Thank you for being a QBOchat Scholar. Below you will see several different “lessons” with resources for you.

These lessons will include recordings of all of our meetings. You’ll also see one lesson filled with resources available to you as a member. Finally, there is a lesson where you can schedule time with me personally for a zoom call. These calls must be scheduled 48 hours ahead of time, so they are meant more as guidance or practice support sessions. If you need help with an immediate accounting or QBO question, post it in the Facebook Group or the Slack Group.

I’m also always open to feedback or suggestions for upcoming webinar trainings. Please feel free to message me with any of these.


January 23, 2020 Meeting

Length: 60 minutes

January QBO Updates: ProAdvisor Support, Adding 3rd Party Apps, Cash Flow Center, Accountant Toolbox, Online Backup Changes, Cash Flow Dashboard
The Cleanup Process: Where to Start, Creating a Checklist, Diagnosing the Books, Clearing Accounts, Cleanup Accounts

December 19, 2019 Meeting

Length: 35 minutes

Hubdoc Overview
Receipt Bank Overview
AutoEntry Overview
December QBO Updates: Tsheets Elite, QB Payments, Training Resources, Tax Tab in QB Self-Employed, QBO New Payroll Lineup

December 13, 2019 Meeting

Length: 60 minutes

Recap of QBOchat Scholar Program
QBO Updates – Create button moved, Business Performance Dashboard, Pay Down Credit Card, Previous Year-to-Date on report options
QB Report Customizations
Apps – Zapier