This is the fourth in a series of workshops that will assure accurate financial management to keep your business profitable.

Prerequisite: Financial Reporting 101

Learn how to set-up your QuickBooks company account via a presentation seminar, and take-home handouts.

…Learn how to setup your Company Profile and Preferences

…Learn how to setup your Bank

…Learn how to setup your General Ledger

…Learn how to set up Customer or Jobs

…Learn how to set up Classes

Registration Fee: $35

 This is an interactive workshop for which we encourage your participation.

About the Presenter: Quincy Yu is a graduate of the Stanford MBA program and SCORE SF Mentor specializes in assisting start-ups and clients with turnaround and high-growth challenges. As an entrepreneur who has experience in both corporate and start-up environments, she is an expert in all facets of a company's operations; finance, operations, marketing and supply chain management.

SCORE would like to thank the following businesses for their sponsorship of the 2024 SF Small Businesses Gala: Platinum level The Bank of San Francisco; Silver level Umpqua Bank; and Bronze level Capital Access, Fremont Bank, and TMC Financing.

Workshop Refund Policy: Refunds can be granted prior to workshop or if the workshop is cancelled. No refunds or access to class material after workshop is held. A credit can be given for a future workshop. Please email admin@sfscore.org for assistance.