Part 1: Wednesday, June 7, 2-5pm
Part 2: Thursday, June 8, 2-5pm
Trainings will be led by Yvonne P. Afable of Afable Consulting LLC.
Are you using QuickBooks Online? This two-part workshop will show you some tips and shortcuts that’ll help you cut down on time spent working, while maximizing the accuracy of your reports.
- Overall settings and structure
- User access
- Memorized and automated transactions
- Banking downloads and account reconciliations
- Clients vs. vendors
- Detail vs. summary transactions
- Payroll setup, timesheets, and processing
- Importing options to reduce data entry (i.e. from third-party payroll, PayPal, etc.)
- Exporting data
- Financial reports and notes
- Audit preparation and attachments
We’ll also quickly review basic transactions like entering and paying bills and batching deposits, but the session will focus more on proper ways to record transactions in order to have detailed management reporting. QuickBooks Online gives you many ways to improve your efficiency, and after this workshop, you’ll be able to choose which options work best for your organization.
This course is meant for organization financial staff, including Executive Directors, Finance Managers, Office Managers, bookkeepers and accountants.
This session is limited to 10 people. Registration will close once capacity is reached.
Yvonne P. Afable is the Managing Partner of Accounting Services for Afable Consulting LLC, a firm providing accounting and technology support to not-for-profit organizations and small businesses. She earned her Bachelor’s degrees in Accounting & Finance from DePaul University and is a Certified Management Accountant. After starting her career in public accounting, she decided to focus on the nonprofit industry and joined the management staff of American College of Surgeons and Rotary International.
For the past 13 years, she’s been consulting with Chicago organizations and helping them understand and tell their financial story. Using Intuit and Sage products such as QuickBooks and Peachtree, she offers services to meet each client’s needs: accounting system set-up, fiscal policies and procedures, complete bookkeeping including payroll processing, audit preparation, grant reporting and financial reporting.
Yvonne serves on the board of Kartemquin Educational Films and Friends of Whitney Young. She resides in Chicago, Illinois, with her husband and business partner, Jose-Albin D. Afable. They have three children: Nicole studies Marketing at DePaul University; Gabrielle just started her first year at Columbia University focusing on Race & Ethnicity; and Justin is a freshman at Lane Tech High School.