Masterclass

QuickBooks Online 101 – $259

If you’re feeling overwhelmed with QuickBooks Online (QBO), you’re not alone! With so many features and constant updates, it can be tough to keep up. But feeling confident in how to use your accounting software is key to your business’s success.

This QuickBooks 101 Masterclass is designed to walk you through the tools QuickBooks Online provides, making it easier to understand and use.

QuickBooks Online 101

Is This Masterclass Right for You?

The QuickBooks 101 Masterclass is perfect if:

  • You want to learn how to use QuickBooks Online (QBO) beyond just basic bookkeeping.
  • You’re a business owner, office manager, or accounting specialist looking to master QBO.
  • You want to handle payroll, invoicing, cash flow management, and budgeting using QuickBooks Online.

What You’ll Learn in This Masterclass:

In this class, we’ll cover everything you need to know to confidently use QuickBooks Online for your business:

  • Choosing the Right QuickBooks Tier: Understand which subscription plan is best for your business.

  • Setting Up QuickBooks Online: Learn how to properly set up your QBO account to match your business needs.

  • Linking Your Bank Accounts: Step-by-step guidance on how to electronically connect your bank accounts.

  • Creating Your Chart of Accounts: Understand how to set up categories for all your business transactions.

  • Navigating the Dashboard: Learn to organize and manage your dashboard for easy access to all key features.

  • Menu Tabs Review: A breakdown of the key menu options like Transactions, Expenses, Sales, Reports, Payroll, etc.

  • Managing Vendors & Customers: How to set up and search for your vendors and customers within QBO.

  • Invoicing & Recurring Transactions: Master invoicing and setting up recurring billing tasks.

  • Understanding Financial Reports: Deep dive into how to read your Profit & Loss, Balance Sheet, and Budget vs Actuals reports.

Course Details:

  • Time Commitment: Approximately 3 hours with 20+ video modules. Learn at your own pace and watch whenever works for you.

  • Access to The STOP Method™ Community: With your purchase, you gain access to The STOP Method™ Community, where you can ask Crystal questions directly, and interact with other like-minded entrepreneurs.

Friendly Teaching Style

Crystal’s teaching method is not textbook-based—no jargon or accountant-speak. She explains everything clearly and simply. Please note, Crystal has a speech impediment, and at times, she may speak more slowly than expected. You’re welcome to adjust the playback speed to fit your preferred learning pace.

Disclaimer:

Crystal is not endorsed or paid by QuickBooks. This class is for educational purposes only. Please follow all rules, regulations, and laws applicable to your region.