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Back to Basics Workshop: Navigating QuickBooks® Online
Mon, Sep 28
|The Collective on Whidbey
Conquer your bank feeds, safely automate your data entry, and learn to navigate your accounting software with total confidence.
Tickets are not on sale
Time & Location
Sep 28, 2026, 12:00 PM – 1:00 PM PDT
The Collective on Whidbey, 749 SE Pioneer Way unit 102, Oak Harbor, WA 98277, USA
About the event
If opening QuickBooks feels overwhelming, this workshop is for you. We'll start with the basics so you can feel more confident with the software, and ensure your account is setup for success.
Topics Covered:
Navigating QuickBooks Online efficiently (and ignoring the features you don’t need).
Securely connecting bank and credit card feeds.
The exact workflow for processing transactions: Add, Match, and Transfer.
Setting up bank rules to automate repetitive tasks.
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