Fast-Track to Better Books
A simpler approach to balanced books in QuickBooks Online
Get the most out of QuickBooks Online™️ —
while spending less time on your books!
In only 6 lessons I will take you through the essentials of QuickBooks Online™️: optimizing your set-up, creating effective monthly processes, reporting on and managing your sales and expenses, reconciling accounts, and analyzing your financial statements to gain clear insights into your business.
Are you a solopreneur or small business owner interested in the following:
- Ensuring your books are accurate?
- Minimizing your tax liabilities?
- Making more informed business decisions?
- Having more efficient bookkeeping processes?
- Going 100% paperless?
ABOUT YOUR INSTRUCTOR
I’m dedicated to helping solopreneurs and small business owners spend time on what matters most: their business. And the foundation of business health and growth is clean books.
As a CPA with over 15 years of experience in tax, accounting, and finance, I’m here to show you how better books mean better business.
Course Content & Learning Outcomes
Fast-Track to Better Books is offered on-demand, and is completely self-paced, which means you can learn when it’s most convenient for you. Each module has readings, lectures, and clearly defined learning outcomes.
By the end of this course you will have:
✔ Picked and set up the right QuickBooks Online™️ version for your business, and completed configuration so your bookkeeping is as simple as possible
✔ Created a monthly checklist for yourself or your staff that will keep your bookkeeping organized
✔ Have learned to set up and report revenue and track receivables as well as expenses and payables (inflows/outflows)
✔ Have reconciled your books so that they are error-free
✔ Have learned how to use the Sales Tax feature in QuickBooks Online™️
✔ Learn how to reap the benefits of bookkeeping through analysis of your business’ health
WHAT’S INCLUDED
Video Recording
Course Workbook
Optional: Office Hours
COURSE SYLLABUS
Lesson 1: QuickBooks Online™️ Set Up
Topics covered:
- What is bookkeeping
- QuickBooks™️ and why I like it
- Different versions of QuickBooks™️
- Initial set up
- App integration
- QuickBooks™️ app
Lesson 2: Monthly Checklist
Topics covered:
- Items you need
- How to easily send receipts to QuickBooks Online™️
- The mileage app
- Fetching bank and credit card statements
Lesson 3: Reporting and Managing Sales in QuickBooks Online™️
Topics covered:
- Custom sales/revenue line items
- How to invoice within QuickBooks Online™️
- Importing/reporting sales from other platforms
- Payment collection and sales tax reporting
Lesson 4: Reporting and Managing Expenses in QuickBooks Online™️
Topics covered:
- Setting up your custom expense line items
- Tax codes
- Vendor set up
- Receipt forwarding
- Bills vs. expenses
- How to enter data
- Inventory vs. cost of goods sold
- Bank matching
Lesson 5: Reconciling Accounts + Sales Tax Feature
Topics covered:
- Bank feed and rules
- How to reconcile within QuickBooks™️
- Sales tax feature to help make filing sales taxes a breeze
Lesson 6: Understanding Financial Reports in QuickBooks Online™️ (Profit and Loss Statement and Balance Sheet)
Topics covered:
- Review of commonly used financial reports (balance sheet, profit and loss statement, accounts receivable aging and accounts payable aging reports, cash flow statement)