If you're an entrepreneur struggling to understand QuickBooks Online, you are NOT alone.
So you bought QuickBooks Online for your small business bookkeeping and accounting. You thought it would make everything easier. Then you install the software and realize you have no idea what to do next. So NOW what?
Here's the thing about QuickBooks. It's a powerful software for your small business, but it was made with accountants in mind. What happens when you're NOT an accountant? How can you make this software work for you when you don't have that professional accounting background?
This is where QuickBooks Online FRESH START comes in!
I explain here why I created this course for small business owners and entrepreneurs like YOU.
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Why Entrepreneurs Struggle With QuickBooks Online
You became an entrepreneur because you're good at what you do. But unless you're an accountant, you probably haven't had much experience with bookkeeping, accounting, and taxes. And let's be real-this isn't exactly something that most of us learn in school! So something like QuickBooks, which is supposed to make your bookkeeping and accounting easier, might leave you feeling totally frustrated.
But if you're here right now, I bet that you're open to learning. You want to understand your numbers so you can build a solid and profitable business.
THIS is where QuickBooks Online Fresh Start can make all the difference!
This course teaches you MORE than just how to plug in the numbers
With QuickBooks Online FRESH START, you will learn not only how to manage your bookkeeping, but also what your numbers actually MEAN. You'll learn not only the process but also the relationship. You'll learn to do what I call LEAD your money. This makes you a more informed and empowered business owner.
I explain what all this means HERE.
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Here's what you'll learn inside QuickBooks FRESH START:
- 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)
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.
What You Will Learn
We will show you how to build out your software shell all the way through your first month. We'll target some of the most important QuickBooks skills so you have a strong foundation to build UP from here. You will get this foundation in the first 30 days, so you can understand how to use the software month-to-month to ensure accurate numbers.
Basic Business Finance
I won't be training you to be an Accountant (that takes years!). But you will learn some core basics accounting terminology, as well as foundational business finance. This will help you make more informed decisions in your business, so you can lead with more confidence.
Who is this course for?
This course is for Semi-Tech Savvy Entrepreneurs who are not accountants, but would like to kick-off their QuickBooks off RIGHT. They want to learn not only how to use QuickBooks properly in day-to-day operations, but also how to maximize their QuickBooks investment and leverage the software to grow their business.
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 my QuickBooks DIY Course might be a better fit for you.
Why this course is different than any other QuickBooks Training
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. Then I moved on to creating one on one trainings. Finally, I packed up everything I created in bite size pieces for you to become more informed and more confident.
I explain the difference with QuickBooks FRESH START here!
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FAQs About QuickBooks Online FRESH START
How much time will the course take to complete?
This course is self-paced. It includes 5+ hours of training material, which is broken down into manageable steps so it fits into your busy lifestyle.
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 Online Fresh Start is more about the function, relationship and purpose of the software. I train you on how the software communicates, and the meaning behind the numbers. From there, you'll also learn how to troubleshoot challenges.
So even if you've already completed the QuickBooks Online Certification course, QuickBooks Fresh Start helps you get a deeper understanding of not only how the software works, but also its relationship and purpose.
My books are pretty simple. Could I benefit from this course?
Yes! Even the most simple books can inadvertently 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, 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 since 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, switching from another bookkeeping software (not including QuickBooks Desktop), or starting from no previous bookkeeping software, you're in the right place.
However, if 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.)
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
·How to Map out Daily/Weekly/Monthly/Annual Tasks
·Finance 101
·Templates
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
Hi, I'm Kaylee!
I teach Entrepreneurs the finance skills they need to leverage QuickBooks Online as a tool to enhance their business and make the MOST of their money.
While QuickBooks 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.
What comes next after QuickBooks FRESH START...
Once you've completed QuickBooks Online FRESH START, Finance 101 is your next step! Learn more about this course HERE.
