QuickBooks Online (QBO) User Training Plus Workshop (Webinar/Workshop)

This is an applied training program that includes four (4) training modules that are delivered in two parts, on October 5 and 12 from 4pm-7pm. This training enables users to learn and apply the skills covered to use QBO and/or enhance the use of QBO. As part of this program, participants will be able to access 1×1 instructional support as described below. The topics to be covered: getting started with QBO, connecting to financial institutions, point of sale systems, credit cards, recording transactions, invoicing, receiving payments, recording and tracking expenses, and using QBO to support financial management of a business, including development of reports, reconciliation and optimizing use of QBO. All training and support is virtual and/or by phone.

If you are unable to register for this program because registration is full or if you need assistance, contact the SBDC for assistance: sbdc@uwlax.edu, 608.785.8782.

Additional instruction & support:

Participants may access up to three (3) hours of QBO 1×1 instructional support from a QBO specialist during a period of 90 days following training or the available program support ends, whichever occurs first. Participants also may attend QBO Topics, Tips and Trends Forums (“QBO 3T Forums”) to be held virtually.

All supplemental support is at the option of the program participant.

Target participants:

This program provides training and instruction to enable participants to use QBO in their business. This training/instructional support is most suitable for new and newer to QBO users (owner and/or staff). If you are an existing QBO user seeking instructional support on specific topics, please email sbdc@uwlax.edu to learn more about and get access to the SBDC’s more advanced 1×1 QBO instructional and other support for your business. If you are new to QBO, please contact the SBDC: sbdc@uwlax.edu to learn more about the QBO options, pricing, and potential discounts.

Expected learning outcomes:

Participants completing this training program should be able to:

• Customize use of QBO for a business setting;

• Connect to available financial institutions, point of sale systems, credit cards, etc.;

• Record transactions, invoice customers, record payments;

• Record and track expenses;

• Use more specialized QBO capabilities to track business activities and meet business needs; and

• Conduct financial management including development of reports, reconciliation and optimizing use of QBO.

A confirmation email will be sent prior to the program starting. If you don’t receive confirmation, please check your junk/spam/promotions folder(s) or contact the SBDC for assistance: sbdc@uwlax.edu or 608.785.8782. Should circumstances arise that change program dates or its activities, the program provider, UW-La Crosse SBDC, will contact the program participants.

MSBB Training Project Eligible – The fee for this program is paid on your behalf as an eligible participant, but your attendance is required. If circumstances arise that change your availability, please contact sbdc@uwlax.edu or call 608.785.8782 so other participants may attend.

Participating Organizations: The U.S. Small Business Administration, UW Office of Business and Entrepreneurship (OBE), the Wisconsin Small Business Development Center (WSBDC) network, and the Wisconsin Economic Development Corporation (WEDC).

Click here for information and registration on the SBDC website.

Please only register if you are available and plan to attend, so the provided funding can assist as many small business owners as possible.

Speaker(s): Michelle Halverson