QBO-Class Tracking, Projects, Location Tracking, Tags, & Job

Empower Your Business Financial Management: In-Depth Mastery of Advanced Features in QuickBooks Online

Created by: Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI

What Will I Learn?

• Gain a comprehensive understanding of advanced features in QuickBooks Online, including Class Tracking, Projects, Location Tracking, Tags, and Sub Customers/Job
• Learn to effectively utilize these features to optimize business financial management.
• Understand how to differentiate between these features and identify when to use each one for maximum benefit.
• Discover how to track and analyze profitability, expenses, and other important financial indicators using these tools.
• Become proficient in managing and tracking project income, costs, and overall profitability within QuickBooks Online.
• Master the skill of tagging transactions for improved visibility and better financial reporting.
• Learn to track data from multiple locations, departments, or outlets, enabling more precise financial management.
• Understand how to manage sub customers or jobs, including tracking the details and profitability of individual jobs.
• Engage in a detailed comparison of these features, learning their strengths and weaknesses to make informed decisions for their business.
• Ultimately, gain the skills to use QuickBooks Online to its full potential, enhancing their overall business efficiency and financial organization.

Requirements

• On basic understanding of QuickBooks Online

Target audience

• Small to medium-sized business owners looking to optimize their financial management and gain a deeper understanding of QuickBooks Online's advanced features.
• Accountants or finance professionals aiming to enhance their QuickBooks Online skills to provide more value to their clients or employers.
• Project managers in businesses that use QuickBooks Online and want to leverage its features for improved project cost tracking and profitability analysis.
• Individuals aspiring to enter the fields of accounting, finance, or business management, who wish to become proficient in using a popular and powerful online accounting tool.
• QuickBooks Online beginners who are familiar with the basics and want to dive into its advanced features to gain more comprehensive knowledge.
• Existing QuickBooks Online users who want to leverage its advanced functionalities for improved business outcomes.
• Freelancers or solopreneurs who manage their own finances and wish to utilize QuickBooks Online to its full potential for better financial organization.