly
✔ Automate your bookkeeping workflows
✔ Reconcile accounts and avoid costly mistakes
✔ Handle payroll, taxes, and compliance
✔ Generate and understand financial reports
Detailed Course Content
Session 1 — Accounting Fundamentals
Deep explanation of assets, liabilities, and equity subtypes, real-world journal entries, the purpose of Undeposited Funds, and the critical difference between cash flow and profitability.
Session 2 — Setup & Navigation of QuickBooks Online
Step-by-step opening balances, full settings walkthrough, user permissions matrix, and detailed navigation of every section of the platform.
Session 3 — Chart of Accounts
Account numbering strategies, when to use sub-accounts, understanding “Detail Types,” and why the Items list drives your sales accuracy.
Sessions 4–5 — Sales & Accounts Payable
Field-by-field breakdown of invoices and bills, Undeposited Funds workflow explained, bad debt write-offs, 1099 compliance, and expense splitting.
Session 6 — Banking
Bank feed setup, automation rules, reconciliation troubleshooting, and real-world examples of why monthly reconciliation is critical.
Session 7 — Payroll
Payroll journal entries, Trust Fund Recovery Penalty insights, deposit schedules, year-end forms, and full sales tax workflow.
Session 8 — Reports & Financial Analysis
Key ratios (gross margin, current ratio, working capital), cash flow interpretation, and a complete year-end closing checklist.
Course Highlights
- Real bookkeeping scenarios and practical examples
- Step-by-step workflows you can implement immediately
- Deep explanation of critical concepts like Undeposited Funds
- Automation strategies inside QuickBooks
- Compliance insights and real-world “war stories”
- Year-end closing and reporting mastery
Who Should Attend
- Business Owners
- Entrepreneurs
- Bookkeepers
- Accountants
- Anyone looking to master QuickBooks Online
Pricing
Standard Registration: $299
Early Bird (before May 15): $250
For more information, please contact Ingrid at (305) 367-1247.
Reserve your spot today and take control of your business finances.
