Quickbooks Online Course Near Me – “As an overwhelmed business manager working all aspects of my small business, I didn’t even know what I didn’t know about bookkeeping and QuickBooks.
Despite her deep expertise, she knows how to break things down clearly, and she genuinely cares about positioning you for success.
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Finding yourself and, for most, affordable help and easy-to-follow instructions on how to manage your finances is the hardest part.
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We wholeheartedly believe that no business owner is “bad” when it comes to money. You’ve made it this far. Now we’ll help you level up and cruise through your bookkeeping with confidence!
Our suite of courses is designed to put the power back in your hands. No fluff, no complicated jargon, just straightforward guidance and step-by-step instructions tailored to small businesses like yours.
Our no-nonsense, self-paced course that walks you step-by-step through the basics of QuickBooks Online (QBO) so you can easily set up and manage your business finances.
Whether you’re just getting started with your own DIY bookkeeping or ready to feel more confident and in control of QBO, this is for you!
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DIY bookkeeper’s dream come true. No more sorting through countless posts or YouTube videos for basic QBO setup information. Don’t feel overwhelmed every time you think about your books. You are a phenomenal business owner, and we won’t let QuickBooks get the best of you.
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Along the way, we show you helpful time-saving and sanity-restoring QBO features, tips and tricks about taxes, loans, 1099s, and even the software itself.
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“Jessica is awesome. She is knowledgeable, professional, and incredibly patient! She provided clear instructions for many aspects of QuickBooks, from reconciliation, custom reporting, and navigating the system, to name a few.
If you’re creating (or planning to create) invoices and bills using QBO, this course will help you make these processes as organized and efficient as possible.
The QBO Invoicing and Bill Pay mini-course walks you through both the invoicing process and the bill payment process from creation to completion.
You’ll get time-saving step-by-step instructions on invoicing, automation, estimating, tax settings, billable expenses, reports, and more.
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Invoicing and bill management processes at QBO are not always simple, but they can be with the right training from Beam Financial Group!
“She is extremely knowledgeable about QuickBooks Online and I am grateful for her help as I am now able to maintain my account on my own. Jessica is always there if I have any questions!”
“Jessica is a QuickBooks genius. While I thought I could handle my books on my own with a business background, I was completely overwhelmed with what I needed to do. I spent every month tracking every detail with Excel. Was spending hours doing it, which was actually creating more work when tax time came in. I knew about QuickBooks a few years ago and dabbled with it but thought the system was too complicated and I More than necessary, really. Now that I have multiple sources of income in my business, I really needed to be organized with a system that I didn’t have to think or worry about, and something like Which just kept running by itself. I decided to try a simpler, online version and called Jessica over to help me set it up (side note, don’t try and do it yourself, you need an expert! ) Jessica is not only smart, hardworking and super organized, she is also a pleasure to work with. I am so grateful that I had the opportunity to work with Jessica. Decided because now I’m a QuickBooks nerd myself (plus, the app is awesome). If you are struggling and spending too much time being your bookkeeper, please call Jessica! I can’t recommend her enough!” If you use QuickBooks Online, the question of classroom versus location is bound to come up at some point.
First, I’ll show you where to go to turn on these features in QuickBooks Online Settings.
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Under Classes, you have the option of tracking an entire transaction or one for each line.
In contrast, locations can be tracked from just a single transaction to an entire transaction. This is an important distinction that I’ll talk about next.
Given that you don’t have a choice with the location, you almost always want your classes to be set up one for each row in the transaction.
When you click on the Location Label drop down you immediately get ideas on how to use it:
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It would be amazing if we could add custom labels, but I imagine it’s not that easy to code, or Intuit would have done it by now.
Once you have QuickBooks Online classes and locations turned on, you can see how they appear in transactions. Let’s start by looking at expense transactions.
As you can see, I can split a transaction into different sections to go with it, but I can only use one section for the whole transaction.
So when I say that my answer is which one should you use, I’m not kidding. If you don’t need to use them for different purposes, and stick with the properties example, you can use both so you can access different types of reporting for your properties.
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Using both for your assets will enable you to actually have a “Balance Sheet by Location (Asset)” and not actually a “Profit and Loss by Category”.
We’ll set these up as the first location. One of the really cool things about places is that each one can have its own contact information. So if your client’s company actually has departments, you can use that and have separate invoice templates and contact information if necessary.
If you click on any of these checkboxes, a dialog box will open allowing you to enter information.
Ideally you want a separate bank account for each asset (location), but as you will see, you can still track it. This particular deposit is going to work perfectly on the balance sheet because it goes between 2 balance sheet accounts; The bank account itself and shareholder contributions (equity).
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Once you’ve recorded this deposit, you can run the balance sheet total by assets and it looks like this:
If we are sharing a bank account, then there is no transfer to be done. You can do this with a simple journal entry but we need to do 2 things:
The entry will go in and out of the same bank account but at different locations as well as from/due to 2 different accounts.
Let’s now look at the balance sheet, totaled by assets and it will make a ton of sense:
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The money in the bank is split perfectly between the two assets, and notice how well it looks on accounts payable/to. It is quite clear that 2632 Marine Way owes over $100K to 2416 W Victory Blvd.
Next I’m going to remove that journal entry and we’re going to do this assuming that each asset has its own bank account.
It’s almost counterintuitive, because the temptation would be to record a transfer between two bank accounts, but you can’t because you have to treat it between two completely different companies with two different QuickBooks Online files.
So we’re going to record the payment from Wells Fargo – 5678 and book it payable to/from 2416 W Victory Blvd…
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Then we’re going to record a deposit and book it due/from 2632 Marine Way…
So even if in the real world you transferred money between two bank accounts, in QuickBooks Online you must record each side as a completely separate transaction.
This should give you a pretty good idea of how locations (in this case called properties) work in QuickBooks Online. They do a really good job on the balance sheet. Not so good on gains and losses, because they don’t live at the transaction statement level, and that’s where your income statement accounts live.
First I went through the same transactions and assigned the same properties as classes, and then totaled the balance sheets by class and you can immediately see where the classes fail
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Bank account transactions don’t work on this report, even though classes are assigned, and I haven’t even split the transactions into multiple classes.
So classes work better on profit and loss, and we’re going to assign both classes and properties on these transactions so we can see what works well and what doesn’t between classes and properties on the profit and loss report.
Let’s say I get a utility bill for all three properties and let’s say the split is 30/40/30 on a total bill of $1,500.00.
You can already guess that this won’t work – everything will be connected to 2416 W Victory Blvd, but I’ll show you how to fix it if you want.
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Essentially you take away $900 of 2416W’s winnings
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