ECPA 12-Session QuickBooks (QBO) Training Program
EverydayCPA Accounting Services Summary
At EverydayCPA, we specialize in helping small businesses and self-employed individuals establish and maintain practical record-keeping systems that track business revenue and expenses. Our solutions empower business owners to monitor financial performance effectively and ensure the timely and accurate preparation of income tax returns.
A Message from Our CEO
Welcome, everyone! Are you ready to take your QuickBooks Online skills to the next level? Whether you're a small business owner, an accountant, or a bookkeeper, you're in the right place.
Here at EverydayCPA, we understand that managing your company’s financials can feel overwhelming. That's why we've brought together a collection of videos from some of the best QuickBooks experts in the industry.
Our goal is simple: to help you master QuickBooks Online so you can generate financial information that's timely, complete, and accurate—information you can trust to make the right decisions for your business.
In this collection, you’ll find practical tips, detailed walkthroughs, and advanced strategies designed to meet your needs, whether you're just getting started or looking to refine your skills.
From setting up your chart of accounts to connecting your bank and credit card accounts to mastering reporting, we've got you covered. These videos are packed with insights that will save you time, eliminate guesswork, and empower you to use QuickBooks Online effectively and efficiently.
And if you need one on help help, we are here to help you. And if you decide you want it done for you, so you can get to what you do best…make money in your business…you can hire us to do it all.
"So, dive in and explore the topics that matter most to you and your business. And remember, great financial information is the foundation of every successful company."
Thanks for joining us—let's get started and make QuickBooks Online work for you!
Our offerings include expert QuickBooks training, complemented by innovative, cost-effective training "hacks" that integrate online banking data with popular spreadsheet applications like Microsoft Excel. These streamlined methods require minimal time and training, delivering fast and accurate results. Business owners and managers benefit from clear financial reporting and stress-free tax preparation, all designed to save time and resources while maintaining accuracy and compliance.
Our specialized online 12 accounting sessions are designed to help you first determine the best tool for you to use and then the ongoing sessions with accounting and QuickBooks experts will help you get the accurate and timely results you need. Attend Zoom session every Wednesday and Thursday, 7:00 PM CST. Our sessions are designed to accommodate varying levels of expertise, from beginners to more advanced users. We focus on practical, hands-on instruction to apply what you learn to your accounting practices. This way, you can focus on growing your business and enjoying your life.
ECPA 12-Session QuickBooks (QBO) Training Program
Do-It-Yourself (DIY)
Do-It-Yourself (DIY) Learn to do your business accounting yourself with ECPA Twelve Session Self-Directed QuickBooks Online (QBO)Video Classes.
Do-It-Together (DIT)
Do-It-Together (DIT) Get customized coaching and guidance on how to use QuickBooks or how to use a combination of bank/credit card data plus Excel to collect and compile your financial data to run your business and prepare tax returns.
Do-It-All (DIA)
Do-It-All (DIA) Don't want to spend your valuable down-time dealing with business transactions? Stressed out at tax time compiling and preparing transaction data? EverydayCPA has a team of accountants who work for us to ensure timely, accurate and complete financial reports are available monthly to help you run your business.
EverydayCPA Accounting Solutions Tailored for Everyday Businesses
Session 1: Setup an Accounting System
- ECPA Accounting Hack
- Quickbooks Online Subscription
- Live Q&A
Description: In this session, you'll learn how to set up an efficient accounting system using Quickbooks Online. We'll guide you through selecting the right subscription, provide expert tips via our ECPA Accounting Hack, and offer a live Q&A to address your specific questions. Perfect for beginners or those new to online accounting platforms!
