On the Menu: QuickBooks Online 101

QuickBooks Online is a subscription-based accounting software that most start-ups and established businesses use for bookkeeping, payroll, invoicing, sales tax and other financial management purposes.

In this upcoming On The Menu session, Adi Mahajan, a Certified Public Accountant at Tax and QB Guru will be demonstrating a few important activities that businesses can use in QuickBooks Online. The activities that will be covered include:

1. Setting up a chart of accounts, customized to the nature of business

2. Connecting a bank account in QuickBooks

3. Invoicing

4. Recording payments

5. Reading financial reports – profit and loss & balance sheet

We will be sure to leave time for all possible questions you may have regarding your respective QuickBooks Online account.

In an effort to keep this event accessible, we will be offering a hybrid experience for participants. When checking out, be mindful to select between an “In-Person Ticket” and a “Zoom Ticket”. For those attending in person, we will be providing a safe, sanitized space. For those not located in NC or remaining cautious, we welcome you to join us over zoom.

Game Plan

11:30am | Virtual | Doors to the waiting room open

11:30am | In-Person | Registration opens & lunch is available

12:00pm | Event begins

1:00pm | Go on back to work!

Our Session Leader

Adi Mahajan is a licensed Certified Public Accountant in the state of North Carolina and New York with close to 6 years of banking experience and more than 5 years of public accounting experience. Adi has gained extensive experience working with start-ups and small to medium sized businesses, helping them navigate the tax and accounting aspects of their business. Adi is an expert in QuickBooks Online, one of the most used accounting software platforms by new and established small businesses, offering bookkeeping, payroll, A/R, A/P and sales tax services. He currently heads tax and accounting vertical at Tax and QB Guru and is focused on increasing the engagement with start-up communities. Adi is a Frontier RTP tenant as he recently opened an office in the 800 Building.

What’s On The Menu?

At Frontier RTP, we are constantly growing, and hope you will come along for the ride! We developed On the Menu as a way of helping you and your business grow to the next level, whatever that next level may be.

Each month, we offer a lunchtime workshop on a special topic related to small businesses or startups. On the Menu is taught by a diverse group of experts from around the Triangle (some of whom started their business here at Frontier RTP!) in a small group setting.

Our hope is that these workshops will not only be rich in content, but spark dialogue, start relationships, and make your lunch break meaningful. Did we mention there will be food? For those joining us in-person, there will be a free lunch available. If you are joining us virtually, we invite you to bring your lunch to the Zoom. No shame in eating with your camera on!

We want you to easily access our events and webinars. Feel free to reach out to us with accommodation requests at programming@rtp.org and we’ll do our best to facilitate.

Note: By registering and participating in this event, you consent to the recording of your likeness, image, and/or voice and authorize Frontier RTP to use photographs, video, and audio recordings containing your likeness, image, and/or voice in any medium for any purpose.