Whether you’re launching a brand-new business or finally making the move to QuickBooks Online (QBO), setting up a solid financial foundation early is the key to long-term success. Join us for a practical and virtual, fast-paced 60-minute workshop designed to take the guesswork out of bookkeeping and give you total confidence in your numbers.
In this interactive session, we’ll walk you step-by-step through setting up your financial foundation the right way, saving you hours of frustration and costly mistakes down the road.
Building a Solid Foundation: Essential habits and best practices to keep your books accurate and tax-ready from the start.
Setting Up QBO Correctly: Step-by-step guidance on organizing your Chart of Accounts tailored to your specific business model.
Everyday QBO Tools & Shortcuts: How to automate your workflow using bank feeds, bank rules, and digital receipt management.
Understanding Your Numbers: How to run and read key financial reports so you always know where your business stands.
Duration: Virtual 60 Minutes
Presentation & Live Demo: 45–50 Minutes
Live Q&A: 10–15 Minutes at the end to get your specific questions answered!
Who Should Attend: New business owners, early-stage entrepreneurs, or small business owners transitioning to QuickBooks Online for the first time.
Wednesday Nov 4, 2026
6:00 PM - 7:00 PM EST
Wed, Nov 4 • 6:00 PM - 7:00 PMEST
Virtual
Free
The Women's Business Center
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Printed courtesy of amherst.org/ – Contact the Amherst Chamber of Commerce for more information.
400 Essjay Road, Suite 150, Williamsville, NY 14221 – (716) 632-6905 – info@amherst.org