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Module 5: 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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"Get a basic understanding of how to use this popular accounting software for small and medium-sized businesses."

Module 5 Video

Please watch the video below for Module 5. 

Actual live air date: November 18, 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.


Complete the bank reconciliation.

Try to record a complex transaction.

Set up and save your reports for this year.

Feel free to download the video of the 3 QBO Reports.

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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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