- On-demand class
- Course Code: 5W15
Automate Your QuickBooks Online Accounting
Get the most out of QuickBooks Online. Take your business to the next level by connecting QBO to other tools and services. 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.
Description
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!
Week 1
Introduction
Financial Statements
Chart of Accounts
Connect your PSA
Week 2
HubDoc
Late Fee Manager
QBO BillPay
Week 3
Automating Accounts Receivable
Fathom Reporting for Metrics
Week 4
Billable v. Non-billable Time
Payroll & Direct Labor
Burden Rates
Can you afford to hire?
Deferring Revenue
Matching Revenue with Expenses
Week 5
Budgeting
Cash Flow Management
Hardware As A Service
Topics for this class include:
- 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!
Delivered by Rayanne Buchianico, Financial Coach and QuickBooks Advisor. Rayanne has been an MSP – managed service provider – for many years and advises MSPs on how to get the most out of their QuickBooks and PSA integrations.
Includes five weeks of webinar classes with related handouts, assignments, and “office hours” with the instructor.
This course is intended for business owners, accounting staff, and managers. It is particularly useful for the Owner or Operations Manager.
Additional information
| Core Pathway | Front Office |
|---|---|
| Elective Pathway | Management |
| Topic | Automation, Entrepreneurship, Financial Processes, Management, Office Admin, Organize Your Business, QuickBooks, Sales, Selling an MSP, SOPs, Tools (PSA, RMM, etc.) |
Rayanne Buchianico
Accountant & MSP Business Consultant
Rayanne is a managed service provider and also an accountant and an Intuit certified ProAdvisor. In addition to her MSP business, Rayanne helps I.T. consultants to take control of their finances and understand their own business at a deeper level.
See full profile →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!
Week 1
Introduction
Financial Statements
Chart of Accounts
Connect your PSA
Week 2
HubDoc
Late Fee Manager
QBO BillPay
Week 3
Automating Accounts Receivable
Fathom Reporting for Metrics
Week 4
Billable v. Non-billable Time
Payroll & Direct Labor
Burden Rates
Can you afford to hire?
Deferring Revenue
Matching Revenue with Expenses
Week 5
Budgeting
Cash Flow Management
Hardware As A Service
Topics for this class include:
- 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!
Delivered by Rayanne Buchianico, Financial Coach and QuickBooks Advisor. Rayanne has been an MSP – managed service provider – for many years and advises MSPs on how to get the most out of their QuickBooks and PSA integrations.
Includes five weeks of webinar classes with related handouts, assignments, and “office hours” with the instructor.
This course is intended for business owners, accounting staff, and managers. It is particularly useful for the Owner or Operations Manager.
Rayanne Buchianico
Accountant & MSP Business Consultant
Rayanne is a managed service provider and also an accountant and an Intuit certified ProAdvisor. In addition to her MSP business, Rayanne helps I.T. consultants to take control of their finances and understand their own business at a deeper level.
See full profile →
Specialist Certification Pathways
Meets Core requirement:
Meets Elective requirement:
If you enroll in an on-demand course, you can attend future live classes at no extra charge.
Course Outline
| Module 1 | Class Introduction |
|---|---|
| Unit 1 | Introduction - Preview |
| Unit 2 | Live Class Information |
| Module 2 | Class Content |
| Unit 1 | Unit 1: Financial Statements and Chart of Accounts |
| Unit 2 | Unit 2: Automation with HubDoc |
| Unit 3 | Unit 3: Accounts Receivable |
| Unit 4 | Unit 4: Payroll and Time Management |
| Unit 5 | Unit 5: Budgeting and Cash Flow |
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