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QuickBooks Training: Navigating the Online Platform

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Feeling overwhelmed by QuickBooks Online? You're not alone — but we're here to help.

Join us for a practical, step-by-step session designed to boost your confidence and efficiency with one of the most powerful accounting tools for small businesses.

This training is perfect for business owners, bookkeepers, and entrepreneurs ready to take control of their finances and get the most out of QuickBooks Online.

In this session, you'll learn how to:

Link bank accounts and manage bank feeds

Set up automated rules for transactions

Upload and categorize receipts

Add, match, and reconcile transactions

Enter expenses, deposits, transfers, and credit card payments

and more!

Get ready to simplify your bookkeeping and make smarter financial decisions with QuickBooks Online!

This session is presented by Jennie Steinmetz, CPA, Stefanie Adam & Cayla Sadler, CPA, all of whom work for Casey Peterson, LTD.

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Registration fee: $25
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