Automate Your Accounting with QuickBooks Online and Integrated Apps
You’re guaranteed to learn something that will make or save you the price of admission!
Taught By: Rayanne Buchianico, coach and community builder
- Five Tuesdays - Oct 18th - Nov 15th- All classes start a 9:00 AM Pacific
Register Now - Only $299*
QuickBooks is the defacto finance tool for small businesses - and that includes IT Service Providers. In this always-fresh course, Rayanne takes two tracks to improve your business: 1) Get the most out of QuickBooks Online, and 2) Take your business to the next level by connecting QBO to other tools and services.
This is a very hands-on course. As you follow along, you'll fix-up your current QBO configuration and get the most out of integrations with your PSA and other tools. Plus, you'll learn the most important reports to use, how to effectively (and securely) share sensitive financial data with clients, and generate beautiful and amazing reports.
Whether you're new or experienced at running a business, this course will take your practical financial education to the next level!
You will learn:
- Touch your transactions exactly one time to avoid duplicated entries
- Make your business audit-proof with automated attachments
- Understand the purchasing and procurement process in detail
- Connect your PSA for automated invoice importing
- Pay your bills electronically from INSIDE QuickBooks Online
- Match your vendor bills with actual credit or bank payments
- Set up and record:
- Deferred Revenue
- Customer Deposits
- Sales Tax
- Hardware as a Service
and MORE!
ITSP University Certification:
Meets Certification Requirements for:
- Management
- Front Office
This class will be recorded. Each unit is generally posted within 24 hours of the live class. These recorded units will become the On-Demand class and you’ll have lifetime access to it.
Class Content
Unit 1 Introduction and Connecting Your PSA
Unit 2 Document Management and BillPay
Unit 3 Automating Accounts Receivable
Unit 4 Time, Payroll, and Revenue
Unit 5 Cash Flow and Putting It All Together
Register Now - Only $299*
Note: * Members of the Small Biz Thoughts Technology Community attend at no additional charge. See details in the Community
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