Intro to QuickBooks Online for Bookkeepers
Jump start your practice by learning how to use QuickBooks Online to build a virtual bookkeeping practice
Many of you know that QBO has been my passion for years and I’ve wanted to help other bookkeepers and accountants fall in love like I have. This class will do just that!
This course is for bookkeepers that are new to QBO and want to build a practice around it. I’ll walk you through all the awesome features and real-world examples of how you can use QBO to build a profitable virtual bookkeeping practice.
Live training sessions are approximately an hour each and will be held twice a week at 1PM Eastern. Actual dates below. The last week of the course will actually be for open Q&A and to review any areas that need some extra attention, as requested.
Session dates for the Jan 8th course: 1/8, 1/10, 1/15, 1/17, 1/22, 1/24
Session dates for the Apr 9th course: 4/9, 4/11, 4/16, 4/18, 4/23, 4/25
- QuickBooks Online and Virtual Bookkeepers
- Overview of common services
- What a virtual bookkeeper doesn't do
- Navigating QBO
- Understanding the different version
- Ideal QBO customers
- Customizing QBO for Your Clients
- Understanding user settings
- Company settings
- How apps expand QBO
- Ultimate Efficiency with Bank Feeds
- Connecting bank accounts
- Bank feed layout
- Fixing errors
- Utilizing bank rules
- Accountant Tools
- Report tools
- Reconciliation tools
- More QBOA tools
- Preferred Workflows
- Sales workflows
- Expense workflows
- Fixing common issues
- Month End Close & Reporting
- Month end close phases
- Month end close processes
- Reproting options for your clients
You get all of this for just $297! Have you ever heard of such an immersive training for that low of a price? I wanted to make sure this was something attainable for any ProAdvisor and I know this is a steal for everything you'll be getting.
Register today and you'll get early access to the Facebook group.