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QuickBooks: Banking Transactions Allocation & The Chart of Accounts
August 31, 2023 @ 8:30 am - 9:30 am CDT
Free
About the event
QuickBooks is known for its automation function of banking transactions that helps in making transaction posting easy and quick. But what if QuickBooks allocated account is incorrect? What is the correct account is not in the charter of accounts? What if the vendor associated with the transaction is new? In this workshop we will answer these questions by examining:
- QuickBooks’ banking function location
- How to add, change, match a transaction
- How to add a new vendor, customer
- What is the chart of accounts?
- How to add, adjust an account in the chart of accounts
Presenter’s Bio: Ruth, the founder of NaRfula Financial Solutions LLC, operates her business (located in St Louis, MO) with one main goal; to provide accounting and financial solutions that add value to her clients’ businesses. She achieves this by partnering with her clients to solve their financial challenges and problems. Ruth is a seasoned CPA with over 24 years of hands-on accounting and financial experience in various industries who understands the importance that financial data plays in the daily business decisions business owners and management teams make. That is why NaRfula Financial Solutions’ services are packaged to fit each client’s unique needs, ensuring that the financial health of its clients’ businesses is robust and reliable. NaRfula Financials’ accounting services include fractional CFO services, budget creation, cash flow & financial modeling and planning, accounting consulting, business plan creation, daily accounting management services, and more. A product of SCORE’s mentoring program, Ruth welcomes opportunities to help other small business owners grow their companies through broadening their understanding of accounting basics.
Registration Information:
- Upon registering you will receive a confirmation email with the SCORE Zoom link to attend.
- You do not need a Zoom account to participate.
- Please connect 5 minutes in advance to be sure you have a good connection. The workshop begins promptly at 8:30 AM and concludes by 9:30 AM.
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