In this workshop you will become familiar with the online version of QB, and how to use it to manage your business’ financial transactions. It’s okay if you haven’t purchased your QB software, we will use a free trial version. This is an in-person, hands-on class where you will learn by doing. Topics covered during the 2 hours: which subscription is appropriate; navigating the platform; company set up; working with the chart of accounts, understanding bank feeds; posting transactions, undo, and creating rules; creating customers, vendors, invoices, and bills; reconciling accounts; running reports including profit & loss and balance sheet.
Kitty Barbee is the owner and founder of Barbee Business Services. She grew up in DownEast Maine, graduated from UMO, and lives in Otis with her husband Charlie.