QuickBooks Online Training

Hands-On Help From a ProAdvisor Who Gets Your Business

Whether you're brand new to QuickBooks Online or just want to get more out of it, this training is for you. I offer one-on-one, personalized guidance to help you feel confident and in control of your business finances — without the YouTube rabbit holes or tech headaches.

I'm Jody, a certified QBO Advanced ProAdvisor and real-world bookkeeper with years of experience supporting construction, real estate, and small business clients. I don’t just teach you how to click — I teach you how to think like a bookkeeper so your books stay clean and accurate.

💡 What Can We Cover in Training?

Each session is tailored to your business, but common topics include:

• How to properly set up your QuickBooks file
• Invoicing and receiving payments
• Bank feeds and transaction categorization
• Reconciliation made simple
• Chart of Accounts best practices
• Sales tax setup & tracking
• Job costing or class tracking basics
• Troubleshooting common errors
• Cleaning up what someone else "sorta" set up before

If you're tired of trying to figure it out on your own — let's simplify it together.

💰 Training Options & Pricing

💻 QuickBooks Online Training – 1 Session – $150

A focused, personalized session to help you get unstuck, clean up confusion, or learn something new inside QBO — fast.

Whether you’re brand new to QuickBooks Online or need help fixing a specific issue, this 1-hour training is tailored to your business. You’ll get practical guidance, hands-on help, and real clarity so you can move forward with confidence.

What’s Included:

✔ 60-minute Zoom session

✔ Hands-on walkthrough based on your needs

✔ Common topics: invoicing, categorization, reconciliations, sales tax

✔ Follow-up notes or screen recording (optional)

(Great for solo business owners, admins, or anyone needing expert help without committing to a full package.)

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💡 3-Session Package – $400

 Need a little more time to learn the ropes or fix multiple issues? This 3-session package is perfect for foundational training or guided cleanup.

We’ll meet three times (1 hour each), covering essential workflows, answering your questions, and helping you build strong QBO habits. Sessions are tailored to your needs and paced to match your learning style or schedule.

What’s Included:

✔ (3) 60-minute Zoom sessions

✔ Flexible training topics customized to your business

✔ Hands-on help with categorizing, invoicing, reconciliations, reporting, and more

✔ Email support between sessions

✔ Optional screen recordings or recap notes after each session

(Perfect for newer users, DIY business owners, or anyone wanting a solid grasp of day-to-day bookkeeping tasks inside QuickBooks.)

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💼 5-Session Package – $650

 The most value-packed option for business owners who want to master their books with expert guidance every step of the way.

This package includes five 1-hour, one-on-one training sessions customized to your business and learning style. Whether you're just getting started or want to take your QBO skills to the next level, we’ll build your confidence and streamline your workflow over time, without the overwhelm.

What’s Included:

✔ (5) 60-minute Zoom sessions

✔ Hands-on walkthroughs of key features (invoicing, categorization, reports, sales tax, and more)

✔ Personalized training tailored to your industry and workflow

✔ Email support between sessions for quick questions

✔ Follow-up notes or screen recordings (optional)

(Perfect for DIYers, new hires, admin staff, or anyone looking to build strong, clean books with expert help.)

Click Here to Book 

🙌 Why Work With Me?

• QBO Advanced Certified + Payroll Certified
• Experience with niche industries like construction, real estate, and trades
• Current Intuit QuickBooks Live Expert Bookkeeper
• Down-to-earth, practical, and jargon-free training
• No judgment — just real help