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QuickBooks Fundamentals

2 HR Online Training

Get smarter with your money and become a QuickBooks Pro with our 2-hour online training!

Fully Online

Book a time on our calendar that works for you

Expert Training

Bill is a Certified QuickBooks Elite ProAdvisor 

2 Hours

The entire training only takes 2 hours

Financial Visibility

Finally know exactly where your company stands


Become a QuickBooks Pro in just 2 hours

Tired of not knowing where your company is and not understanding anything on your financial reports? Trust me, you're not alone. We've got you covered. 

  • Bookkeeping Fundamentals

    Learn the basics of why your books behave the way they do, and to understand what is happening with each transaction and the way it is influencing your business finances as a whole.  

  • Running Reports – Profit and Loss & Balance Sheet 

    Finally learn in simplified and understandable terms what your P&L and Balance Sheet tell you, as well as other valuable reports. 

  • Understanding Accounts and the Chart of Accounts

    Learn about how to use your Chart of Accounts, what each account means, and how to set up new accounts. 

  • Using Classes, Locations, and Tags

    Learn how you can use these little known QB tools to track profitability, progress, and organize your produces/services. 

  • Working with Products and Services (Items) 

    Learn about the different item types relevant to your company, as well as how to set them up and organize them so they add to your financial visibility and understanding of your business!

  • Working With Bank Accounts and Credit Cards 

    Learn how to connect bank accounts to QBO, classify transactions, correctly match and add transactions, and handle undeposited funds. 

  • Working With Forms 

    Learn to understand, create, and organize forms within your QB. You'll learn the who, what, when, and how much of each transaction as well as understanding the ins and outs different types of forms (checks, invoices, bills, purchase orders) 


TESTIMONIALS

"We know exactly where our company stands. We really didn't know that before." 

 

KAREN LOVEKAMP

Vice President, Co-Owner

KPoxy Construction

 

"I trust Bill. I trust his knowledge, his expertise, and his assessment of my information in QuickBooks."

 

 

TABATHA PAYNE

Owner

Focus Healthcare Solutions

"Bill has been instrumental not only in helping me understand QuickBooks and my financial reports, but also to have confidence in explaining them to my board."

STACIE BRATCHER

Executive Director

Kearney Chamber of Commerce

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