Advanced Certified and Elite QuickBooks ProAdvisors

Our QuickBooks training for small businesses is a comprehensive program designed to empower you with the skills and knowledge needed to effectively use QuickBooks for managing your financial operations. 

We offer customized two hour training sessions (remote $450, in person $500+) to do a deep dive on any training or troubleshooting in QuickBooks Desktop or Online.  

The training covers things like: 

1. Navigating QuickBooks: Understanding the software's interface, menus, and navigation tools.
2. Company Setup: Creating and customizing your company profile, including contact information, logo, and preferences.
3. Chart of Accounts: Learning how to set up and manage different account categories for accurate financial tracking.
4. Entering Transactions: Adding income and expenses, recording sales and purchases, and managing accounts receivable and accounts payable.
5. Invoicing and Payments: Creating and sending professional invoices, receiving payments, and tracking receivables.
6. Bank Reconciliation: Balancing your bank and credit card accounts in QuickBooks with your actual bank statements.
7. Expense Tracking: Managing business expenses, categorizing them accurately, and attaching receipts.
8. Payroll Processing: If applicable, understanding how to set up and process employee salaries and payroll taxes.
9. Sales Tax: Setting up and managing sales tax rates, collecting and remitting sales tax, and generating related reports.
10. Financial Reporting: Learning to generate and interpret various financial reports, such as profit and loss statements, balance sheets, and cash flow reports.
11. Customization: Exploring how to customize invoice templates, financial reports, and other forms to match your brand.
12. Data Import and Export: Importing data from other systems and exporting data for analysis or sharing with accountants.
13. Integration with Apps: Exploring third-party app integrations to enhance QuickBooks functionality.
14. User Permissions: Managing user access and permissions to control who can view and modify different areas of QuickBooks.
15. Troubleshooting: Addressing common issues, error messages, and resolving discrepancies.
16. Best Practices: Learning time-saving tips, tricks, and best practices to maximize efficiency.
17. Q&A and Support: Having the opportunity to ask questions, clarify doubts, and receive ongoing support.

A Custom QuickBooks Online setup typically includes tailored configuration of your accounting software to align with your specific business needs. 

This may encompass:

1. Company Profile: Setting up your business information, logo, and contact details.
2. Chart of Accounts: Customizing account categories to match your industry, ensuring accurate financial tracking.
3. Products and Services: Adding your products or services to streamline invoicing and inventory management.
4. Bank and Credit Card Feeds: Integrating your bank and credit card accounts for seamless transaction syncing.
5. Invoice Templates: Designing branded and professional invoice layouts for client communication.
6. Sales Tax Setup: Configuring accurate sales tax rates based on your location and compliance requirements.
7. Expense Categories: Creating expense categories that reflect your business expenses for better expense tracking.
8. User Access: Setting up user roles and permissions to control access to sensitive financial data.
9. Bank Reconciliation: Guiding you through reconciling bank statements with your QuickBooks records.
10. Integration with Apps: Connecting and configuring third-party apps to extend QuickBooks functionality.
11. Payroll Setup: Configuring payroll settings and employee details for accurate salary processing.
12. Financial Reports: Customizing reports to provide insights into your business's financial health.
13. Initial Data Migration: Transferring data from your previous accounting system to QuickBooks Online.
14. Training: Providing training sessions to help you navigate and effectively use QuickBooks Online.
15. Ongoing Support: Offering post-setup assistance and support as you use the software.

Overall, a Custom Setup for QuickBooks Online ensures that your accounting system is optimized to suit your unique business operations and reporting requirements.

Setups start at $350.

To get started, schedule a free introductory call with us today!