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 as 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.


  • 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
    • Shortcuts
  • Preferred Workflows
    • Sales workflows
    • Expense workflows
    • Fixing common issues
  • Month End Close & Reporting
    • Month end close phases
    • Month end close processes
    • Reporting options for your clients

Upcoming Courses

Intro to QBO Master Course 4/9/19-5/3/19

April 9 - May 3
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