Learn the QBO workflows a client actually expects their bookkeeper to handle — not just where the buttons are. Eight modules, one running case client, hands-on exercises with self-check answers throughout.
Each step maps to one module — the course follows this exact progression from start to finish.
📄 Templates & Resources — all 7 downloadable templates in one placeDashboard, customers, products & services, chart of accounts, bank accounts, and basic navigation.
Creating and sending invoices, recording and applying payments, partial payments, credits, refunds, A/R aging, and collections.
Working the bank feed: match vs. categorize, income, expenses, transfers, owner transactions, splits, and bank rules.
Bank and credit card reconciliation, beginning balances, finding and fixing discrepancies, and reconciliation reports.
The full close checklist: bank review, A/R review, Undeposited Funds, uncategorized items, reconciliations, and locking the period.
Entering and paying bills, vendor credits, A/P aging, 1099 contractor tracking, and managing cash flow when money is tight.
Reading the P&L and Balance Sheet for a client, General Ledger and Transaction Detail, custom reports, exporting, and delivering the month-end package.
Six real client messages, everything combined — investigate, resolve, and reply the way a confident professional bookkeeper would.