HOB 2026 QuickBooks Online Training Series Session 1: QuickBooks Online Fundamentals
QuickBooks Online Training Series Session 1: QuickBooks Online Fundamentals
Topics Covered: Company setup, subscription options, banking, check processing, and account reconciliation
This introductory session is designed to provide users with a strong foundation in QuickBooks Online (QBO). Participants will learn how to navigate the platform, understand the differences between QBO subscription levels, and select the version that best fits their business needs. We will explore the system's core features and workflows in a hands-on environment.
Key Topics Include:
- Overview of QuickBooks Online navigation and dashboard
- Review of QBO subscription levels using the Comparison Chart
- Company settings and user access management
- Connecting and managing ban and credit card accounts
- Understanding bank feeds and transaction imports
- Recording and printing checks
- Categorizing bank transactions efficiently
- Bank and credit card reconciliations
- Best practices for maintaining accurate financial records
Reasonable accommodations for persons with disabilities and language assistance services are available for limited English proficient individuals. Please notify Veronica Martinez at 575-249-5149 when you register for the class, or no later than 24 hours prior to your class, so that WESST can make sure necessary accommodations are available. All programs and services are provided to the public on a nondiscriminatory basis.
The Women's Business Center is funded in part by the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA.
This introductory QuickBooks Online training provides participants with the essential skills needed to set up and manage their business finances. Topics include navigating the platform, selecting a subscription, managing company settings, connecting bank and credit card accounts, processing checks, categorizing transactions, completing reconciliations, and maintaining accurate financial records.
Speaker(s): Judith Perez WBC Program Director, WESST Hobbs Women's Business Center Jessica Olivas de Ponce, Bilingual Consultant/Trainer, WESST Hobbs Women's Business Center Candy Luker Senior Manager, Whitley Penn, Hobbs NM Stephany Flores Senior Manager, Whitley Penn, Hobbs NM
Co-Sponsor(s):
Please Note: THIS IS A HYBRID EVENT, AND PARTICIPANTS MAY ATTEND EITHER IN PERSON OR ONLINE VIA ZOOM. After registering, attendees will receive the event location and Zoom access information. This training class will be delivered in English.
Fee: No Cost
Location
Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.
Site Content © 2026, New Mexico WBC