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.


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
Financial Statements
Chart of Accounts
Connect your PSA

Week 2
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
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



Automation, Entrepreneurship, Financial Processes, Management, Office Admin, Organize Your Business, QuickBooks, Sales, Selling an MSP, SOPs, Tools (PSA, RMM, etc.)

Rayanne Buchianico smiling at your

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.

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Specialist Certification Pathways

Meets Core requirement:

Meets Elective requirement:

This class is currently offered on-demand and is scheduled to be taught live starting Oct 18, 2022.
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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