If you’re a small business owner, you know how important it is to keep track of your finances. Quickbooks is a powerful accounting software that can help you do just that. This 3-hour online workshop is designed for beginners who are new to Quickbooks and want to learn how to use it to manage their finances more efficiently.

During this workshop, you will learn the basics of setting up Quickbooks, entering transactions, and generating reports. You will also learn how to customize the software to suit your business needs and how to troubleshoot common issues. By the end of the workshop, you’ll have a solid understanding of how to use Quickbooks to manage your small business finances.

Topics covered:
Overview of Quickbooks
Setting up Quickbooks for your business
Entering transactions
Generating reports
Customizing Quickbooks – can this be covered?
Troubleshooting common issues

Who should attend:
Small business owners who are new to Quickbooks or want to learn how to use it more effectively to manage their finances.

Requirements:
Participants should use a laptop with Quickbooks installed/Quickbooks online (trial versions are available) and be familiar with basic computer skills.

impact. Something I felt I never did while working in the corporate world”.

Facilitator:

Danetha Doe

Danetha Doe is a writer, public speaker, Webby Award-winning TV host, and the founder of Money & Mimosas®. In 2022, she was named one of the top 100 most influential financial experts alongside Mark Cuban and Barbara Corcoran. Danetha was the original financial expert and TV host for Ashton Kutcher’s series on millennials and money which garnered over 20 million views during her season. She is a regular guest financial expert for Google and the U.S. Small Business Administration. Her sought-after financial tips have been highlighted in Fortune, TIME, the Wall Street Journal, Fast Company, and CNBC. Danetha has been recognized as a millennial thought leader by the Hong Kong Institute of CPAs, a millennial entrepreneur to watch by the office of Congresswoman Barbara Lee, and one of the best money experts for millennials by Yahoo! Finance. Danetha has a B.A. in Economics

There is a new way to register! You can now register using your client profile. By setting up a client profile, you will not have to fill out the same personal information for each workshop you register for, making it faster and easier in the long run! 

a)  If you already have a Client Portal Profile, click the Register button below.

• In the Client Portal, go to the Calendar tab (top left) and select Intro to QuickBooks (WBC 06/01/23) click enroll, answer the questions, and submit! You will receive a confirmation email with the Zoom link.

b) If you don’t have a Client Portal profile, create one at this link. Make sure to use the same email address you have used in the past with Renaissance. You may change it later, but this allows our system to recognize you. 

If you already have an intake form on file, you’ll see the Calendar tab in the top left.

If you do not, you will need to fill one out before you can see the Calendar tab. It may also ask you to update your information.  The user interface isn’t perfect, so make sure to scroll up and keep clicking “Continue” or “Sign” in order to complete the forms. If you have any problems during this, please contact Isla Covarrubias at wbc@rencenter.org.

Once the Calendar tab is visible, you can register by going to your profile’s calendar tab and selecting Intro to QuickBooks (WBC 06/01/23), hit enroll, answer the questions and submit! You will receive a confirmation email with the Zoom link.

You can also watch this video that will show you step by step how to create the Client Portal

Client Portal Profile – DEMO

If you have any questions about the class or you have problems with creating a client profile, please do not hesitate to email wbc@rencenter.org!

Renaissance WBC is funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested, at least 2 weeks in advance. Contact: Isla, Isla@rencenter.org, (415) 348-6227