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Strategic Bookkeeping and Payroll Services for the Small Business Owner

QuickBooks Online Training Tools

QuickBooks Online Resources

QuickBooks Welcome Guide

A quick guide to teach you the basics of QuickBooks Online in 10 easy steps. This is a good overview to skim.

Welcome Guide Download

QuickBooks Online Test Drive

The QuickBooks Online Test Drive is a sample website fully loaded with a complete example company. It is a great way to learn QuickBooks Online, test new apps and integrations, and adjust settings, all without the risk of harming your own data.

QBO Test Drive

QuickBooks Online Training Videos

QuickBooks hosts many tutorials and training videos on their QuickBooks University website. There are webinars and courses designed around small business owners.

QBO Video Tutorials

QuickBooks On YouTube

You can also access a full list of digestible video tutorials on the QuickBooks YouTube Channel. There is overlap from the training videos listed above, but the playlist format creates easy viewing.

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Check it out here:

QB YouTube Playlist

QuickBooks Mobile App

One of the best features of QuickBooks Online is the mobile app. Here is a brief video training to get you started. It is simple to snap pictures of receipts in the moment and attach them to expenses. It is simple to invoice on the go and receive payments. When you first learn QuickBooks Online it is best to learn the app at the same time, so a natural integration of your workflow can take place.

QuickBooks Online Small Business Resource Center

This is a great site to know about. The QuickBooks Online Small Business Resource Center offers practical business advice and step-by-step training tailored to your needs. Search by topics such as, cash flow, expenses, and invoicing. Or read up on preparing tax documents or starting a female owned business.

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QBO Small Business Center

 

QuickBooks Online Downloadable Guides

QuickBooks Detailed Training Guide

For a more in-depth training guide geared towards people who are new to QuickBooks Online, look here. Broken into 5 courses, you can more easily navigate through by topic if you are searching for a specific topic and not an overall training.

Here you can download each course individually:

Course 1: Getting Started

Course 1 Download

Course 2: Navigating QuickBooks Online

Course 2 Download

Course 3: Recording Transactions in QuickBooks Online

Course 3 Download

Course 4: Reporting

Course 4 Download

Course 5: Expanding Usability

Course 5 Download

 

Read more about QuickBooks Apps we love.

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client’s accountant

Alexa provides the bookkeeping services for a mutual client where I’m the CPA. Alexa is attentive to her client’s needs, efficient, accurate, and easy to work with. I’d highly recommend her services to others in need of bookkeeping services.

Accountant

co-worker

Alexa is a valued professional colleague, expert in her field, a dependable and insightful thought partner who is detail oriented yet sees the big picture. She anticipates needs and finds creative, cost-effective and time-efficient solutions. In crazy deadline projects when everybody else is having tantrums, Alexa is the calm center that just moves things forward.

Professional

consultant 01

Alexa helped my small firm get set up in QuickBooks and is keeping up on regular updates. This process went so smoothly and quickly that I wondered why I hadn’t done it sooner. Alexa made it all seem even easier and intuitive which was a huge plus. I highly recommend Alexa as a QuickBooks power user! Plus, she is very patient and supportive. Wonderful improvement for my work.

Consultant

Small Business Owner

Alexa is so great! Super organized, patient and calm. I appreciate her attention to detail. I feel like I am a priority. So glad I found her. Thank you Alexa!

Small Business Owner

employer 01

Alexa has been the director of finance for our small business for nearly 10 years, so I’m in a good position to say that there is no one more conscientious, detail-oriented, or fastidious about accounting than Alexa Gregory. Alexa produces reports that drive to the most granular level of analysis, providing excellent tools for decision support and management. I’d recommend her wholeheartedly as a ProAdvisor. You’d be lucky to work with her.

Employer

non-profit 01

We are a small non-profit and I had lost a years worth of QuickBooks data from my laptop additionally our backups refused to open. Alexa saved us by getting the info transferred to QBO and our books up to date!

Non-Profit Client

Photographer/Videographer

Details! Precision! Humor! Could you ask for anything more from a bookkeeper?? Alexa is it! She is a life saver in that she keeps track of everything and helps me make sense of all the numbers. I couldn’t run my business without her. She is the BEST! And a really lovely person to boot. She’s always responsive and quick to answer questions, and she’s incredibly patient with everything. She’s a gem.

Photographer/Videographer

food products company owner

Alexa was extremely proficient and responsive. She asked me specific questions related to my business and helped me to get my daily bookkeeping entries on track. Exceeded my expectations for sure! So happy to have found her.

Owner, Food Products Company

colleague 01

Alexa’s a pleasure to work with! She’s calm, smart, caring, conscientious, full of integrity, and multi-talented — from numbers to operations to websites to group dynamics to HR. I recommend her highly.

Colleague