Learn QuickBooks Online

Are you a business owner who needs help harnessing the power of QuickBooks Online to work for YOUR business? Let us guide you through it!
Learn how to use the basics of QuickBooks in three short sessions, from 6:00 to 7:30pm, on Monday nights (3/16, 3/23, and 3/30) at The Black Business Hub.
Completely new to QuickBooks?

Join us for a BONUS SESSION from 6:00 to 7:30pm on Monday, 3/9 where you'll set up your QBO Plus and connect your accounts!
YES - SIGN ME UP FOR THE QUICKBOOKS CLINIC!
Your Name*

First NameLast Name
Best phone number to reach you*
Please enter a valid phone number.
Best email address to reach you*
example@example.com
Your Business Name*
Industry of Business*
Specify Other
YesNo
YesNo
Date Business Started*

MonthDayYear
Date
Is your business part-time or full-time?*
Business Address*

Street Address

Street Address Line 2

CityCounty

Postal / Zip Code
Sole proprietorPartnershipLLCCorporation
What are the average annual gross revenues for your business?
What are the estimated annual gross revenues for your business? *
None. My business does not use QuickBooksQuickBooks OnlineQuickBooks Desktop Enterprise
NoneExcelFreshBooksSageSquareQBOQuickbooks DesktopWaveOther
YesNo
YesNo
SpanishHmongGermanChineseOther
What is your date of birth? *

MonthDayYear
Date
What is your race?*
What is your ethnicity?*
Yes, I am a veteranNo, I have no US military service
YesNo
YesNo
Residential Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
YesNo
Extremely Low(30%)Very Low (50%)Low (80%)None of these columns describe my household estimated annual income
Not at all, I’m completely new to QuickBooksA little bit, I’ve tried to use QuickBooks here and there but haven’t gotten into itSomewhat familiar, I use QuickBooks to keep track of business sales and expensesQuite familiar, I am comfortable using more intermediate features of QuickBooks, such as Class, Projects, and Budgets
YesNo
Separating business and personal expensesTracking business incomeTracking business expensesCreating estimatesCreating invoicesCreating receiptsPaying billsTracking inventoryReconciling bank statementsRunning financial reportsGathering information for taxesOther
Understanding Financial ReportingTracking InventoryUsing BudgetsContractingFiling TaxesCustomer and Project ManagementOwner TransactionsPayrollMileage & Expense ReportsLinking Payment AppsTracking TimeOther
Connecting your accounts to QBChart of accountsFiling taxesOwner transactionsLinking payment appsClassifying transactionsBalance sheetIncome statementReconciling bank statementsOther
By the end of the Clinic, I want to be able to ______________.*
SECTION 4: Your QuickBooks Utilization
Beginner QuickBooks Baseline Assessment

Please answer the questions below to the best of your ability. If you don't know the answer take your best guess. Don't worry about not knowing the right answer - you'll learn these things in Clinic!
QuickBooks sends the difference to an adjustment accountQuickBooks will not allow you to record the transactionQuickBooks asks you what to do with the "unequal" amountNothing. QuickBooks records the transaction as is
Inventory PartNon-inventory PartOther ChargeService
Inventory PartNon-inventory PartOther ChargeService
When a customer purchases goods or services and pays you in cash at the time of the saleWhen a customer purchases goods or services and pays you by check or credit card at the time of the saleWhen a customer purchases goods or services, but you don't want to record the sale as finalWhen a customer purchases goods or services but does not pay you at the time of the sale
To give a customer a receipt for payment of an invoiceTo record a customer prepayment or depositTo record a customer payment at the time of saleTo enter a customer early-payment discount
In the receive payments window, check "deposited with deposit number."Record all the payments in the same Receive Payments window.When you use the Receive Payments window, QuickBooks doesn't deposit the money in your checking account. After you record the 5 payments, click RecordDeposit and select the 5 checks.All of the above
The beginning balance should always equal the net amount of all uncleared bank transactions.It should always match the opening balance on the paper bank statement.It should always match the original account opening balance when the account was created.The beginning balance should always be zero.
Track departments or locations efficientlyTrack finances in more detail by grouping accounts in a logical fashion and showing a subtotal for those accountsTo show different Account Types together in one section of a reportNone of the above
To track revenue and expense by office or business segmentFor financial ratios in the Analysis moduleTo change the color of different sections on the financial statementsTo identify where the account appears on the financial statements
It allows accountants to view accounting records remotelyIt is how you categorize financial transactionsTo see a graphical chart of income and expensesTo categorize items
YesNo
Member Number