QuickBooks for Startups

Class Details:

➡ Learn how to use and navigate QuickBooks-On-the-Cloud, the #1 Small Business Financial Management Software software so you can easily and quickly manage your business accounting and stay in control of your finances, all in one software!

➡ Class taught by certified QuickBooks professional

➡ 10:am to 3pm with 1-20 minute break

➡ Get practical, real world skills, as they apply to running and managing a small business or a startup

➡ Learn in a group of other business owners, for an interactive training session. Up to 2 people from the same company permitted to register

➡ Question and answer session included in the training


Setting Up Company File & Getting Around in QuickBooks 
  • Prepare to create a Company File
  • Set up a company file
  • Customize QuickBooks workspace
  • Backup & restore
  • Set up Chart of Accounts
  • Create shortcuts and find information 
Customizing Your Program So You Can Work More Efficiently 
  • Set up item list
  • Set up vendors
  • Setup customers 
  • Setup up jobs / projects
  • Set up classes
  • Setup sales tax
Daily Functions on QuickBooks
  • Prepare estimates
  • A/R – Create invoices / Credit memos
  • Apply customer payments
  • Record bank deposits
  • Post interbank transfers
  • Input Purchase Orders
  • A/P – Enter Bills / Vendor credits
  • Assign costs to projects / jobs
  • Paying bills and Print checks
  • Enter credit card expenses
  • Track income and expenses
  • Reconcile bank accounts
  • Run Financial Reports: Income Statement, Balance Sheet, General Ledger and A/R & A/P Aging Reports, Custom Reports, General Ledger
  • Memorize recurring transactions
  • Customize reports

About The Instructor

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Milla Lieberson is recognized as a Certified QuickBooks Technical Business Expert. She holds master’s degrees in business administration and finance.  Her background includes experience as a comptroller of a privately held company, an educator, a consultant, a manager in the startup industry, and an entrepreneur.  In addition, Milla has spent the last 10 years helping small businesses streamline their accounting using QuickBooks software.

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OnPoint Business Solutions

100 Church St. Suite #800
New York, NY 10007


Call our NYC Office at:

(646) 660-1820