Cover Image for Intro to Finance Essentials 01 and QuickBooks with AI
Cover Image for Intro to Finance Essentials 01 and QuickBooks with AI
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Intro to Finance Essentials 01 and QuickBooks with AI

Hosted by Westminster Center for Financial Wellness
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About Event

Our 8-week program designed for aspiring entrepreneurs to gain foundational skills in financial management, accounting, and business reporting with QuickBooks. (Free one-year QuickBooks subscription to practice if compelted)

Week 1 – June 24: Setting Up Your Balance Sheet

  • Introduction to financial statements

Week 2 – July 1: Balance Sheet & Income Statement

  • Analyze assets, liabilities, and equity

  • Understand revenue, expenses, and net income for business planning

Week 3 – July 8: Cash Flow Statement

  • Track cash inflows and outflows

  • Learn how cash management impacts business decisions

Week 4 – July 15: QuickBooks Setup

  • Configure Chart of Accounts

  • Add products, customers, and vendors for accurate record-keeping

Week 5 – July 22: Manage Bills & Generate Financial Reports

  • Record and pay bills

  • Generate key reports to track business performance

Week 6 – July 29: Invoicing & Review

  • Create and manage invoices

  • Review financial records and ensure accuracy

Week 7 – August 5: Final Exam

  • Demonstrate mastery of QuickBooks and basic business finance

Week 8 – August 12: Review & Celebration

  • Celebrate course completion and learning achievements

Location
2530 S 500 E
South Salt Lake, UT 84115, USA
South Salt Lake Community Center (formerly Columbus Center) There are two parking lots on 500 E and one on 400 E. Please park in the designated facility parking areas to avoid being towed.
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