QuickBooks Online Tutorials?

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October 09, 2024

by a searcher from Harvard University - Harvard Business School in San Anselmo, CA 94960, USA

Does anyone have a recommended QBO tutorial (YouTube, etc.) suitable for new owners who are new to the product and want to get the most out of what it can do to help manage a business? I’m most interested in higher level functions (e.g., reporting, analysis) rather than the mechanics of how to use it for bookkeeping.

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Reply by a searcher
from Millersville University of Pennsylvania in Washington Township, NJ, USA
^redacted‌ - I'll admit that I'm more than a little biased but the tutorials are okay but they're all very generic. I have a community on Skool where for $89 a month you get two weekly 1 hours calls. 1 is with me going over Profit First and other higher level business and fractional CFO type discussions. The other is with my team leads who are there to walk you through any questions you have about using QBO specific to your business. We keep the price low because these are group settings and all calls are recorded for the group. But as long as you're okay with that and sharing your screen for the accounting help, it's way better than generic QBO training.

We'll eventually be building out a self paced training program to put in Skool as well for our community members, but it's just not ready yet.

Feel free to DM if you have any questions or would like to discuss.
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Reply by a professional
from Bentley University in Boston, MA, USA
QBO reporting is pretty limited but you can use third party apps to get better reporting/analysis.

Our preference is to handle this in Excel or Google sheets and there are tools like Modano and Liveflow that can help with pulling this data.

Happy to chat with anyone if I can be helpful.
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