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QuickBooks Online 101 (presented by Wilke & Associates CPAs)

QuickBooks is one of the most powerful bookkeeping tools for small business owners.  Please join the University of Pittsburgh SBDC and Wilke & Associates, CPAs, for this workshop.  This course is intended for users who intend to use QuickBooks for small business accounting and would like to learn more about keeping good records using QuickBooks Online.

Topics covered to include:

  • Entering Transactions
    • How to Add Vendors
    • How to Enter Bills
    • How to Pay Bills
    • How to Add Customers
    • How to Enter Invoices
    • How to Record Receiving Payments
  • Bank Reconciliations
    • Why are bank reconciliations important?
    • How to navigate QuickBooks Online and complete bank reconciliations
    • How to connect an online bank account (or credit card) to QuickBooks Online
    • How to navigate QuickBooks Online Banking once a bank (or credit card) account is linked to the software
    • How to fix common bank reconciliation problems (time permitting)
  • Running Reports
    • General Understanding of Financial Statements
    • Balance Sheet
    • Identifying Red Flags
    • Profit & Loss Statement (Income Statement)
    • Identifying Red Flags
    • Cash vs Accrual
    • How to Run Reports in QuickBooks Online
    • Budget to Actual

Questions about the program or registration? Please contact 412-648-1542 or e-mail


Wilke & Associates logo, Pitt SBDC logo, PA PREP logo, and U.S. Small business Administration Logo

Funding support and resources are provided by the Commonwealth of Pennsylvania through the Department of Community and Economic Development; through a cooperative agreement with the U.S. Small Business Administration, and through support from the University of Pittsburgh. All services are extended to the public on a non-discriminatory basis. Special arrangements for persons with disabilities can be made by calling 412-648-1542. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. SBDC services are not available to individuals or entities that have been debarred or suspended by the federal government. By agreeing to receive assistance from the SBDC you are self-certifying that you are not currently federally debarred or suspended and also agree to cease using SBDC services if you become federally debarred or suspended in the future.

QuickBooks Online 101 banner image with woman typing on a laptop in the background

May 12, 2021
9:00 am - 11:00 am
Webinar – link to be sent to registrants