QuickBooks Basics: Account Set Up Tips & Tricks - Zions Bank Business Resource Center

A Microsoft Teams invite will be included in the email reminder sent at noon on the day prior to our
time together.

This training will help you with the set-up of your QuickBooks account and some tips and tricks to get you
started on the right foot or make sure you are on the right track to tracking and categorizing your income and expenses.  Starting with reviewing account set-up and connecting your bank accounts. We will then look at the basic structure of a chart of accounts and the importance of the correct set-up and its purpose. We will also explore bank reconciliation, the importance of doing this regularly and correctly.  All the basic tools necessary to stay on top of accurately classifying your business transactions. Laying the foundation needed to create correct and reliable financial data as you grow your business. 

Guest Speaker – Amy Henry

Amy Henry is a fiercely committed to guiding ambitious business owners to take control of their books to achieve a true understanding of their operations and make the best business decisions possible so they can build the business of their dreams.  As a wife, a mother, and a business owner she understands how much is required of business owners and entrepreneurs to follow their dreams and build their success. her path to become a bookkeeper and trusted ally of business owners became clear after many years of nonprofit work. She has helped her team build many profitable products and services that served thousands of individuals. Creating meaningful jobs for many individuals and opportunities for the community. With her proven success rate of growing revenue and cutting expenses she is passionate about sharing these experiences and skills with business owners like you, who are ready to reach your full potential. What lights Amy up about this work in knowing that she can support business owners in building their success and following their dreams. 

Webinar Details
Cost: Complimentary, but register to receive the meeting invite
Place: Virtual session using Microsoft Teams Technology
Registration: click on the Eventbrite link below or call (801) 844-7900