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
    • Shortcuts
  • 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.

Sign Up