Congrats! You bought QuickBooks Online. Now what?
Whether you are transferring from QuickBooks desktop, or starting fresh, QuickBooks Online is a software that is only as accurate as you are.
Q&A:
How much time will the course take to complete?
This course is self-paced and includes 5+ hours of training material.
What if I took the QuickBooks Online Certification course? Is this the same content?
Actually, no. This course covers the same areas as the QBO training, but QuickBooks Fresh Start is more about the function, relationship and purpose of the software. I train you on how the software communicates and how to troubleshoot challenges.
If anything, QuickBooks Fresh Start is a great "in addition to" course if you've already completed the QBO technical training.
My books are pretty simple, do you think I need this course?
Yes! Even the most simple books can be set up incorrectly. If you have simple books this is the perfect time to start--before they get more complicated!
Can I delegate this to my assistant?
Yes! If you are pressed for time and need someone who knows what they are doing to train your assistant on the QBO software, this course is the perfect resource for you.
I'm switching from Quickbooks Desktop to Online. Is it really that much different?
Actually, it is. I made the switch to QuickBooks Online in 2017 after using Desktop for 11 years prior (I was a diehard desktop user!).
I describe QBO as "just different enough to be annoying". The switch definitely slowed me down until I learned it!
While I won't be teaching specific changes from desktop to online (since you are already familiar with desktop) you can still find your way through your QBO tasks more easily, as we cover a lot of navigation/troubleshooting.
I sell products and handle inventory. Does this cover these functions?
This training does not, but we do offer customized live training on this. You can learn more about the Admin training with Kaylee here.
Will I learn about using Intuit Payroll in this course?
You will not. Since Payroll in itself is so customized, and also because we use an outsourced option for our clients based on price and functionality, we don't have enough experience to confidently teach on this specific Intuit product at this time. BUT you will learn the different ways in which you can pay yourself from your business.
Is this course for me if I have been using the software for a while?
If you are JUST starting out with Quickbooks Online, and switching from either NO software, or from a totally different software (not including desktop), then you're in the right place.
lf you have been using the software for a while and all your data is already connected, then you'll want to look into our DIY QuickBooks For Entrepreneurs course. We skip the set up and go right into build out.
(Psst! If you'd like to continue to our QBO DIY Course after Fresh Start, you'll get a discount for the next level to continue your journey.)
Starting Fresh with QBO
What does it really mean to take over and lead your finances?
Who is this course for?
Semi-Tech Savvy Entrepreneurs who have not been trained as Accountants who would like to kick-off their QBO file RIGHT so they can maximize their investment + leverage the software to grow their business.
This is a self-paced course that breaks down each section into a 3-7 min video so you can work at your own pace, set your own schedule, and work real time within your QBO file. QBO comes as a shell that needs to be built out, I teach you those tools and insights.
If you are just starting out, this is the perfect next best step for you. If you have been using QBO for a few years, you'll find the DIY Course is a better fit for you.
Navigate Quickbooks like a Pro
We cover the navigation AND the relationship/function/purpose of this software. For example, what happens after you enter data? Where does it go? How can you check your work? We give you all the tools you need to solve the most common QBO challenges that Entrepreneurs face.
Your First 30 Days
We will show you how to build out your software shell (start), all the way through your first month (closing the month.) We target some of the most important skills so you have a strong foundation to build UP from here.
Learn Business Finance 101
I won't be training you to be an Accountant (that takes years!). But, QBO is an Accounting software after all. So learning some core basics on the terminology as well as the foundation of finance will help you make more informed decisions and lead with more confidence.
Course Curriculum
- Data Entry Golden Rules (1:52)
- Creating Rules (3:02)
- Overview: Understanding the Function of the Bank Feed (3:54)
- Recording Deposits (5:18)
- Recording Expenses (6:11)
- Organizing & Updating Multiple Transactions (3:16)
- Recording Credit Card Payments to Credit Cards Linked to QBO (6:41)
- Recording Credit Card Payments to Personal Credit Cards (4:36)
- How to Book Returns on Expenses (2:53)
- Booking Data Against Classes/Locations/Projects (1:43)
- Fixing a Broken Bank Connection
- When to use the "Ask Accountant" Feature
- Where can I check my work after I enter the data? (3:01)
- Where to see Payments Made on QBO Invoices?
- Help! When I send an invoice, my clients can't pay online
- Help! I accidentally deleted my bank account in Quickbooks (1:41)
- Whoops! I created a new account with the wrong info (1:51)
- Yikes! I made a duplicate of the same account and they both have transactions in them (1:57)
What makes this training different?
I created this course by combining YEARS of training troubleshooting for Entrepreneurs just like you. It started as creating a little video here and there, to one on one trainings, to packed up in bite size pieces for you to become more informed and more confident.
Your Investment Includes:
Lifetime Access to the Course
Everything you need to get started (including helping you choose which version is right for you)
In-depth Navigation
Transferring Data from other Systems
Map out Daily/Weekly/Monthly/Annual Tasks
Finance 101
Templates
Hi, I'm Kaylee!
I teach Entrepreneurs the finance skills they need to leverage QBO as a tool to enhance their business and make the MOST of their money.
While QBO itself has a lot of great technical troubleshooting, I am here to teach you how to start off your journey right!
I'll show you the relationship, function, and bigger purpose of QBO. You'll learn how to best understand and use this software specific to your business, to serve your bigger picture and goals so no time is wasted in Growing your Business.
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What Entrepreneurs just like you are saying about DIY QuickBooks Training...
"I gained so much more understanding of the software, but most of all your tone and delivery was so soothing and gave me a greater sense of confidence."
-Rebeccah Wilson
"This course is amazing. I have done other QuickBooks trainings before and this is the first one that actually made sense and helped me to understand both the how and why things are done in QuickBooks. Also, all the courses are a good time length, they aren't 2 hour courses so it is manageable with my life and business."
-Calli McPherson, William James Gifts
"I love the self-pace rhythm and I love the shortness of the videos. They're clear and concise. Kaylee's delivery of the information makes QBO very accessible. I just wish this course had been available when I was starting to learn QBO. Thank you Kaylee for putting this work together so brilliantly."
-Gurukiren Ramos, Chocolate Maven Bakery
"I like the short videos and it was pretty simple and easy to follow. I have been working on QBO for the past 1-2 years so I was somewhat familiar with it already. But I learned some other things that made me think about what I was doing and improving my process."
Lynne Hirayama, Sound Wave Hawaii Therapy
"This course truly went well beyond the QuickBooks Training Program and even my 4 years in college as a Entrepreneurship Major. I honestly don't even know how I have never been educated on Quickbooks or any of this material, taxes, 1099's, reconciliation, W9's, and much more that is so crucial to every business's success! I love how pure and informative this course really is, where Kaylee really helps make the material easy to follow and understand. Thank you Kaylee!"
-Jacob Spinhirn