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DTSTART:20260909T170000Z
DTEND:20260909T180000Z
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SUMMARY:Lunch & Learn\, Presented by Buena Vista University: QuickBooks Basics for Small Business Owners
DESCRIPTION:Lunch & Learn\, Presented by Buena Vista University\n\nQuickBooks Basics for Small Business Owners\nGetting Set Up\, Understanding the System & Knowing What to Check\n \n\nWhether you are just getting started with QuickBooks or have been using it for a while but aren't completely sure you are using it correctly\, this Lunch & Learn will walk you through the basics every small business owner should understand.\n\n \n\nWe'll take a practical look at the main areas of QuickBooks\, how they work together\, and what you should be reviewing on a regular basis to keep your books organized and useful.\n\n \n\nWhat We'll Cover\n\n \n\n\n \n Getting Started with QuickBooks\n\n Basic setup considerations and how your business activity flows through the system.\n \n \n Navigating QuickBooks\n\n Understanding the dashboard\, menus\, and the key areas you will use most often.\n \n \n Bank & Credit Card Connections\n\n How bank feeds work\, how to review incoming transactions\, and the difference between adding and matching transactions.\n \n \n Income & Expense Tracking\n\n How to categorize common business transactions and why consistent coding matters.\n \n \n Customers\, Invoicing & Payments\n\n How to create invoices\, record customer payments\, manage outstanding balances\, and understand Accounts Receivable.\n \n \n Bills & Vendors\n\n How to enter and track bills\, manage vendor activity\, and understand when to use Accounts Payable.\n \n \n Products & Services\n\n How these are used within QuickBooks and when they may be helpful for your business.\n \n \n Owner Transactions\n\n How to handle owner contributions\, draws\, reimbursements\, and personal expenses paid through the business.\n \n \n Reconciling Your Accounts\n\n What reconciliation means\, why it is important\, and how often it should be completed.\n \n \n Reports & What to Review\n\n An introduction to the Profit & Loss\, Balance Sheet\, Accounts Receivable\, Accounts Payable\, and other useful reports.\n \n \n Your Monthly QuickBooks Check-In\n\n What business owners should review each month to make sure their QuickBooks file stays current and accurate.\n \n \n Common QuickBooks Mistakes\n\n Simple mistakes that can create duplicate income\, incorrect balances\, or additional cleanup work later.\n \n\n\n \n\nWho Should Attend?\n\n \n\nThis session is designed for small business owners who:\n\n \n\n\n \n Are setting up QuickBooks for the first time\n \n \n Recently started using QuickBooks\n \n \n Enter or review their own bookkeeping\n \n \n Have QuickBooks but aren't sure what they should be checking\n \n \n Want to better understand how the different areas of QuickBooks work together\n \n \n Want cleaner\, more organized books throughout the year\n \n\n\n \n\nNo prior accounting or QuickBooks experience is required.\n\n \n\nWhat You'll Walk Away With\n\n \n\nA better understanding of how QuickBooks is organized\, how to use its primary features\, what you should be reviewing regularly\, and when it may be time to ask your accountant or bookkeeper for help.\n\n\nLunch provided by: \n\nTime: 12:00 - 1:00pm\n\nLocation: Urbandale Chamber of Commerce\n\nFee: $29 includes lunch & class access (via Chamber)\n\n\n\nSpace is limited reserve your seat and learn how to lighten your load\, inside and out.\n\n\n\nMeet our presenter: April Pannell\n\n\n\nApril Pannell is the Founder and CEO of AKW Financial\, bringing more than 20 years of experience in accounting\, finance\, and business management. Before founding AKW Financial\, she held senior leadership roles in accounting and finance\, including Corporate Controller and Chief Financial Officer. Throughout her career\, she has led financial operations\, developed and executed financial strategy\, and supported businesses through growth and change.\n\n \n\nThrough AKW Financial\, April works with small business owners across industries including technology\, healthcare\, retail\, construction\, and manufacturing. She founded the firm to give business owners access to the financial expertise and support they need to better understand their numbers\, strengthen their financial processes\, and make confident decisions.\n\n \n\nA graduate of American International College with a Bachelor of Science in Accounting\, April graduated Magna Cum Laude and was recognized as the Accounting Major Senior of the Year. Her experience working directly with businesses and their financial systems has given her a strong understanding of the challenges small business owners face and the tools that can make managing finances easier.
X-ALT-DESC;FMTTYPE=text/html:Lunch &\; Learn\, Presented by Buena Vista University
\nQuickBooks Basics for Small Business Owners\nGetting Set Up\, Understanding the System &\; Knowing What to Check
\n \;\n\nWhether you are just getting started with QuickBooks or have been using it for a while but aren&rsquo\;t completely sure you are using it correctly\, this Lunch &\; Learn will walk you through the basics every small business owner should understand.
