Our QuickBooks Online course is intended to help the business owner establish a strong financial foundation using QuickBooks® Online as a bookkeeping, business management, and cash flow-building tool. The material provides action steps, in order, for establishing bookkeeping best practices and ensuring accurate financial information.

By the end of this course, you’ll not only have a working knowledge of QuickBooks Online, but you'll also develop a strong knowledge base of how to use QuickBooks reports to manage a business and build cash flow.

Mastery Level

Lessons

Hours of Coursework

Are you intimidated by a lack of understanding of financial data? No worries, this training is the first step to gaining an in-depth understanding of what YOUR numbers mean.

You’ll learn how to automatically import transactions from your bank, and view real-time bank balances right in QuickBooks Online.

You’ll have a real-time snapshot of YOUR business’s financial health, giving insight into its performance, operations, and cash flow.

We’ll provide you with plenty of tips tricks and workarounds so that you can get things done in QuickBooks Online

And I struggled when I started as a small business owner. Then just as I became profitable, I got

hammered with taxes.

I knew there had to be a better way to run my business.

And when I discovered the secret, I wanted to share it with others. So, I built a firm that solves the

biggest problem facing small business owners — money management.

For the past 20 years, my team and I have helped hundreds of small business owners like you maximize their profits with our Tax Operating System.

In fact, our clients have saved more than $3.2 million in taxes.

One of them even experienced 456% year-over-year growth.

So if you’re frustrated with your business — you’re not alone. We’ve all been there at one point,

worried that we’re not making enough cash to cover operating expenses or even make payroll.

That's why it's critical to keep a set of clean books if you want to reach your tax, financial, and business targets faster.

QuickBooks accounting software can help, and I will introduce you to the software so you can successfully use it and access real-time information.

Let's get to work.

Welcome! I’ll introduce myself and give you a brief summary of what you can expect from this course.

LENGTH: .25 HOUR

We’ll follow the journey of a small business owner and discuss some best practices to get you up and running fast with QuickBooks Online

LENGTH: 1 HOUR

You'll learn how to use additional features, choose the right subscription for your business, set up a company file, and how to navigate using QuickBooks Online.

LENGTH: 1 HOUR

Now we’ll be setting up the books! In this lesson, you learn how to manage account and settings default preferences, set up and manage users, import your lists. set up and use the chart of accounts, and how it connects to all transactions.

LENGTH: 1 HOUR

It's time to start selling your products and services in QuickBooks Online. In this section, we'll show you how to set up, manage, determine the correct product and service types, and how to review products and services reports.

LENGTH: 1 HOUR

In this section, I'll show you how to "automate" nearly all of the transactions in QuickBooks by connecting your bank accounts. Then I'll show you how to post transactions and reconcile your accounts.

LENGTH: 1 HOUR

Financial reports provide an insightful snapshot of a company's financial health, shedding light on its operations and cash flow. They are essential for business owners and are designed to make understanding finance simpler. I'll show you exactly which reports every business owner should study.

LENGTH: 1 HOUR

In this section, you'll implement a best practice accounts payable policy that consists of entering bill amounts as they come in and editing payment due dates to extend payables and prevent late fees. We'll also show you how to track contractor and 1099 information, generate checks and expenses, and how to view accounts payable reports.

LENGTH: 1 HOUR

In this section, we'll discuss some best practices when billing your clients. How to send all invoices with a pay now link to speed the payment process and boost customer balance tracking. Then I'll show you how to create transactions in the Customer Center. Finally, we'll look at the difference between sales receipts & invoices.

Oh and I'll explain how the infamous Undeposited Funds account works in QuickBooks online and why it's so important.

LENGTH: 1 HOUR

This workbook includes everything we’ll be going over in our lessons, plus a dozen practice songs and plenty of space to take notes.

Connect with Certified QuickBooks Expert Jemel Smith and get all of your questions answered in a one-to-one session.

I'm so confident that this course will make you a better QuickBooks user that I'm giving you a no-risk guarantee for simply giving it a try. If you don't think that the lessons are working out for you, simply request a full refund. no questions asked.