QuickBooks 201: Beyond the Basics

Already using QuickBooks but want to take it further?

This intermediate-level training will help you get more value from the platform by showing you how to use advanced tools, spot errors, and build better reports to support your business decisions.

You’ll learn:

• How to reconcile accounts and fix common mistakes
• How to customize and analyze reports (income/P&L, balance sheet, cash flow)
• How to manage customers, vendors, and products/services more effectively
• Tips for cleaner books and smoother reporting
• Answers to your specific questions during Q&A

This session is perfect for QuickBooks users who are ready to go beyond setup and start using the platform more strategically.

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