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Iconis Group - Firm Training Discovery Call Request
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>> Training Topics <<
Understanding the Bank Feeds
Linking & Importing
Fixing Common Issues
Creating Rules (you can also export and import into different clients)
Using Amazon Business Feed
Creating Transactions
Invoicing and/or Sales Receipts
Progress Invoicing
Tools to help get paid faster
Charging clients for time or reimbursable expenses
Bills - either paid by check or using Melio or Bill.com
Utilizing POs
Managing projects (still not a very strong feature in QBO)
Inventory transactions
Month End
Month End Overview and Planning
QBO Reconciliations
What to look for when reviewing the Balance Sheet
Creating Workpapers to support account balances
Reviewing and reclassifying P&L transactions
Year-End Work
Prep for Taxes Tool/Trial Balance
Tying a tax return to the balance sheet
1099 Prep
Cleanup
Diagnosing the Books - reviewing and listing what needs to be fixed (Cathy’s methodology)
Planning & Creating a Checklist (Cathy’s methodology)
Managing Expectations (Cathy’s methodology)
QBO Settings/Setup Best Practices for Cleaning Up
Managing Lists
Importing Data
Fixing Transactions
Utilizing a cleanup clearing account
Product/service/item mapping issues
Reporting
Understanding how Cash and Accrual basis works in QBO
QBO Reporting Overview
Customizing & Filtering Options
Saving Reports
QBO’s Management Reporting
Other
Understanding Payroll Entries and how the payroll system works
Using Clearing Accounts
Recording Loans & Payments
Understanding QBO Accountant Tools
Search, Advanced Search & Audit Log
Prior vs Current Year Adjustments
Why/when do we use $0 transactions
Reconciling data between QBO and another app
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