Training for QuickBooks Online

The most efficient approach to bookkeeping for new and existing businesses.

Why use QuickBooks Online?

  • Automation

  • Affordability

  • Customization

  • Integration

  • Cloud Based and Hosted securely by intuit

  • Ease of connecting with your accountant or team

  • Access from your phone or tablet

  • Less Paperwork

  • No Backup Needed

  • Have investor ready financials

Save time on your bookkeeping so you can focus on growing your business

Setup

Getting started with QuickBooks Setup is designed for an amateur to understand but the initial setup process can be problematic and time consuming. Save time by letting us set it up correctly and efficiently so that you can properly utilize the functions relevant to your business, whether your business is service based or product based makes no difference.

Setup includes:

  • Identifying which version is best for your business

  • Review reconciliations

  • Tie-out balances

  • Review transaction history and categorization

  • Provide additional training as needed

  • Converting from Desktop to Online

Training for QuickBooks

We offer training for service or product based businesses. Some of the most common items include:

  • Reading your QuickBooks Dashboard

  • Using your Bank/Credit Card feed for huge time savings

  • Vendors/Expenses

  • Customers/Invoices

  • Sales Tax

  • 1099 tracking

  • Setting up classes

  • The Quick Create button

  • Accepting payments through Intuit Merchant Services

  • Creating Estimates

  • Creating Purchase Orders

  • Setting up products, services and bundles

  • Inventory Tracking

  • And lots of other fun, cool features!

Why Choose Fix-It Accounting?

 
 

Up-to-date accounting

Work with an experienced, tech-savvy team

Support when you need it (emotional support included)

Protection for your private information

Systems-based approach

Small-business specialists!

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Schedule your appointment