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QuickBooks Online is a great tool for small businesses in Edmonton. It’s flexible, has all the features you need to run a business, and it’s accessible no matter where you go.

QBO is one of the easier types of accounting software to use, but there’s still a sharp learning curve, and for entrepreneurs, there isn’t always time for that. That’s why many business owners come to us for QBO training – after we’ve helped them set it all up, they can move on to deal with the other important parts of their business.

Full QBO Setup with an Accountant

There are plenty of virtual training options and tutorials for QBO, but the difficult component is the customization of the software for your needs. After all, your business is distinct, and you need access to different information and features from your accounting software than other businesses.

If you opt for QBO Training with a CPA in Edmonton, you’ll learn how to use QuickBooks Online, but furthermore, you’ll have an accountant there to help you fully optimize the system for you.

Making Use of All the Functions of QBO

QBO’s features are among the best for entrepreneurs, people who are self-employed, and small businesses. In addition to the usual tracking, there are a few convenient functions not all users know about, including:

  • Mileage tracking
  • Cash flow planning
  • Automated banking feeds
  • Receipt uploader
  • Accepting payments
  • Inventory tracking

Most people aren’t using all of these functions, which means they could be getting better value from their bookkeeping and accounting, and that they could be missing out on important information about their businesses. 

Optimizing Reports

One of the most useful features in QBO for self-employed entrepreneurs is customized reporting.

Customizing reports is simple once you’ve been trained on how to select the right form of data for each report. Reporting is also made easier when you’ve configured your records to track certain information. For example, if you want to track which category of products or services is selling most frequently, you can set up product or service categories in multiple ways. This is yet another reason to work with an accountant in Edmonton for QBO training and setup.

Keeping track of reports in QBO can also help you maintain better cash flow. If you’re struggling with cash flow, take our free cash flow assessment to see what kind of help you need to stabilize the money coming in and leaving your accounts.

An Alternative: Bookkeeping Services

QuickBooks Online is simple to learn under the guidance of a professional accountant, but many people prefer to allow a bookkeeper to manage their records. Often, as a business grows and the owner has less time to spend on managing the back end of the business, this becomes more important.

Schwan & Associates CPA offers professional bookkeeping services for business wonders who don’t have time to manage their own books. Regardless of whether you choose bookkeeping services or not, you’ll still get full customization for your QBO account and training (so that even if you aren’t managing your books, you can use features like reporting to make good business decisions).

Edmonton Accountant That Offers Quickbooks Online Training

Don’t let your bookkeeping get the better of you and stress you out. If you’re looking for support with QuickBooks Online, be sure to find an Edmonton accountant who is a QuickBooks Certified ProAdvisor. They’ll be able to provide you with extra training, resources, and subscription options.

Reach out to Schwan & Associates CPA for all of your QuickBooks questions and needs. We’ll be happy to share our expertise to help your business thrive and grow with better bookkeeping and accounting services in Edmonton.


Jeff Schwan

Jeff established Schwan & Associates CPA to bring unique “cloud-based” accounting services to small and medium-sized Edmonton businesses. Inspired by the quality time spent with his family, Jeff’s goal is to put more time back in the hands of the busy entrepreneurs who strengthen Edmonton’s business community. With 10+ years of experience in diverse management roles, Jeff has acquired a strong set of leadership and mentoring skills. He is, and always has been, an educator at heart. He knows the value of spreading knowledge, investing in people, and continually learning.

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