Start Learning QuickBooks Today
Proven, step-by-step QuickBooks training video course organized so you can learn what you need, when you need it.
Recently completely re-recorded and expanded, with more updates on the way...
Who Am I?
AJ Stockwell, CPA
I am the founder of Learn Bookkeeping Today and Climb CFO, an outsourced CFO firm. Maybe you've seen my YouTube channel with QuickBooks tutorials and other accounting videos.
- I'm a CPA (Certified Public Accountant)
- Over a decade using and teaching QuickBooks
- Bachelor's and Master's degrees in accounting
- Certified QuickBooks ProAdvisor
I run a QuickBooks® consulting and bookkeeping business where I serve clients in a variety of industries. I've implemented accounting systems and processes to improve businesses as a whole and then trained their teams to use them.
More recently I’ve been working one-on-one with companies as a trusted member of the team. So I have the perspectives of an outside consultant, an in-house team member, and a business owner.
Working directly with business owners in industries ranging from manufacturing to retail to real estate, I saw a need for high-quality QuickBooks training. This key point came up again and again:
There was a lack of on-demand QuickBooks training resources that a business owner could go to and quickly find out how to do exactly what they need to do right away.
I found YouTube videos that were four or five years old and ridiculously expensive training courses that made you buy multiple levels and were never updated or improved. Yuck.
So I've spent the past decade identifying the best way to train QuickBooks® users and optimize that process, and I built the training course I would want my own clients to have, including customer support from me personally.
Stop looking all over the internet every time you need to figure something out in QuickBooks.
My courses are designed to put the information you need at your fingertips -- On your computer, your tablet, or even your phone.
I planned, recorded, and edited this course all myself, and I handle all customer service myself.
What You Get
This training package is composed of of high-definition training videos that walk you through each function of QuickBooks®. As soon as you register, you get access to all of it, so you can immediately jump around to whatever part you want to learn.
The videos are split into "Modules" based on topic, and each Module has several videos by sub-topic, making it fast and easy for you to find what you need, when you need it.
In the past, I sold training for QuickBooks® Desktop and QuickBooks® Online separately, but I found that it makes sense for most people to have access to training for both. Even if you don’t need it right away. This is because many businesses are moving from Desktop to Online, and bookkeepers might have clients that use both platforms.
So I combined my material into one large course package and offer it all together for one fair price.
- No, you don’t have to be a trained accountant.
- No, I’m not going to bore you with “debits and credits” and technical accounting theory. (But I have a course with that coming for those interested...)
- No, I don’t make you watch all the videos in a certain order. But I present them in a logical order for you to follow along if you're just getting started and want a full overview.
- Yes, this course is self-paced so you can jump around to the training section you need. Repeat videos as many times as you want, and come back later to reference specific topics as needed.
- Yes, this course works for QuickBooks® beginners and experienced users alike.
- Yes, you can email me questions if you get stuck. I personally provide 100% of my customer service, with step-by-step responses and screenshots.
- Yes, you can come back and watch the videos as many times as you need. You get lifetime access and can even download the videos.
Ready to get started?
The Course Is Organized into 11 Modules. Here are some highlights of each:
Module 1: Setup & Settings
- Setting up your QuickBooks file - get this right from the beginning to save future headaches!
- A review of the software settings and the best way to set them up
- Setting up your “chart of accounts”
- My #1 tip for keeping your QuickBooks® secure
- Why and how to backup your QuickBooks® file automatically
Module 2: Products/Services, Sales Tax, Classes & Locations
- Add and track the products and services you sell
- Put sales tax calculation, collection, and tracking on auto-pilot. Get this right from the start!
- Create “product categories”
- Learn how to use “locations” and “classes” in order to categorize your transactions
- Attach files to transactions for better record-keeping.
Module 3: Vendors, Accounts Payable, & Inventory
- Setup new vendors
- Set vendors up for 1099 tracking to save time and money at tax time
- Enter credit card expenses
- Enter invoices and record payment for vendors
- Create Purchase Orders and receiving reports
- Use POs to quickly match and enter the corresponding vendor invoice
- Track the quantity and cost of inventory (and cost of goods sold)
Module 4: Customers, Sales and Invoices, Accounts Receivable, Estimates/Proposals
- Setup your customers and clients
- How to enter daily or weekly sales summaries
- Record refunds and credits to customers
- Create invoices that can automatically be emailed to customers
- Send invoices in a format that customers can actually use to pay you by credit card or bank transfer
- Record receiving payment from customers against their invoices
- Create estimates or proposals
- Use those estimates/proposals to create invoices with just a couple clicks!
Module 5: Banking, Credit Cards, and Reconciliations
- How to balance and reconcile your bank account and credit card statements including tips and tricks to make it easier
- Record transfers between accounts
- Import transactions from your bank to speed up your bookkeeping and improve accuracy
- Record bank deposits in QuickBooks®
- “Write” checks out of QuickBooks® or enter checks you’ve handwritten
- Print checks from QuickBooks®
Module 6: Reporting
- Overview of the report center and guide of the reports QuickBooks® offers
- Introduction to reading the P&L and Balance Sheet
- Using and customizing the P&L and Balance Sheet
- Overview of the other common reports in QuickBooks (A/R Aging, A/P Aging, inventory reports, payroll reports, and more)
- My favorite customizations to quickly assess company or budget performance from the P&L
Module 7: Automation
- Never waste your time manually re-creating a custom report over and over again!
- Setup regular expenses to enter automatically without even having to think about it
- Get your daily sales summaries or customer invoices 95% automated so all you have to enter is quantities
- Set QuickBooks® to automatically create and even email invoices to customers
Module 8: Payroll
- How to add payroll to QuickBooks® and get it setup
- Add new employees quickly and easily
- Run payroll for hourly or salary employees with different taxes or benefits
- Record payment of payroll taxes or benefits
- Use QuickBooks® to help prepare payroll tax forms
Module 9: Journal Entries and Budgeting
- How to record Journal Entries in QuickBooks®
- How to add your Budget to the QuickBooks software
- Keep track of your actual performance annd compare it to your budget
Module 10: Loans and Fixed Assets
- Learn how to set up various loans such as a long-term loan or a line of credit
- Record monthly loan statements with principle and interest
- Automate some of your monthly loan statement entry
- Record the purchase of a fixed asset like a building, land, equipment, or a vehicle the RIGHT way
- Record and automate your monthly depreciation on those fixed assets
Module 11: Projects - Coming Soon!!
- Track revenue and expenses by Project
How Long Will I Have Access To The Course?
When you join today, you lock in immediate, lifetime access to all of this training.
You also get to immediately use any future updates or added content at no further cost to you. You don’t have to buy multiple levels or upgrade or pay for updates.
Customer engagement is important to me, and I create new training videos and tutorials based on customer feedback.
That’s right: If there’s a feature you want to learn about, and it’s not already covered, just send me an email, and I’ll record a new video and add it to the course.
Nobody else will do that. But I know that constantly improving the course based on customer feedback is the only way to build the best course available.
60-Day Money Back Guarantee
Love it or it's free
Join my course, go through it, and if you aren’t satisfied in the first 60 days, just email me and I’ll give your full purchase price back. No questions asked or hoops to jump through or “gotchas.”
Ready to get started?
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