QuickBooks Online & Bookkeeping 8-Hour Mastery Program

8-Hour Mastery Program

QUICKBOOKS ONLINE &
BOOKKEEPING

Join us for a comprehensive 3-day, 8-hour program designed to give you practical, real-world skills you can immediately apply to your business or clients.

This is a 3-day program. Registration includes access to ALL sessions.

“This is not theory—this is hands-on training focused on helping you understand your numbers, improve accuracy, and gain full control of your financials.”

Event Details

Dates: June 1, 2, and 3
Time: 6:00 PM – 8:30 PM (each day)
Location: Live via Zoom 📹

What You Will Learn

✔ Understand assets, liabilities, and equity
✔ Set up and navigate QuickBooks Online
✔ Structure your Chart of Accounts
✔ Manage invoices, bills, and expenses
✔ Automate your workflows
✔ Reconcile accounts & avoid mistakes
✔ Handle payroll, taxes, and compliance
✔ Generate and understand reports

Program Breakdown

DAY 1Sessions 1 & 2
Accounting Fundamentals & Navigation

DAY 2Sessions 3 & 4
Chart of Accounts, Sales & Accounts Payable

DAY 3Sessions 5–8
Banking, Payroll & Reports

Detailed Course Content

Session 1 — Accounting Fundamentals: Deep explanation of assets, liabilities, and equity subtypes, real-world journal entries, the purpose of Undeposited Funds, and cash flow vs. profitability.

Session 2 — Setup & Navigation: Step-by-step opening balances, full settings walkthrough, user permissions matrix, and detailed navigation.

Session 3 — Chart of Accounts: Account numbering strategies, sub-accounts, “Detail Types,” and how the Items list drives sales accuracy.

Sessions 4–5 — Sales & Accounts Payable: Field-by-field breakdown of invoices/bills, Undeposited Funds workflow, bad debt, 1099 compliance, and expense splitting.

Session 6 — Banking: Bank feed setup, automation rules, reconciliation troubleshooting, and the importance of monthly reconciliation.

Session 7 — Payroll: Payroll journal entries, Trust Fund Recovery Penalty, deposit schedules, year-end forms, and sales tax workflow.

Session 8 — Reports & Financial Analysis: Key ratios (gross margin, current ratio), cash flow interpretation, and a complete year-end closing checklist.

Course Highlights

Real bookkeeping scenarios
Implementable step-by-step workflows
Deep dive into Undeposited Funds
Automation strategies
Compliance & “war stories”
Year-end closing mastery

Who Should Attend

Business Owners
Entrepreneurs
Bookkeepers
Accountants
Anyone looking to master QBO

Pricing

Standard Registration: $299

Early Bird $250 (before May 15)

For more information, please contact Ingrid at (305) 367-1247.

Reserve Your Spot Today!

Spaces are limited!

For more Information, visit www.doralchamber.org