Video Training:
QBO Quick Overview - Intuit QuickBooks
Clara CFO - Set up QBO in less than 20 minutes - Intuit QuickBooks
Clara CFO - Cash vs. Accrual Basis Accounting
Clara CFO - QuickBooks Online Basics - Intuit QuickBooks
Clara CFO - How to do a full month of Bookkeeping - Intuit QuickBooks
Setting up QBO - Hector Garcia
Garcia, Hector - Tutorial for QuickBooks - Intuit
Session 2: Organize the Transactions - Chart of Accounts
- ECPA Accounting Hack
- Quickbooks Online
- General vs Subsidiary Categories
- Live Q&A
Description: In this session, dive into QuickBooks Online's Chart of Accounts, learning to distinguish between general and subsidiary categories for efficient financial tracking. Our expert-led workshop will guide you through organizing transactions, with a live Q&A to address your specific challenges.
Video Training:
Understanding the chart of accounts - Intuit QuickBooks
How to add accounts to your chart of accounts - Intuit QuickBooks
Recording Business Expenses with Owner funds - Intuit QuickBooks
Managing Fixed Assets - Intuit QuickBooks
Clara CFO - Customize Chart of Accounts
Garcia, Hector - Owner's draw vs Salary
Garcia, Hector - Chart of Accounts (Full Tutorial)
Gentle Frog - Adding Accounts with Subaccounts
My Cloud Bookkeeping - Creating and Editing Categories in Chart of Accounts
Clara CFO - Fix personal charges with business funds
Garcia, Hector - How to Categorize Expenses
Session 3: Connect the Bank and Credit Cards
- Establish initial connection
- Download the Transactions
- Clear the Bank Feed
- Live Q&A
Description: This hands-on course guides you through the process of connecting your bank and credit card accounts to QuickBooks Online. You'll learn how to establish the initial connection, download transactions, and efficiently clear the bank feed. The course includes a live Q&A session to address any questions you may have.
Video Training:
Connect your bank account & credit cards - Inuit QuickBooks
Garcia, Hector - Connect Banks & Upload Transactions
Garcia, Hector - Bank Feeds and Rules
Garcia, Hector - Transfers & Credit Card Payments
Session 4: Create Reports
- Income Statement – Annual
- Income Statement – Monthly
- Balance Sheet – Period Ended
- Live Q&A
Description: Learn how to generate key financial reports in QuickBooks Online, including the Income Statement (Annual and Monthly) and Balance Sheet (Period Ended). This session will help you analyze your business's financial health effectively, followed by a live Q&A to address any questions.
Video Training:
Clara CFO - Understanding the Income Statement
Clara CFO - Read and Understand a Balance Sheet
Garcia, Hector - Profit & Loss / Balance Sheet
Session 5: Paying Vendors and Contractors
- Bills and Expenses
- Accounts Payable
- Traditional Method: Write Paper Checks
- Electronic Method: Pay Electronic
- Match invoice with Bank Feed
- Live Q&A
Description: Learn how to manage vendor payments and contractor expenses in QuickBooks Online. This session covers Accounts Payable, traditional check writing, electronic payments, and matching invoices with bank feeds. Join us for a live Q&A to get your questions answe
Video Training:
Add and manage vendors - Intuit QuickBooks
Set up a contractor - Intuit QuickBooks
Pay contractors with direct deposit - Intuit QuickBooks
Create and file 1099s - Intuit QuickBooks
How to create a manual expense - Intuit QuickBooks
Enter and pay bills - Intuit QuickBooks
Clara CFO - How to record bills and manage AP
Garcia, Hector - Entering / Paying Vendor Bills (AP)
Session 6: Receiving Funds from Customers – Accounts Receivable
- Invoices and Collections
- Accounts Receivable
- Traditional Method: Receive check and deposit
- Electronic Method: Receive electronic
- Match invoice with Bank Feed
- Live Q&A
Description: Learn how to manage Accounts Receivable in QuickBooks Online by receiving payments from customers. This session covers both traditional check deposits and electronic methods, matching invoices with bank feeds, and best practices for collections. Includes a live Q&A for real-time guidance.
