ECPA 12-Session QuickBooks Training

Online Small Business
Accounting

ECPA 12-Session QuickBooks (QBO) Training Program

A comprehensive curriculum that takes you from initial setup through advanced stakeholder reporting, building real-world accounting skills at every step. Sessions are conducted via Zoom on Wednesdays and Thursdays at 7:00 PM CST.

The program is available in three formats: DIY (self-directed video classes), DIT (customized one-on-one coaching), and DIA (full accounting support from our team).

12-Session Curriculum

Setup

•ECPA Accounting Hack
•Quickbooks Online Subscription
•Live Q&A

Chart of Accounts

•Quickbooks Online
•General vs Subsidiary Categories
•Live Q&A

Bank Connectivity

•Establish initial connection
•Download the Transactions
•Clear the Bank Feed
•Live Q&A

Reports

•Income Statement – Annual
•Income Statement – Monthly
•Balance Sheet – Period Ended
•Live Q&A

Vendor Payments

•Bills and Expenses
•Accounts Payable
•Traditional Method: Write Paper Checks
•Electronic Method: Pay Electronic
•Match invoice with Bank Feed
•Live Q&A

Customer Payments

•Invoices and Collections
•Accounts Receivable
•Traditional Method: Receive check and deposit
•Electronic Method: Receive electronic
•Match invoice with Bank Feed
•Live Q&A

Accuracy

•Bank versus Book
•Monthly balance sheet report
•Bank/Credit Card Register
•Reconciliation Tool
•Live Q&A

Enhanced Reporting

•Management Reports
•Monthly Reports
•Normalized Reporting aka % of Revenues
•Live Q&A

Products & Services

•Categories
•Sales Tax
•Invoices
•Live Q&A

Data Import

•Chart of Accounts
•Vendors and Customers
•Transactions and Balances
•Live Q&A

Tax Reports

•Objective
•Adjustments
•Live Q&A

Stakeholder Reports

•Adjustments
•Budgets, Forecasts and Projects
•Variance Reporting
•Live Q&A

Setup a Zoom Meet Today

We want to guide you to mastering your accounting and finances. Setup a zoom meet to discuss your needs and find the right program for you.

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Email: Kelly@everydaycpa.com

Phone: 816-841-4290