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Module 3: QuickBooks

Partnering with you to set up the Quickbooks back end of your business

to enable you to take advantage of the robust functions and features

to suit your needs will save you even more time and money.

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Module 3

the Basic Settings

Christine Walters

"Get a basic understanding of how to use this popular accounting software for small and medium-sized businesses."

Module 3 Video

Please watch the video below for Module 3. 

Actual live air date: November 16, 2022

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Presentation, Homework & Freebees

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This is a PDF version of the presentation that was presented in the video.


  • Customize your own form.

  • Set up your products & services. 

  • Continue setting up bank rules in Quick Books. 

  • Setup Sales Tax, if required.

Feel free to download the Behind the Transactions Cheat Sheets. 

Bookkeeping 101 Hack: 

Connecting all of your accounts to Quickbooks will make it easier to track business and personal expenses.

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Christine Walters

We listen to your concerns as a non-judgemental advisor and provide personalized guidance for the life event you are experiencing. By working together and using proactive tax planning, we can better navigate life's other money-related challenges.

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