During the workshop we follow the ficticious Odd Job Bob’s Carpentry through their first month of operations, from accounting set up, to standard daily income and expense transactions, ending with typical month-end transactions.

The morning of the workshop is spent getting comfortable with QuickBooks Online, setting up the company from scratch. The afternoon is spent working through a variety of transactions.

I have created both a manual and exercise book to accompany this workshop. At the end of the day I show participants how to purge the file they created so they can work through the exercise book again on their own.

just so you know

I think it’s important to point out this workshop hasn’t been successful on a couple occasions. If the people coming are at least a little tech savvy, it’s a great workshop and a fun day! BUT, I’ve had a couple groups where multiple people barely knew how to turn on their laptops, and for obvious reasons, didn’t get much out of the workshop.

It’s not overly complicated, but participants need to know some computer basics.

I’ve seen some successful, creative solutions from business owners who knew they weren’t particularly tech savvy. One owner brought their admin assistant. The owner wanted to learn more about accounting, while the tech savvy admin assistant did the computer work. I’ve had parents bring their teenage or young adult kids with them. I’ve also had friends come together and help each other out.

Most hosts also provide someone from their office to help out that day.