Intro to QuickBooks Online for Bookkeepers

Introduction to QuickBooks Online for Bookkeepers

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Jump start your practice by learning how to use QuickBooks Online to build a virtual bookkeeping practice

A perfect course for someone just starting out and building their own virtual bookkeeping practice. This master course will be held in a private Facebook group, where I will be present and train you on how to build a bookkeeping practice around QuickBooks Online. The goal is to help you become efficient in QuickBooks Online and understand how you can utilize it to provide bookkeeping services to your clients effectively. You’ll have access to 6 training sessions, checklists to use in your practice, access to me for open q&a, and a community to connect with and learn from.

Special note: Sessions are pre-recorded and uploaded to the Facebook group to space out the training and not overwhelm you!

If you’d like to purchase a lesson separately, we have included links to those courses below.


Lesson 1 – What is a Virtual Bookkeeper? (Purchase Separately)

  • What is Bookkeeping?
  • Common Services
  • What a Virtual Bookkeeper Doesn’t Do

Lesson 2 – Navigating QuickBooks Online

  • The Dashboard
  • User Experience Consistencies
  • Customers
  • Vendors
  • Employees

Lesson 3 – The Different Versions of QuickBooks Online

  • Simple Start
  • Essentials
  • Plus
  • Self-employed
  • Advanced

Lesson 4 – Your Practice in QuickBooks Online (QBO Accountant)

  • Listing of Clients
  • Your Team
  • ProAdvisor Information
  • Work
  • Apps
  • Setting Up a New Client

Lesson 5 – Customizing QBO with Company Settings

  • Main Company Settings
  • Sales Settings
  • Expense Settings
  • Payment Settings
  • Advanced Settings

Lesson 6 – The Ins and Outs of Bank Feeds (Purchase Separately)

  • Connecting Bank Accounts
  • Bank Feed Layout
  • Fixing Errors
  • Utilizing Bank Rules

Lesson 7 – QBO Tools & Tips for Bookkeepers (Purchase Separately)

  • Report Tools
  • Reclassify Transactions
  • Write-off Invoices
  • Shortcuts

Lesson 8 – The Sales Workflow

  • Products & Services
  • Billable Expenses & Charges
  • Estimates
  • Invoices
  • Payments
  • Deposits
  • Sale Receipts
  • Recurring Transactions
  • Refunds
  • Progress Invoicing
  • Writing Off Invoices
  • Common Issues

Lesson 9 – The Expense Workflow

  • Purchase Orders
  • Bills
  • Payments
  • Matching in the Bank Feed
  • Expenses
  • Price Rules
  • Common Issues

Lesson 10 – Reconciliations & Month End (A short overview of our Month End Course)

  • Reconciliations
  • Phases of Month End

Lesson 11 – QuickBooks Online Reports

  • Types of Reports in QBO
  • Customizing Reports
  • QBO’s Management Reports
  • Business Performance