Plexus Connects: Getting (Re)Started with Bookkeeping in QuickBooks Online

Description

Join us for an engaging and interactive workshop led by Ben Szweda of Szweda Consulting. Ready to take control of your business finances? This hands-on workshop will walk you through the essentials of small business bookkeeping using QuickBooks Online. Learn how to set up your chart of accounts, connect bank feeds, manage income and expenses, and generate key financial reports that tell your business’s story.

We’ll cover practical tips to stay organized, avoid common bookkeeping mistakes, and keep your records accurate for tax time and decision-making. Whether you’re brand new to QuickBooks or looking to strengthen your bookkeeping basics, you’ll leave with the confidence and tools to manage your books efficiently.

📊 Topics include:

• Setting up QuickBooks for success
• Managing invoices, expenses, and reconciliations
• Reading key reports like Profit & Loss and Balance Sheet
• Avoiding common pitfalls and improving accuracy