Do Your Own Bookkeeping with QuickBooks Online
Learn to do your own books and get every deduction you deserve
Description
QuickBooks Online (QBO) is a great tool for small business bookkeeping. As a CPA, I manage businesses in different ranges of revenue in QBO. In this course I will teach you how to do bookkeeping & accounting in QuickBooks Online. Each lesson is around 5-9 minutes and you learn at your own pace. This course is in plain English and makes complicated concepts easy.
THIS COURSE WILL COVER:
Get started with QBO: Select the right QuickBooks Online subscription plan for your business
Use my proprietary setup of chart of accounts to allow for macro and micro view
Learn how to do the simple tasks like invoicing clients, receiving payments, connecting QB Payments and more!
Understand your obligations in terms of sales tax, payroll and more!
Manage your bills and track your expenses easy
Connect bank accounts, reconciling bank accounts, and categorizing transactions to help get you every deduction you deserve
Set up and use payroll to pay your employees or yourself
Manage contractors and year-end 1099 filing with a few clicks
Learn the magic of numbers: get a CFO's insight into setting up your own numbers routine so that you never run out of money
And so much more!
WHY THIS COURSE?
Taught by a CPA and MBA who started out as a Bookkeeper - Tatiana Tsoir
Tatiana is a Certified QuickBooks Online Advanced Pro Advisor
She is an Author of "Dream Bold, Start Smart: Be Your Own Boss & Make Money Doing What You Love"
Lifetime access to this course, and you receive new lessons and updates for FREE.
He has 17+ years of experience in small business accounting and bookkeeping (as well as tax planning & strategy)
Certificate of Completion available
What You Will Learn!
- Get confident in managing your own bookkeeping
- Save money and avoid common mistakes that cost you tax money or trouble.
- Audit-proof yourself and manage tax time with confidence.
- Receive every deduction you deserve, consistently.
- Use the power of numbers to grow and/or scale your business.
- Create estimates, invoices, and sales receipts, apply payments, credits and discounts
- Connect your bank & categorize your transactions with ease
- Take advantage of the automations in QuickBooks: follow ups
- Create & analyze profitability by project
- Create & know how to use reports for your decision-making & export reports
- Learn the basics for compliance: what to watch out for when it comes to payroll and sales tax
- Setup your Chart of Accounts to allow for macro and micro view of your books
- Special bonus lesson: get your entity right and pay less tax
- Learn some must-do basics like setting up payroll (W2 vs 1099), knowing the pitfalls of sales tax mismanagement & more
- Reconcile your books regularly to ensure accurate deductions & income
Who Should Attend!
- Comprehensive beginner class for hands-on visionaries.