QuickBooks Basics Bootcamp

QBO-DKS-Capital
  • August 21, 2021 - August 24, 2021
  • 9:00 am - 2:30 pm
  • 37, Bir Uttam C.R. Dutta Road, Nahar Plaza (Lift -9), Room-1001, Dhaka, Bangladesh
  • +8801711051276

Event Description

Learn QuickBooks the right way—step by step.

The QuickBooks Basics Bootcamp is a beginner-friendly training designed for business owners, entrepreneurs, and new bookkeepers who want to confidently manage their finances using QuickBooks Online.

In this hands-on session, we break down the fundamentals of QuickBooks in plain language and show you how to use the software correctly from day one—so you can avoid costly mistakes and stay organized year-round.


What You’ll Learn

  • Navigating the QuickBooks Online dashboard

  • Setting up your company file correctly

  • Connecting bank and credit card accounts

  • Recording income and expenses accurately

  • Understanding categories and chart of accounts

  • Creating and sending invoices

  • Reviewing basic financial reports (Profit & Loss, Balance Sheet)

  • Best practices to keep your books clean and accurate


Who This Bootcamp Is For

  • Small business owners new to QuickBooks

  • Entrepreneurs managing their own bookkeeping

  • Freelancers and independent contractors

  • Anyone who feels overwhelmed or unsure using QuickBooks

Why Attend?

  • Learn QuickBooks the right way from the start

  • Avoid common setup and bookkeeping mistakes

  • Gain confidence managing your business finances

  • Save time, reduce stress, and stay organized

  • 9:00 AM — 12:00 PM
    Room A
    Day 1: Foundations & Setup Session 1: QuickBooks Overview & Company Setup Introduction to QuickBooks Online, Navigating the dashboard, Account settings and preferences, Understanding users, access, and security, Best practices for starting off correctly
  • 12:00 PM — 2:30 PM
    Room A
    Session 2: Chart of Accounts & Categories What the Chart of Accounts is (and why it matters), Income, expense, asset, liability, and equity accounts, Choosing the right categories for your business, Avoiding common setup mistakes, Hands-on categorization examples
  • 9:00 AM — 12:00 PM
    Room A
    Day 2: Banking & Daily Transactions Session 3: Bank & Credit Card Feeds Connecting bank and credit card accounts Understanding bank rules and automation Reviewing and matching transactions When to add, match, or exclude transactions
  • 12:00 PM — 2:30 PM
    Room A
    Session 4: Recording Income & Expenses Sales receipts vs invoices Expense tracking best practices Attaching receipts and documentation Managing vendors and customers Real-world transaction walkthroughs
  • 9:00 AM — 12:00 PM
    Room A
    Day 3: Invoicing, Payments & Payroll Basics Session 5: Invoicing & Getting Paid Creating professional invoices Setting up products and services Payment terms and customer balances Accepting online payments Managing accounts receivable
  • 12:00 PM — 2:30 PM
    Room A
    Session 6: Bills, Expenses & Payroll Overview Entering and paying bills Tracking recurring expenses Overview of payroll features Independent contractors vs employees Payroll best practices (high-level)
  • 9:00 AM — 12:00 PM
    Room A
    Day 4: Reports, Review & Best Practices Session 7: Financial Reports Made Simple Profit & Loss explained Balance Sheet basics Cash flow overview Customizing reports How to read reports for better decisions
  • 12:00 PM — 2:30 PM
    Room A
    Session 8: Month-End Review & Next Steps Monthly bookkeeping checklist Reconciling bank accounts Common QuickBooks mistakes to avoid Q&A and real-life scenarios Tools, tips, and resources going forward
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2021-8-2414:302021-8-2414:30Europe/London QuickBooks Basics Bootcamp The QuickBooks Basics Bootcamp is a beginner-friendly training designed for business owners, entrepreneurs, and new bookkeepers who want to confidently manage their finances using QuickBooks Online. 37, Bir Uttam C.R. Dutta Road, Nahar Plaza (Lift -9), Room-1001, Dhaka, Bangladesh
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