Understanding how business clients track their money makes everyday banking operations clearer and smoother.
This workshop offers a practical, foundational look at how small businesses manage their books using QuickBooks Online. This course walks you through the essential setup and day-to-day transaction workflows, while teaching you how to generate and read core financial reports. By understanding how cash flow flows through QuickBooks, you'll gain the confidence to answer client questions accurately, recognize operational needs, and seamlessly connect clients with your bank's specialized business services.
Navigate Core Setup: Set up and evaluate a client’s Chart of Accounts, transaction workflows, invoicing, payroll, and vendor management
Audit Financial Statements: Generate and analyze Profit & Loss statements, Balance Sheets, and Cash Flow reports to catch misclassifications, hidden debt, or common recording errors
Reconcile Accounts to Statements: Perform step-by-step account reconciliations using official bank statements to verify balances and catch discrepancies
PROGRAM DETAILS
Wednesday, September 9, 2026 1:00 PM to 5:00 PM
Cost: $200.00
UGA SBDC Augusta Conference Room
2907 Professional Parkway
Augusta, GA
30907
PROGRAM INSTRUCTORS
Rebecca Mixson
After becoming a dynamic and visionary business consultant, Rebecca now serves as Area Director for the UGA SBDC Augusta office. Since joining in 2014 as a Program Coordinator, she has advanced into leadership while building extensive experience across strategy, marketing, human resources, and staff development. Rebecca partners with both aspiring and established entrepreneurs to assess opportunities, guide strategic planning, and support sustainable growth. With a strong background in business, retail, and education, she delivers practical insights and actionable strategies that empower clients to achieve long-term success.
The UGA Small Business Development Center is a Public Service and Outreach unit of the University of Georgia. This program is funded through a cooperative agreement with the U.S. Small Business Administration and is supported by federal taxpayer funds. Our federal funding disclosure can be found at www.georgiasbdc.org.
By registering, I certify that I am legally authorized to receive services funded by U.S. taxpayer dollars, in accordance with applicable federal law and regulations. All programs are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.
Hosting Center: UGA Small Business Development Center in Augusta
Contact Shelby Carl at scarl@georgiasbdc.org or call 706-650-5655
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