Cal Poly CIE SBDCServing San Luis Obispo County
Helping Your Business Start, Grow and Succeed

From Zero to QBO: Setting Up for Success

Wednesday, July 10, 2024 - 1:00pm to 2:30pm

You’ve decided this is the year to finally take control of your finances and you are considering QuickBooks Online, but were met with some confusing questions at setup: Are you 1065, 1120, or 1040? Cash or accrual? EIN or SSN? Importing data? The setup questionnaire can feel more like an interrogation than a helpful survey of your current business.  


This webinar will guide you through account creation, customization for your industry, and integration with the tools you already use. Walk away feeling inspired to customize QuickBooks Online to your unique needs for better bookkeeping that works for you.


This webinar is brought to you by Central California SBDC and taught by SBDC advisor Ashley LaMar-Morris! Ashley brings over 17 years of extensive bookkeeping experience across diverse industries and businesses of all sizes. She has been a Certified QuickBooks ProAdvisor since 2015, she is certified in Desktop, Online, and Payroll. Her personalized service and ability to streamline processes enable her entrepreneur clients to focus on what they do best - run their business - and give them back their most precious asset - time!


Small Business Development Centers (SBDC) provide quality business assistance to small businesses at no cost! Our business advisors provide clarity and pathways to get businesses off the ground and push current businesses to their full potential. Learn more here:

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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration and a Grant with the Governor’s Office of Business and Economic Development. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA or the Governor’s Office of Business and Economic Development. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the California SBDC closest to you.