Master QuickBooks Online inside and out — from Chart of Accounts to advanced reporting and everything in between.
QuickBooks Online (QBO) is one of the most widely used tools among UK small businesses. A significant proportion of your clients are already on QBO or asking you to support it. The problem? Most practices treat QuickBooks as "just another accounting package" and never invest time to learn its unique strengths and workflows.
QBO has its own logic, terminology, and way of handling everything from bank feeds to VAT returns. Class and location tracking, custom chart templates, project profitability reporting, and 750+ integrations give it capabilities many practices never discover.
We train on QBO's chart of accounts structure, custom account types, sub-accounts versus tracking classes, VAT scheme configuration, financial year setup, and the default settings that prevent headaches down the line.
QBO's bank feed system works differently from Xero's. We cover connecting accounts, matching and categorisation, bank rules, handling transfers, and the reconciliation process. We also address common pain points like duplicate transactions and the "undeposited funds" account.
Complete VAT workflow training: configuring settings, applying correct VAT codes, running returns, reviewing exceptions, adjustments, and submitting to HMRC via MTD API. Plus flat rate VAT, cash accounting, partial exemption, and reverse charge for construction.
One of QBO's most powerful features. We show how to configure classes and locations, apply them consistently, and run Profit & Loss by Class reports that give clients actionable multi-dimensional insights.
Dext, GoCardless, Shopify, Deputy, and hundreds more. We help your team understand which integrations add genuine value, how to connect and configure them, and how to troubleshoot sync issues.
We review your QBO setup, connected integrations, and each team member's proficiency to identify where training will deliver the most value.
Training programme built for your exact needs — fundamentals for new starters, advanced reporting for managers, or VAT workflow training for the whole team.
Delivered live using your actual QBO environment. Participants set up clients, process transactions, and run VAT returns with real scenarios.
QBO-specific cheat sheets, workflow guides, bank rules template, and Chart of Accounts best-practice template for UK accounting practices.
30 days of email support from our QuickBooks ProAdvisor trainers for tricky reconciliations, VAT exceptions, or misbehaving integrations.
Support QBO clients confidently without fumbling through unfamiliar menus
Faster month-end processing with bank rules, batch actions, and efficient workflows
Accurate VAT & MTD compliance that eliminates errors and HMRC penalties
Unlock reporting that impresses clients — class tracking and project profitability
30 days of QuickBooks ProAdvisor support after training
Book a free training assessment and find out how we can get your team working faster in QBO.
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