Tips and techniques on using QuickBooks ONLINE will be explained in a two-part workshop from Kathy Dise, President and Founder of BudgetEase, at the Hudson Library & Historical Society. Part I will be held on Wednesday, March 29 and Part II on Thursday, March 30, with both workshops beginning at 6:30 p.m. Register for each session separately. Attendees are encouraged to bring a laptop to follow along with the program.
The first night will cover determining which version of QuickBooks Online is best for you, creating a QuickBooks Online account, setting company preferences, syncing transactions from the bank, learning how to add a product, customer or vender, and where to enter bills, invoices and checks. Part II will review adding products, customers and vendors, bank reconciliations, setting up an invoice template, adding memorized transactions, setting up inventory, inventory management, and customizing and exporting reports.
Kathy Dise is the President and Founder of BudgetEase. She earned her MBA in finance from the University of Toledo and her BBA in finance from St. Mary’s. Along with twenty years of experience in the banking industry, Dise is also a QuickBooks Certified Accountant for desktop and online products. Before founding BudgetEase, Dise worked at the Cleveland Clinic Innovation Center commercializing cardiovascular technologies.
This program is part of the library’s Burton D. Morgan Center for Entrepreneurship Research Entrepreneurship Series and is also co-sponsored by the Akron SCORE chapter. Register for each session below or call 330.653.6658 x1010.
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