Introduction To Kaylee and to QuickBooks Fresh Start

This course will take you from start to set up! QBO comes as a software "shell" and we will build out some areas to meet your business needs + learn how the software communicates.

This training is best used to help you decide which version might be best for you, you are switching Accounting Softwares into QBO, OR you've already chosen one, signed up- but haven't started using it much yet.


Hi, I'm Kaylee! I have been an Accountant and QuickBooks user since 2006. I have been troubleshooting and teaching QuickBooks to Entrepreneurs with ZERO accounting background for about the last three years now.

So what makes QuickBooks Fresh Start different than the standard QBO training? While QBO has a lot of great technical troubleshooting, I am here to teach you more about the relationship, function, and purpose of the QuickBooks Software. It's my goal to help you to understand and use this software to serve your bigger picture and goals.

Now, let's get started!


Pst Have questions or need additional support? Please email [email protected]

You will want to do take the course IN ORDER if you are new to QuickBooks. All the trainings may or may not pertain to your business, but I will give you hints long the way to help you decide if each specific module applies to you or not. So to start, take each module in order and I'll guide you along the way as to which ones are most relevant to you.

If you're transitioning from QuickBooks Desktop to QuickBooks Online, or you want to do a deep dive into a specific QBO topic, you can "cherry pick" the modules.

Be sure to schedule 20-45 min blocks of time to properly cover all the information in each module.

And remember, you can always re-visit the sections, as you have access to this course for life!

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