Mastering Quickbooks Online – Hands-On Training

Are you using Quickbooks Online to do your bookkeeping?

Not sure if you have it set up correctly?

Not sure if you are using it right?

Want to know how to navigate it easier?

Perhaps you aren’t using all of the features you could be to save you time? Bank rules? Special tax groupings for meals? Not sure if your taxes are set up right? If you have the proper accounts? How to create invoices?

This full day hands-on workshop is guaranteed to help you gain confidence navigating and useing QBO so you can be sure you are using it efficiently and effectively. Bring your laptop to work in your QB Online account – this allows you to work “live” and have your questions answered during training.

We will:

Check that your account settings are set up properly

You have a effective list of accounts to ensure you can produce accurate reports

You have an effective products/services list that aids in invoicing and tracking expenses

Make sure your bank and credit card accounts are connected to download transactions that will make it easy for recording transactions, reconciling your accounts and automating repeated transcations.

How to set up and track third party apps like Square and PayPal

How to invoice effectively

How to receive payments accurately ensuring they agree to the deposits made to the bank

How to record bills, bill payments, cash payments, credit card payments, credits you have received from suppliers

This workshop includes

Training Guide – hard copy and PDF version

Access Video tutorials

Access to private Facebook Group for additional resources and ongoing support

One Wealthy Wednesday – this is a day (10:00 to 3:00) where you work on your books while being connected to me through Zoom to answer any questions that come up

Lunch – will include wraps and salads/vegetables

Maximum of 12 spots available – Reserve Your Spot Now