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


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.