QuickBooks 101: Set Up and Start Tracking Your Business Finances

QuickBooks can make running your business easier—once you know how to use it.

In this hands-on session, you’ll learn how to get started in QuickBooks and set up your system to track your income, expenses, and invoices the right way from the beginning.

You’ll learn:

• How to navigate QuickBooks and choose the right version
• How to connect your bank account and categorize transactions
• How to create a chart of accounts tailored to your business
• How to record expenses, send invoices, and run basic reports
• What to do each week/month to stay on track

This session is best for small business owners who are new to QuickBooks or want a reset on how it’s set up.

This event is part of Capital Pathways, a no-cost program from the Virginia SBDC that helps small businesses get the funding they need to grow. The program is designed for very small (fewer than 10 employees), emerging, and growth-ready businesses that face challenges accessing traditional financing. It offers hands-on group learning, guided implementation, and extended one-on-one support focused on strengthening your finances, loan applications, and legal setup.

Register now to save your spot!

A confirmation email with the Zoom login information will be sent the day before the event—keep an eye out!

Speaker: Jamee Dion, QuickBooks Certified Trainer