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Manage Sales & Expenses With Automation, led by Monica Roca-Quesada


Join us for part 2 of this 4 part series to implement Quickbooks into your everyday business strategy to save time on bookkeeping, generate reports, and get paid faster! Click here to see series calendar overview. 

Learn how to use QuickBooks Online to manage sales and expenses.

During this workshop, we will focus on the sales and expense process and the type of transactions available in QuickBooks Online.  We will also review the options for automation and how we can manage our operations.  

    • Sales transactions (customers, invoices, and sales receipts)

    • Manage expenses (vendors, bills, and expenses)

    • Items (Products & Services

Members may reserve their seat on the Emery App or Member Login.

Monica Roca-Quesada

Monica Roca-Quesada

About Series Host:

Monica Roca-Quesada is an accounting professional with over 20 years of experience in business from account management and financial operations to technology planning and implementation. Her breadth of knowledge in various facets of business gives her a unique lens to the various challenges and opportunities of a modern growing business in today's digital era. She has excelled in business transformation, digital transformation, technology implementation, and other special projects for companies such as Carnival Cruise Lines, 50 Eggs Restaurant Group and other Fortune 500 clients as well as many small businesses. Her technical expertise has led to increased operational efficiencies and greater return on investments. 

Within her role as a Business Technologist for Agile Planners, she develops workflows and processes to streamline and automate tasks in todayโ€™s digital world. By working with business owners on a 1 on 1 basis, she will help businesses simplify their operations by matching them with the right finance and technology tools, allowing them to run their businesses, and not have it run them.

Monica is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks Online, QuickBooks Enterprise Solutions, QuickBooks Point of Sale, inventory management, as well as data migration to and from multiple accounting platforms and ERPs. 

Media Disclaimer:

*By taking part in this event you grant the Emery full rights to use the images resulting from the photography/video filming. If you do not wish to be photographed please inform an Emery Team Member.*