Ideal for beginners with limited transactions, this package covers the basics of QuickBooks, including setup and fundamental features.

Duration: Two (2) Hours

Includes:

Introduction to QBO (Navigating the interface, Basic Functions)

Basic Transactions (Invoices, Expenses, and Payments)

Generating Basic Reports (P&L, Balance Sheet, Trial Balances)

1-week email support for follow-up questions

Categorizing your transactions

Designed to enhance bookkeeping skills and optimize QuickBooks usage, this package includes everything in the Stellar Essentials Package, plus advanced features.

Duration: Five (5) Hours (Split into two (2) sessions within the same month)

Includes:

Advanced Transactions (Recurring Entries, Bank Reconciliation)

Managing Accounts Payable/Receivable

2 weeks of email support and a 30-minute follow-up call

Connecting POS and all Bank Accounts to QBO

Understanding and Managing Chart of Accounts (COA), also known as General Ledgers (G/L) Accounts

In-depth training focusing on advanced QuickBooks functionalities, including payroll and complex reporting.

Duration: Ten (10) Hours (Four (4) sessions of 2.5 hours each)

Includes:

Everything in the LedgerPro Package

Setting up G/L Accounts tailored to company needs

Setting up & Managing Payroll

Troubleshooting Transactions

Understanding and Creating Journal Entries

1 Month of email/phone call support and 2 follow-up calls

Download and use of QBO Mobile, including receipt snapping