QBO (QuickBooks Online) Training
Our training is conducted live, 1-on-1, via Zoom video conference software. Attendee needs to at a computer with Zoom (free version is fine) installed for the session. Each session is about 1 hour in duration. The training is designed to work through real, active company data, so that you’re learning and getting real work done at the same time. A practice file can be utilized for many of the lessons if you prefer.
Our most common structured 1-on-1 training sessions are shown below, however we can provide customized training on any function of QBO.
Price for the structured courses below are $199* per session for the first attendee. We offer a 15% discount for each additional attendee that is employed at the same company. Payment is required in advance to confirm the session appointment.
Cancellation Policy: A minimum charge of 5%. No refund for cancellation within 48 hours of appointment time, or attendee is not present at the start time of meeting.
*Price does not include applicable sales tax. An additional amount for sales tax applies if attendee(s) are located in South Dakota.
- Cloud-based document control & filing system structure best practices.
(1 session) Schedule Now
*prerequisite for all other training.Discussion: Learn about record keeping best practices.
Walk-thru: Installing and setting up Dropbox, creating the folder structure.
Tips & Tricks: Creating the ideal folder structure for workflow efficiency and you where you left off in your process.
* This is required so that we are able to work together remotely using the same source documents. You will find this invaluable though and hopefully continue to use it after training. - QBO new account purchase.
(1 session) Schedule Now
Discussion: Learn about the considerations for QBO subscription choices.
Walk-thru: Subscription purchase, and initial selections to establish a company file. (No feeds or COA set-up included) - Considerations for creating a new QBO file for an existing company.
(up to 2 sessions) Schedule Now
Discussion: Learn about the considerations of methods for dealing with historic data so that the new company properly ties in to the last period’s financials given the option selected for the detail level of historic data within the new file.
Walk-thru: No walk thu included. This usually involves a lot of detailed work for which a separate engagement would be required.
Tips & Tricks: How to reflect open invoices, open bills, and uncleared checks in the old company file into the new company file. - Chart of Accounts.
(1 session) Schedule Now
Discussion: Learn about the chart of accounts. Guidance for selecting the appropriate accounts and the quantity of accounts for your business.
Walk thru: Adding new accounts and removing unneeded accounts as time permits.
Tips & Tricks: Discussion of the best practice for accounting of credit card accounts and their transactions. - Bank Feeds – Level 1 – Connecting & Bringing in the Right Amount of Data
(1 session) Schedule Now
Discussion: Learn about the considerations and best practices for bringing in historic data. (1 session)
Walk thru: Connecting an account to Bank Feeds (additional accounts as time permits).
Tips & Tricks: Options for bringing in historic data that feeds won’t pull in from the bank. - Bank Feeds – Level 2 – Properly Processing Bank Feed Transactions
(1 session) Schedule Now
Discussion: Learn how Bank Feeds work and the best practices workflow of processing the bank feed transactions.
Walk thru: Processing transactions (quantity as time permits).
Tips & Tricks: How to avoid common mistakes and gotchas that quickly pollute the accounting. - Bank Feeds – Level 3 – Advanced Bank Feeds
(1 session) Schedule Now
Discussion: Learn advanced time-saving features of Bank Feeds
Walk thru: Setting up rules, fixing improperly matched transactions, dealing with extraneous transactions.
Tips & Tricks: A better way to set up rules so that they match more accurately. - Checks, Expenses, and Bills – Best practices.
(1 session) Schedule Now
Discussion: Learn the difference between these transaction types, when you would use each, and why. How & when to edit, delete, & void.
Walk thru: Manually enter at least one of each transaction (more if time permits), find it in the appropriate register, report, and vendor record.
Tips & Tricks: How to eliminate the error from double-entry. - Vendors & Accounts Payable – Advanced best practices.
(1 session) Schedule Now
Discussion: Learn how to automate recurring expenses, issue vendor credits, and manage accounts payable.
Walk thru: More on the Vendor Center, Create & Apply Vendor Credits, Setting up the printing of checks, and Accounts payable reporting.
Tips & Tricks: How dates really matter on vendor credits. A better way to pay. - Sales Receipts, Invoicing, Customer Payments, & Bank Deposits – Best practices.
(1 session) Schedule Now
Discussion: Learn the difference between these transaction types, when you would use each, and why. How & when to edit, delete, & void.
Walk thru: Manually enter at least one of each transaction (no sales tax), find it in the appropriate register, report, and customer record.
Tips & Tricks: Workaround for bank deposits to reconcile properly when more than one payment is deposited. - Accounts Receivable – Advanced best practices.
(1 session) Schedule Now
Discussion: Learn how to automate recurring sales, issue customer credits, and manage accounts receivable.
Walk thru: More on the Customer Center, Discounts, Create & Apply Credit Memo, Accounts receivable reporting, and statement generation.
Tips & Tricks: How dates really matter on customer credits. A better way to get paid. - Sales Tax Basics
(up to 2 sessions) Schedule Now
Discussion: Learn about the basics of Sales Tax setup, item selection & mapping, and how sales tax is calculated.
Walk thru: Setting up sales tax module, setting up items, creating an invoice that calculates sales tax.
Tips & Tricks: Reporting for sales tax returns and a work around for QBO’s limitations for cash basis reporting. - Bank & Credit Card Reconciliations
(1 session) Schedule Now
Discussion: Learn what a reconciliation is and the purpose for doing it monthly.
Walk thru: Performing a reconciliation on an account (additional accounts as time permits).
Requirements: all transactions for the account have already been entered through Bank Feeds.
Note: If the live account’s beginning balance does not match QBO’s, then one or more support sessions are required first at an additional price.
Tips & Tricks: How to get accounts to reconcile quicker, how to verify if a reconciliation is still valid.