Video Training:
Add, edit, and manage your customer list - Intuit QuickBooks
How to create an invoice - Intuit QuickBooks
Record an invoice payment - Intuit QuickBooks
Use QuickBooks Payments to receive payments from customers - Intuit QuickBooks
How to use automatic matching - Intuit QuickBooks
Set up recurring invoices with autopay - Intuit QuickBooks
Garcia, Hector - Recording Income & Bank Deposits
Garcia, Hector - Accounts Receivable Full Tutorial
Garcia, Hector - Customizing Invoice Templates
Session 7: Ensuring Accuracy and Completeness
- Bank versus Book
- Monthly balance sheet report
- Bank/Credit Card Register
- Reconciliation Tool
- Live Q&A
Description: In this session, we’ll focus on ensuring the accuracy and completeness of your financial records using QuickBooks Online. Learn how to compare your bank and credit card accounts with your books, generate monthly balance sheet reports, and effectively use the Reconciliation Tool. We’ll also dive into managing your Bank/Credit Card Register and end the session with a live Q&A to address your questions.
Video Training:
Reconcile an account - Intuit QuickBooks
How to fix your beginning balance during your first reconcile - Intuit QuickBooks
How to fix beginning balance issues while reconciling - Intuit QuickBooks
Garcia, Hector - Reconcile your Bank
Session 8: Enhanced Reporting
- Management Reports
- Monthly Reports
- Normalized Reporting aka % of Revenues
- Live Q&A
Description: Unlock the power of QuickBooks Online's enhanced reporting tools in this session. Learn how to generate insightful management reports, interpret monthly data, and apply normalized reporting (percent of revenues) to assess your business performance. Plus, join a live Q&A to get your questions answered in real time.
Video Training:
Run and customize reports - Intuit QuickBooks
Use management reports - Intuit QuickBooks
Create custom reports - Intuit QuickBooks Advanced
Install and use spreadsheet sync - Intuit QuickBooks Advanced
Use multi-company reporting with spreadsheet sync - Intuit QuickBooks Advanced
Session 9: Products and Services Table
- Categories
- Sales Tax
- Invoices
- Live Q&A
Description: In this session, you'll learn how to efficiently manage your Products and Services table in QuickBooks Online. We'll cover setting up categories, applying sales tax, and creating accurate invoices. The session will conclude with a live Q&A to address your specific questions and ensure you have a complete understanding of these features.
Video Training:
Set up sales settings - Intuit QuickBooks
Customize Invoices and Sales Forms - Intuit QuickBooks
Set up products & services - Intuit QuickBooks
Session 10: Import Data
- Chart of Accounts
- Vendors and Customers
- Transactions and Balances
- Live Q&A
Description: In this session, you'll learn how to efficiently import data into QuickBooks Online, including setting up your Chart of Accounts, managing Vendors and Customers, and importing Transactions and Balances. Join us for a live Q&A to address your specific needs and ensure smooth integration of your financial data.
Video Training:
How to upload transactions manually - QuickBooks
Garcia, Hector - How to import journal entries
Garcia, Hector - In Depth how to import journal entries
Session 11: Financial Reports for Taxes
- Objective
- Adjustments
- Excel
- Live Q&A
Description: This session covers generating and interpreting essential financial reports for tax preparation in QuickBooks Online. Participants will learn how to make adjustments, export data to Excel for further analysis, and engage in a live Q&A to address specific tax-related queries.
Video Training:
Clara CFO - How to clean up your books for taxes
Session 12: Financial Reports for Bankers, Owners and Managers
- Adjustments
- Budgets, Forecasts and Projects
- Variance Reporting
- Live Q&A
Description: This session provides an in-depth look at financial reporting for key stakeholders, including bankers, owners, and managers. Topics covered include adjustments, budget management, and variance reporting. Participants will learn how to create and analyze reports for better decision-making, with a live Q&A for personalized guidance.
Video Training:
How to create budgets - Intuit QuickBooks
How to import budgets - Intuit QuickBooks
How to create budgets using spreadsheet sync - Intuit QuickBooks
How to create forecasts - Intuit QuickBooks Advanced
We want to guide you to mastering your accounting and finances. Setup a zoom meet today, and we'd love to help you get started!
- Calendly
- Email: Kelly@everydaycpa.com
- Phone: 816-841-4290