Setting up your QuickBooks Online Account - Chart of Accounts, Connecting Bank and Credit Card Accounts, and Categorizing Transactions

In this session, the instructor will teach you how the basic differences between QuickBooks Online subscriptions, help you chose which subscription is best for your business, how to set up your QuickBooks Online account, how to structure your Chart of Accounts, how to connect QuickBooks Online and your financial institution, and how to categorize transactions.

Why you should Attend

Let’s face it - choosing the right accounting software for your business and mastering the use of that software is stressful, terrifying, and IMPERATIVE to the success of any business. During this one-hour session, the instructor will not only help you understand the basic differences between QuickBooks Online subscriptions, but will also teach you how to set up your QuickBooks Online account, how to connect your bank accounts, how to create a chart of accounts, and how to “categorize” transactions.

Are you interested in learning more? Be sure to register for “Getting to Know Your QuickBooks Online Account – Banking, Invoicing, Reporting, and More!” session on 06/12/2024 where the instructor will focus on understanding the banking function, creating an invoice, reporting and much more!

Are you interested in learning more about QuickBooks Desktop? Be sure to register for “Setting up your QuickBooks Desktop File - Chart of Accounts, Connecting Bank and Credit Card Accounts, and Recording Activity” (06/19/2024) and “Getting to Know Your QuickBooks Desktop File - Banking, Invoicing, Reporting and More!” (06/26/2024)

Areas Covered in the Session

Learning the basic differences between QuickBooks Online subscriptions
Selecting the correct subscription level and creating your account
Setting up your chart of accounts
Setting up your Financial Institution Connections
Learning how to "categorize transactions"

Who Will Benefit

Business Owners
Non-For-Profit Employees
New Bookkeepers
New Accountants

Speaker Profile

Rebekah Carroll founded STATEMENTS Accounting LLC in August of 2020. Her intent was to open a small bookkeeping and accounting firm in her home as a sole proprietor, but fate had other plans for her business. During the next three years, the firm relocated twice and added six employees and over fifty-eight businesses to its client roster. In addition to working in her firm, Rebekah also provides consulting services, contract CFO services, and collegiate level college trainings focusing on leadership, budgeting, and financial excellence. Rebekah is currently working towards launching a new non-for-profit business in which she can give back to the community while utilizing her skills and talents.

Prior to the launch of STATEMENTS, Rebekah served the Watkins Glen and Schuyler County business community (a small community nestled in the Finger Lakes Region of upstate New York) as the President & CEO of the Watkins Glen Area Chamber of Commerce. In this role, she furthered her passion for supporting businesses of every size throughout the Finger Lakes region.

Rebekah began her career in the accounting office of Schuyler Hospital (a big-hearted hospital located in in the small village of Montour Falls, NY), where she worked for seven years. In 2005, when she resigned from the hospital to stay home with her young children, she was functioning in the capacity of Assistant Director of Human Resources and Junior Accountant. For the next three years, Rebekah was the sole-proprietor of two different businesses: a registered group daycare (REBEKAH’S PLACE DAYCARE) and a consulting business. While wearing her “consultant” hat, she contracted with Corning’s Gaffer District (Corning, NY) as its Interim Director of Operations, performed all billing services for two small medical offices, performed sales tax recovery projects for local non-profit organizations, and prepared small business and personal income tax returns.

Rebekah is proud to say that she has lived in the area since she was 11. She currently resides in Montour Falls with her husband and their small daughter, while their six older children are out of the home pursuing their dreams (and having grandbabies!). She earned her Associate’s Degree in Business Administration and Accounting from Corning Community College in 2009. She completed Leadership Schuyler in 2010 and graduated from Chamber Institute with a focus on Organizational Management in 2015.