QuickBooks is a powerful tool, yet for many business owners, it feels overwhelming, confusing, or underutilized. This three-part webinar series helps business owners understand how QuickBooks works, how to use it effectively, and how to rely on its data to make informed financial decisions.
Whether you are new to QuickBooks or using it without fully understanding what your numbers are telling you, this series will walk you step-by-step through the essentials. We begin with the foundations of bookkeeping, including how financial data flows through your business and why the Chart of Accounts is the backbone of accurate reporting. From there, we move into proper QuickBooks setup, covering key configurations that impact clarity, organization, and decision-making. Finally, we focus on generating and interpreting reports so you can confidently understand your financial position and performance.
Across three sessions, you will learn how to:
• Understand core bookkeeping principles and financial terminology
• Structure and use your Chart of Accounts effectively
• Set up QuickBooks correctly for your business model
• Record and categorize transactions with confidence
• Avoid common errors that distort financial reports
• Generate reports that provide real insight
• Translate your numbers into smarter business decisions
This is not an accounting lecture. It is a practical, real-world series built for business owners who want clarity, control, and confidence in their financial systems.
Funding for this series has been contributed by the State University of New York.
The add-on video (QuickBooks Setup Tutorial: From Pricing Plan to Clean Chart of Accounts) mentioned by the presenter in Session 1 is displayed below the Session 1 video.
Resources
Presenter
Christy Dudgeon, President of SBC Consulting, brings more than 25 years of experience spanning startups, corporate environments, and executive leadership. Her background across sales, operations, and financial management allows her to bridge strategy with execution. She has guided businesses through critical growth stages and is known for restructuring operational and financial frameworks to improve efficiency, clarity, and performance. Christy is recognized for delivering practical, real-world guidance and translating foundational business and financial principles into clear, actionable strategies that help entrepreneurs build sustainable, scalable companies.
Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the speaker(s) and do not necessarily reflect the views of the SBA. Full funding disclosures are available at https://nysbdc.org/funding-disclosures.
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