Manage Sales & Expenses with Automation, led by Monica Roca-Quesada, Quickbooks Online Series (2 of 4)
Oct
1
10:00 AM10:00

Manage Sales & Expenses with Automation, led by Monica Roca-Quesada, Quickbooks Online Series (2 of 4)

add-quickbooks-customer-from-wordpress-form.jpg

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

 

About Monica:

Monica Roca by Graciela Valdes 8.jpg

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 today’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. 

View Event →
Quickbooks Online Series (3 of 4)
Nov
12
10:00 AM10:00

Quickbooks Online Series (3 of 4)

Learn how to work with bank feeds

In this workshop, we will review bank feeds and how it differs from bank reconciliation.  We will go over the ideal process for working with transactions and how to avoid the most common mistakes. 

    • Matching transactions

    • What to look out for

    • Reconciling accounts


View Event →
Quickbooks Online Series (4 of 4)
Dec
3
10:00 AM10:00

Quickbooks Online Series (4 of 4)

Learn how to generate and analyze reports

During this workshop, we will go over the main financial reports and how to best utilize them. 


    • Profit and Loss

    • Balance Sheet

    • Sales reporting


*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.*

View Event →

Let's Set Up Your Quickbooks Online Account! Quickbooks Online Series (1 of 4), led by Monica Roca-Quesada
Sep
3
10:00 AM10:00

Let's Set Up Your Quickbooks Online Account! Quickbooks Online Series (1 of 4), led by Monica Roca-Quesada

add-quickbooks-customer-from-wordpress-form.jpg

Are you overwhelmed with your billing system? Do you even have one started? Many entrepreneurs put their payment and billing systems last on their to do list and end up scrambling to organize themselves last minute. Quickbooks to the rescue!

Join us for a 4 part series to implement Quickbooks into your everyday business strategy!


In this first Workshop Learn here how to save time on our bookkeeping and put a system in place that you can handle and manage on your own!

In this workshop, we will focus on creating your QuickBooks Online account and walk through the platform settings to maximize efficiency and automate recurring processes.  

You will learn how to create:

    • Company Settings

    • Chart of Accounts 

    • Lists - Customers, Vendors, Employees, Classes & Locations

    • Creating your items (Products & Services)

 

Series Host Bio:

Monica Roca by Graciela Valdes 8.jpg

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 today’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. 


*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.*



View Event →