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QuickBooks Online (QBO) Foundations, Part 2 – POSTPONED

Tuesday, May 5, 2020


Please check back to our website periodically for updates on the rescheduling of this event.  We hope you remain safe during this challenging time.


Third in this 3-course series,
QBO Foundations, Part 2 explores practical navigation through QuickBooks Online using a live, multimedia demo of the system and is a sequel to Part 1. You will learn how to manage accrual accounting transactions for both accounts receivable (money in) and accounts payable (money out). Covered topics include adding customers, creating invoices, receiving payments, and posting deposits for accounts receivable. For accounts payable it covers adding vendors, creating bills, paying bills by check or ACH, vendor credits, and more. Information on banking integration with QuickBooks Online and reconciliations will also be covered.

Pre-Requisite: QuickBooks Online Foundations, Part 1

Required equipment: Laptop computer (Windows or Mac with the minimum
operating system requirement requirements*).

*Computer requirements:
• Windows PC: Windows 7 or newer, Intel Core i5 or comparable processor (2015 or
newer) with at least 4 GB of RAM. Note: You need Adobe Reader 11.0 or higher to
print forms.
• Mac: OS X “Panther” 10.13 or newer.
• Internet connection: 3 Mbps or higher.
• Internet browser: Google Chrome is recommended for optimal operation


  • $199 for QuickBooks Online (QBO) Foundations, Part 2 only (May 5)
  • $229 for QuickBooks Online (QBO) Foundations, Parts 1 and 2 (April 29 and May 5)
  • $249 for both QuickBooks classes (parts 1 and 2) AND the Recordkeeping and Bookkeeping for Small Business class offered on April 22

About the Instructor:

Ellen Martin, BS—Business Management, MS—Nonprofit Management and Philanthropy,
CVSBDC and Business Advisor. Ellen’s background meshes multi-faceted for-profit and not-for-profit business experience. She employs holistic and strategic thinking to advance organizational missions. Her 25-year career has encompassed private sector, higher education, voluntary sector, start-up, and entrepreneurial pursuits. Ellen is Founder and Principal of Octavo LLC and is a Certified QuickBooks ProAdvisor.

Octavo LLC is a woman-owned consulting business based in Charlottesville, Virginia;
though the business’s service range extends far beyond central Virginia. The company
serves both not-for-profit and for-profit entities. Octavo identifies and addresses—through
best practices—points of stagnation, gaps in infrastructure, and operational inefficiencies
in administrative systems so that budding businesses can grow and thrive. The company
also provides ongoing bookkeeping, payroll, and customer/donor data management.

Date: Tuesday, May 5, 2020

Time: 9:00 am - 1:00 pm


Citizens Commonwealth Center
Preston & Ridge-McIntire
Charlottesville VA 22901


Registration closed for this event.

Call (434) 979-5610