\n\n \;
\n\nWe&rsquo\;ll take a practical look at the main areas of QuickBooks\, how they work together\, and what you should be reviewing on a regular basis to keep your books organized and useful.
\n\n \;
\n\nWhat We&rsquo\;ll Cover
\n\n \;
\n\n\n - \n
Getting Started with QuickBooks
\n Basic setup considerations and how your business activity flows through the system.
\n \n - \n
Navigating QuickBooks
\n Understanding the dashboard\, menus\, and the key areas you will use most often.
\n \n - \n
Bank &\; Credit Card Connections
\n How bank feeds work\, how to review incoming transactions\, and the difference between adding and matching transactions.
\n \n - \n
Income &\; Expense Tracking
\n How to categorize common business transactions and why consistent coding matters.
\n \n - \n
Customers\, Invoicing &\; Payments
\n How to create invoices\, record customer payments\, manage outstanding balances\, and understand Accounts Receivable.
\n \n - \n
Bills &\; Vendors
\n How to enter and track bills\, manage vendor activity\, and understand when to use Accounts Payable.
\n \n - \n
Products &\; Services
\n How these are used within QuickBooks and when they may be helpful for your business.
\n \n - \n
Owner Transactions
\n How to handle owner contributions\, draws\, reimbursements\, and personal expenses paid through the business.
\n \n - \n
Reconciling Your Accounts
\n What reconciliation means\, why it is important\, and how often it should be completed.
\n \n - \n
Reports &\; What to Review
\n An introduction to the Profit &\; Loss\, Balance Sheet\, Accounts Receivable\, Accounts Payable\, and other useful reports.
\n \n - \n
Your Monthly QuickBooks Check-In
\n What business owners should review each month to make sure their QuickBooks file stays current and accurate.
\n \n - \n
Common QuickBooks Mistakes
\n Simple mistakes that can create duplicate income\, incorrect balances\, or additional cleanup work later.
\n \n
\n\n \;
\n\nWho Should Attend?
\n\n \;
\n\nThis session is designed for small business owners who:
\n\n \;
\n\n\n - \n
Are setting up QuickBooks for the first time
\n \n - \n
Recently started using QuickBooks
\n \n - \n
Enter or review their own bookkeeping
\n \n - \n
Have QuickBooks but aren&rsquo\;t sure what they should be checking
\n \n - \n
Want to better understand how the different areas of QuickBooks work together
\n \n - \n
Want cleaner\, more organized books throughout the year
\n \n
\n\n \;
\n\nNo prior accounting or QuickBooks experience is required.
\n\n \;
\n\nWhat You&rsquo\;ll Walk Away With
\n\n \;
\n\nA better understanding of how QuickBooks is organized\, how to use its primary features\, what you should be reviewing regularly\, and when it may be time to ask your accountant or bookkeeper for help.
\n
\nLunch provided by: \;
\nTime: \;12:00 - 1:00pm
\nLocation: \;Urbandale Chamber of Commerce
\nFee: $29 &ndash\; includes lunch &\; class access (via Chamber)
\n
\nSpace is limited&mdash\;reserve your seat and learn how to lighten your load\, inside and out.
\n
\nMeet our presenter: April Pannell\n\n
\nApril Pannell is the Founder and CEO of AKW Financial\, bringing more than 20 years of experience in accounting\, finance\, and business management. Before founding AKW Financial\, she held senior leadership roles in accounting and finance\, including
Corporate Controller and Chief Financial Officer. Throughout her career\, she has led financial operations\, developed and executed financial strategy\, and supported businesses through growth and change.
\;
\n\nThrough AKW Financial\, April works with small business owners across industries including technology\, healthcare\, retail\, construction\, and manufacturing. She founded the firm to give business owners access to the financial expertise and support they need to better understand their numbers\, strengthen their financial processes\, and make confident decisions.
\n\n \;
\n\nA graduate of American International College with a Bachelor of Science in Accounting\, April graduated Magna Cum Laude and was recognized as the Accounting Major Senior of the Year. Her experience working directly with businesses and their financial systems has given her a strong understanding of the challenges small business owners face and the tools that can make managing finances easier.
\n
\n \;
LOCATION:Urbandale Chamber of Commerce Aisha R. Syed Board Room REALTOR | Iowa Realty 2830 100th St.\, Suite 110\,Urbandale\, IA 50322
UID:e.2620.1557644
SEQUENCE:3
DTSTAMP:20260826T211955Z
URL:https://members.dsmpartnership.com/events/details/lunch-learn-presented-by-buena-vista-university-quickbooks-basics-for-small-business-owners-09-09-2026-1557644
END:VEVENT
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