Setting up and using QuickBooks properly is a huge help for any business. When you keep track of your business finances, you’ll be able to understand where your money is coming from and where it’s going. Maintaining organized accounts is crucial for long-term financial stability–which means bookkeeping with tools like QuickBooks is an absolute must.
I know it can be daunting to get set up in QuickBooks for the first time. It’s also overwhelming to figure out how to use QuickBooks to its fullest potential. That’s why I created two different QuickBooks Online video trainings to make bookkeeping easy and stress-free for your business.
Set up your QuickBooks the right way the first time
In the first video training, I share how to set up QuickBooks for first-time users. In less than an hour, you’ll learn how to use each QuickBooks tool so you can start keeping track of your numbers and understand your business finances. It’s a perfect introduction to setting up QuickBooks Online and learning the best practices for organizing your accounts.
If you’re a brand new service-based business owner who just started using QuickBooks Online–or who wants to start tracking your finances–then this video resource is for you. Or maybe you’re not sure if you’ve been using QuickBooks correctly, and need some pointers on how to use different tools and functions QuickBooks has.
I’ll show you how to customize all of your settings, tell you exactly what each QuickBooks function is used for, and give you insight into how to keep your accounts as simple and straightforward as possible. I’ll cover common questions I get about the QuickBooks dashboard, the QuickBooks app, and functions you might have wondered about (like tags and transfer capabilities). You’ll get my personal recommendations for how to use QuickBooks while avoiding common issues many people run into.
This set-up video offers tons of direct support I normally reserve for my Setting Up QuickBooks service. For anyone not ready to invest in one-on-one support, this video covers everything you need for a successful QuickBooks set up. I know that after watching this video you’ll be empowered with all the knowledge you need to use QuickBooks effectively!
Ready to level-up your business bookkeeping? Buy the QuickBooks Set-Up Video here. This value-packed resource will give you the knowledge and confidence to organize and maintain your business finances, starting now!
Learn how to solve common QuickBooks mistakes
I’m also offering a second video resource to help seasoned business owners through the bookkeeping audit process. If you’re a more experienced business owner and you already have QuickBooks set up, this video will help you problem-solve common errors you may come across when reconciling your books.
In just fifteen minutes, you’ll know where to look for common mistakes in your QuickBooks online account. I’ll show you how to troubleshoot when your numbers aren’t matching up, and what scenarios you need to think through to make sure your money is where it needs to be.
And those QuickBooks functions that always give you issues–like transfers and undeposited funds? I’ll show exactly how these functions are designed to be used, and what to watch out for so you avoid any future problems.
This resource covers all of the questions clients ask me over and over about account auditing, all in one video. It includes tips I give my QuickBooks Cleanup clients to make bookkeeping even easier.
You can buy this Auditing QuickBooks Online video here. This bookkeeping resource is a worthwhile investment for your business, and you’ll be able to refer back to it anytime you need help getting your books fully up-to-date.
For customized 1:1 support, you’re always welcome to send us a message to learn more about how we can help you with your business’ bookkeeping.
