QuickBooks for Business Advisors (June 2025)
Here’s the agenda.
Session 1: Data Validation
How to look at reports from QuickBooks and know if the numbers can be assured to be accurate.
What are some steps to resolve numbers that aren’t quite right.
Session 2: The Chart of Accounts (and how to get the reports organized in a meaningful way)
We’ll talk about a framework for organize a chart of accounts.
Review the mechanics for updating a chart of accounts.
What are products & services and how do they integrate with the Chart of Accounts and reports.
Session 3: The Bank Feed and Problem Solving
In the first session, we talked about how to identify problems in QuickBooks; and in this session we’ll talk about how to solve some of them.
We’ll go through the bank feed, see how it works, how it can cause problems; and how to resolve the potential problems.
We’ll also discuss other sticky transactions like managing credit cards sales, and tracking expenses associated with grants.
Week 4: Reports
Now that you’ve supported your clients in getting their QuickBooks in order, we can start running reports. In this section, we’ll talk about some of my favorite reports and how to customize them to get the information you need to best support your clients.
