The DIY Bookkeeper's dream come true. No more sorting through countless posts or YouTube videos for basic QBO setup information. You’re a phenomenal business owner, and we will not let you be bested by QuickBooks. QBO Basics will help you skip the heartache with all the easy-to-follow QuickBooks support you need in one place.
“As an overwhelmed business manager juggling all aspects of my small business, I didn't even know what I didn't know about bookkeeping and QuickBooks.
Despite her deep expertise, she knows how to break things down clearly, and she genuinely cares about positioning you for success.”
Imagine If You Could...
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Hit the ground running with QBO without frustration or confusion
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Find clear answers to your basic QBO questions
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Feel confident you are managing your business finances correctly from the start
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Understand how to troubleshoot common software issues in QBO
Course curriculum
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1
Welcome to QuickBooks Online Basics!
- Intro to the Course and Course Creator Jessica Blasingame
- Course Guide
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2
Module 1 - Sit Down and Set Up
- QBO Tour - Get the Lay of the Land FREE PREVIEW
- Connecting Bank Accounts and Credit Cards to QBO
- Customizing QBO Settings for Your Business
- How to Add Users to Your Account
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3
Module 2 - Customizing Accounts for Your Business
- Overview of the Chart of Accounts
- Adding and Deleting Accounts
- Creating Income Accounts
- Customizing Your Cost of Goods Sold Accounts (Product Businesses)
- Customizing Your Cost of Services Accounts (Service Businesses)
- Creating Expense Accounts
- Additional Accounts You May Need
- Quick Add of Accounts
- Get Set Up to Pay Yourself – LLC, Sole Prop, Partnership
- Get Set Up to Pay Yourself – S Corp and C Corp
- Setting Up Previous Balances
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4
Module 3 - The Bank Feed: Where the Magic Happens
- Banking Center Overview FREE PREVIEW
- Categorizing Transactions in the Bank Feed - Part 1
- Categorizing Transactions in the Bank Feed - Part 2
- Creating and Matching Transactions
- What You Need to Know About the Bank Register
- Troubleshooting Using the Bank Register
- Manually Adding Transactions
- Transfers from One QBO Account to Another
- Automating Your Bank Feed with Rules
- Be More Efficient with the Bulk Feature (Accept, Exclude, Undo)
- Splitting Transactions Between Multiple Accounts
- Disconnecting a Bank or Credit Card Account
- Automating Recurring Transactions
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5
Module 4 - Reconciling for Peace of Mind
- What is Reconciling and Why Is It Necessary FREE PREVIEW
- Reconciling Your Accounts
- Troubleshooting - Extra Items in Your Reconciliation
- Troubleshooting - When Items Are Missing From Your Reconciliation
- Troubleshooting - Receiving the Beginning Balance Error Message
- Skip a Step and Use the "View Statements" Feature
- Manually Uploading Bank Transactions
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6
Module 5 - What Does It All Mean: Understanding Your Reports
- Reporting Center Overview
- Intro to the Profit & Loss Report FREE PREVIEW
- Diving into the Details of the Profit & Loss Report
- Profit and Loss Variations for Increased Insight
- Intro to the Balance Sheet Report
- Understanding Balance Activity on the Balance Sheet
- Saving Customized Reports to Access Monthly
- How to Run Reports for Tax Prep
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7
Module 6 - But What About...
- Getting Set Up for 1099 Prep
- For Product-based Businesses: Inventory and COGS Adjustments
- When Initial Business Expenses Are Charged on a Personal Card
- Accounting for Personal Expenses in Business Accounts
- Accounting for Loans
- Using Tags to Better Analyze Your Data
- Accounting for Federal Income Tax Payments
- Guidance on State Tax Payments
- Get Prepared for Tax Time with ARRG