Dates
Learn the basics of bookkeeping with confidence
Keeping your business finances organized doesn't have to be overwhelming. Whether you're launching a new business, managing your own books, or looking to better understand your financial records, this introductory workshop will help you build a solid foundation in QuickBooks.
Designed for beginners, this hands-on session will guide participants through the essential features of QuickBooks and the core bookkeeping practices every business owner should know. You'll learn how to set up your system correctly, track income and expenses, manage invoices and payments, reconcile bank accounts, and generate basic financial reports to help you make informed business decisions.
What You'll Learn
- Setting up QuickBooks for your business
- Recording and managing income and expenses
- Creating and tracking invoices and payments
- Performing bank reconciliations
- Understanding and generating basic financial reports
Who Should Attend
- Small business owners
- Freelancers and self-employed professionals
- Entrepreneurs and start-ups
- Anyone new to bookkeeping or QuickBooks
No prior bookkeeping or accounting experience is required. Bring your questions and leave with practical knowledge you can start applying right away.
Presented by Ana Costa, a professional bookkeeper with more than 20 years of experience in business administration and accounting practices. Throughout her career, she has supported businesses across a wide range of industries, helping owners streamline their financial processes and gain confidence in managing their finances. Ana specializes in making bookkeeping approachable and easy to understand, combining practical experience with a hands-on teaching style that helps beginners quickly learn essential accounting concepts and QuickBooks fundamentals.
