Quickbooks Online 101

In this demonstration Cait & Gabie from CBC will present common bookkeeping account structures and processes used in Quickbooks Online. This will include step by step demonstrations for applying real life scenarios, accounting insight of best practices and what should be avoided, and how to verify entries to feel confident in your bookkeeping.

Who This Clinic Is Designed For:
• Entrepreneurs just starting out who want to set up their books correctly from day one
• Business owners who feel overwhelmed by their current system
• Growing businesses ready to level up their financial processes
• Owners preparing for funding, tax season, or strategic growth

What You’ll Walk Away With:
• A thorough demonstration of basic bookkeeping account structures for Quickbooks online
• Clear recommendations to set up or clean up your current Quickbooks account
• Real life examples of common transactions
• Opportunity to ask these professionals questions during the session
• Increased confidence when speaking to lenders, accountants, and tax professionals

Stop guessing. Start tracking. Build financial clarity.

If your books feel messy, unclear, or inconsistent — this demonstration is for you.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Community Loan Fund of the Capital Region