$350.00 USD

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How to Get The Most Out Quickbooks Online & Avoid Making Costly Mistakes

Join this course led by a former Quickbooks ProAdvisor and gain the skills to manage your finances and even empower yourself to manage client finances in the future.

You'll learn how to:

  • Avoid common mistakes and manage your books effectively. Identify and steer clear of costly errors while gaining the skills to maintain accurate records. 

  • Streamline invoicing & payments, and customize QuickBooks Online. Learn efficient methods to handle invoicing and payments, and discover how to tailor QuickBooks Online to your business needs, reducing errors and saving time.

  • Generate reports and understand each process with practical examples. You'll follow along with practical examples to visualize concepts in real time.

Ideal for:

  • Bookkeepers
  • Entrepreneurs (especially those who hire contractors, manage invoicing, and use credit cards)
  • Service-based professionals interested in improving their QBO skills.
Previous experience ranges from beginner to intermediate users, making it valuable for most skill levels.
 
Outline:
  • Initial Setup of company information, chart of accounts, and vendors/customers
  • Managing bank feeds and downloaded transactions
  • Reports function
  • Customer transaction cycle (from sale to deposit)
  • Vendor transaction cycle (from bill to payment)
  • Downloaded transactions/bank feeds
  • Common mistakes and how to avoid them
 
Note: This course focuses mainly on service-based businesses.
 
*Your purchase grants 6-week access.
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