United Profit Partners Digital Products

MODULE ONE: SETUP

This module will walk you through the essential general setup to ensure you can use your QuickBooks Online Account on a basic level. We promise not to bore you with every setting and feature. After this module, you will be able to use your QuickBooks Online account for your basic monthly bookkeeping.

WE WILL WALK THROUGH: 

- Choosing the best QuickBooks Online subscription for your business so you have all the features you need to be successful but are not paying extra for features you don't
- Uploading and customizing your account categories (known as chart of accounts) with our templates so that you can easily analyze your finances in the context of your industry
- Connecting your bank accounts so that your transactions automatically feed into your QuickBooks Online account so you can save time on your bookkeeping each month

MODULE TWO: GET PAID

In this module, we will walk through the setup required, basic features and advanced features to help you get paid using QuickBooks Online. After this module, you will be able to confidently use the invoicing feature in QuickBooks Online.

WE WILL WALK THROUGH: 

- Uploading your existing clients and services so that they are ready to invoice
- Customizing your invoice template to reflect your company's brand and vibe
- Sending an invoice to a client so you can get paid
- Marking an invoice paid so it shows up on your financial statements correctly
- Using recurring invoices and sales receipts so that you can automate your invoicing 

MODULE THREE: PAY OTHERS

In this module, we will walk through the setup required, basic features and advanced features to help you track who you paid or need to pay in QuickBooks Online. After this module, you will be able to confidently use the expense features in QuickBooks Online.

WE WILL WALK THROUGH: 

- Uploading your existing vendors so that they are ready to assign to transactions
- Setting up receipt capture and forwarding so that you can quickly and easily manage receipts
- Tracking bills and expenses so that you are sure to capture all possible tax deductions (and save money on taxes!)

MODULE FOUR: MONTHLY BOOKKEEPING

In this module, we will walk through exactly what needs to be done to close out your monthly bookkeeping. This is a module you will reference month after month. 

WE WILL WALK THROUGH: 

- Categorizing transactions so that everything is in the right bucket
- Reconciling your bank accounts so that you can make sure all income and expenses are included.
- Creating rules so you can speed up categorizing transactions each month. 

MODULE FIVE: FINANCIAL STATEMENTS

In this module, you will learn how to double check your financial statements to make sure everything is correct. You will also learn how to use your financial statements to make data-backed decisions.

WE WILL WALK THROUGH: 

- Proofing your profit & loss statement and balance sheet so you can ensure accuracy
- Using your financial statements to gauge the health of your business and identify changes you would like to make