QuickBooks Online Essentials: Practical Training for Real Business Owners

QuickBooks Essentials: Practical Training for Business Owners & Bookkeepers
An in-person, hands-on training series designed to help you learn how to confidently use QuickBooks in your day-to-day operations.

Whether you’re a business owner, bookkeeper, or team member handling the books, this 4-part series will equip you with the essential QuickBooks skills you need to stay organized, track your financials, and streamline your workflow.

Led by QuickBooks Pro Jackie Bascom, a business consultant with over 20 years of experience in corporate management and small business bookkeeping, this training focuses on real-world application — no fluff, just the practical tools and processes you need to manage your business finances more effectively.

💡 What You’ll Learn:

Each session will focus on a core area of QuickBooks Online, with time for Q&A and real-time demonstrations.

Session 1 – Recording Basic Transactions

• Navigating QuickBooks Online
• Adding/matching bank & credit card transactions
• Using registers, recurring transactions, and reconciliations

Session 2 – Recording Sales, Payments & Deposits

• Invoicing vs. direct deposit methods
• Creating customer profiles, invoices, and sales receipts
• Managing income, credits, and payment processing

Session 3 – Paying Bills & Vendor Management

• Bill entry vs. direct expense tracking
• Managing vendor data, applying credits, and tracking payables
• Intro to 1099 prep

Session 4 – Leveraging Reports & Payroll Overview

• Reading and customizing reports (P&L, Balance Sheet, etc.)
• Exporting data and scheduling reports
• High-level payroll setup and processing

📍 Location:

The Sapphire Suite – Franklin, TN

🗓️ Dates & Time:

January 20, January 27, February 10, February 17, 2026
⏰ 9:30 AM – 11:00 AM

🎟️ Ticket Options:

• $50 per individual session
• $175 for the full 4-part series

Seats are limited to maintain a collaborative, focused learning environment. Reserve your spot today and get the training you’ve been needing!

Hosted by The Sapphire Suite – Coworking, Meeting Space, and Event Venue

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