• Choose the Right QuickBooks

    by Eric Greenspan 7 Lessons in ,

    QuickBooks is designed to be easy to use, accessible from anywhere, and powerful. One of the challenges faced by users and ProAdvisors (accounting pros affiliated with Intuit) is choosing the right product for the job. Job costing, inventory, the Cloud, app integration, performance, number of users, are just a few of the choice one must make when choosing the right QuickBooks product. Payroll, QB Payments, and the list goes on. This is a Live Course. This means it will continue to grow as QuickBooks grows and changes.

  • Don't Sweat the Small Stuff - Learn It

    by Eric Greenspan 3 Lessons in

    You know those things we don't know? Well, we're going to know them soon enough. Stay tuned for a brand new course on learning things we need to know to run our business day to day. Don't sweat the small stuff, learn it is all about this.

  • Cloud Accounting with QuickBooks Online

    by SOB Faculty 37 Lessons in

    The Cloud changes everything and QuickBooks is now available in a very robust, cloud version affectionately known as QBO. QuickBooks Online is a solid product that is widely used by many bookkeepers and small businesses worldwide. It continues to evolve, ... Read More


    by SOB Faculty 5 Lessons in

    Enter a week’s worth of bills in just minutes Simply stack bills and documents in your fax or scanner and click send to Or have your vendors email bills directly to us. notifies your approvers to review the ... Read More

  • How to Pass QuickBooks ProAdvisor Advanced Certification Exams

    by Tim Adams, CPA 17 Lessons in ,

    Get ready for a great new course from to help you get your advanced certifications. Taught by a master test taker, Tim Adams got his CPA directly out of college and sat and passed all tests in the same session! NOTE: If you are concerned about the upcoming changes to the ProAdvisor Certification Exams, they have no effect on this course. We are working on “how to take the test,” not the content. If Intuit makes other changes, we’ll be sure to update the lessons, annotate or create an add-on lesson for you. You should NOT wait to watch this course. The course will help you on this test, the future test and many other tests, in general.

  • Xero - Beautiful Accounting Software

    by SOB Faculty 5 Lessons in

    Welcome to Accounting in The Cloud with Xero. If you are considering using Xero or you are already using Xero for your cloud accounting solution then you’re in the right place. We’re going to show you how to use Xero ... Read More

  • QuickBooks Desktop 2016 - Features, Functionality and Fundamentals

    by Kathy Grosskurth 15 Lessons in ,

    This course is dedicated to QuickBooks Desktop 2016 features and will showcase it’s specific functions while it teaches the fundamentals of bookkeeping. Kathy Grosskurth is an advanced certified QuickBooks Online and Desktop ProAdvisor. Her style, knowledge and approach to teaching ... Read More

  • How to Startup Your Startup - How To Startup, Get Up and Keep Up

    by SOB Faculty 1 Lessons in

    Getting started may be the hardest and very first choice you need to make, but once you do, we’ve got you covered in this course. From choosing a company name to the type of business entity you need and so ... Read More

  • Bookkeeping Fundamentals - The Course

    by Kathy Grosskurth 6 Lessons in ,

    It all starts with knowing the basics and terminology. Kathy Grosskurth takes us through it all. It’s a friendly course and really well done. You can’t get enough of it. Even an old pro can use this as a means ... Read More

  • 17Hats

    by SOB Faculty 5 Lessons in

    THE BEST THING TO HAPPEN TO BUSINESS SINCE MONEY. You don’t need dozens of apps and subscriptions, you need a partner like 17hats. Discover all you can do with the ridiculously easy all-in-one business management app.

  • Sage View

    by SOB Faculty 5 Lessons in

    Sage View will give you insights into what’s really going with your clients’ data. Become the trusted advisor you wish to be today. Learn this product!

  • Qvinci

    by SOB Faculty 4 Lessons in

    The implementation and operation of Qvinci is a simple, straightforward process. Set up a Qvinci Account. There is only one Administrator for each account. Add Companies to the Account. See below for recommended implementation structures, by industry/application. Link & Sync ... Read More

  • Desk Yogi - Turn Your Workstation Into A Wellness Station

    by SOB Faculty 10 Lessons in

    A Wellness Solution Designed For Your Day Fitness, yoga, nutrition and stress reduction right at your desk. Take a Break: Desk Yogi helps you improve your health and happiness right at your desk with 3 to 10 minute video lessons ... Read More

  • Cogniview PDF2XL

    by SOB Faculty 4 Lessons in

    PDF2XL is a product that will enable you to turn PDF’s into useful data and documents. The thing PDF2XL does really well is that it enables you to setup complex layouts and save or export those layouts. This allows you ... Read More

  • Accounting and Bookkeeping Cloud Practice Management

    by SOB Faculty 20 Lessons in

    The ABCs of starting and growing an accounting or bookkeeping practice. From pricing, to your website, to social media marketing, ABCPM will help you grow your practice and make more money.

  • Transaction Pro

    by SOB Faculty 4 Lessons in

    Importing transactions into QuickBooks can be a chore. Sometimes, we need to undo what we just did. Sometimes we need to import, export and delete. Transaction Pro has a solution for it all. If it’s managing getting data in or out ... Read More

  • Handling Customer Deposits and Cleaning Up Undeposited Funds

    by SOB Faculty 4 Lessons in

    Ready to learn? Here's what Handling Customer Deposits and Cleaning up Undeposited funds has in store for you: Learn how to capture customer deposits in QuickBooks using an invoice so you can easily track deposits by customer. See the impact on the balance sheet when you invoice for the retainer or deposit, and when you receive the money and deposit that money into the bank account through the undeposited funds account. Learn how to apply the customer deposits to the invoices when the time comes to bill for services rendered. Learn how to clean up a mess in undeposited funds. When your books have many payments in undeposited funds it means that most likely you have duplicated your income. Learn how to digitally document your deposits using Evernote with some powerful Evernote tips! Look for the QuickBooks tips, tricks and hacks - there are more than 10 tips that will have you powering through QuickBooks in half the time you're used to.

  • Sage One - Easy Cloud Accounting & Invoicing

    by SOB Faculty 4 Lessons in

    Sage One Accounting is a serious competitor to QuickBooks Online and Xero. Here’s a quick overview on the product.

  • Fundera

    by SOB Faculty 5 Lessons in

    Real people, helping you find the best possible small business loan. Fundera is the easiest way to shop and save on a small business loan. In just the past year, we’ve helped hundreds of businesses get the lowest cost on ... Read More

  • Finagraph

    by SOB Faculty 5 Lessons in

    Finagraph is one of those companies that bookkeeping and accounting professionals should be learning and adding to their quiver of “trusted advisor” arrows.

  • Smartsheet

    by SOB Faculty 10 Lessons in

    Spreadsheet Easy Instantly familiar, so everyone on your team “gets it” and hits the ground running. With one centralized, always-available tool, you’ll work smarter, not harder. Works Your Way Flexible to manage any kind of work — from simple task ... Read More

  • Expensify

    by SOB Faculty 12 Lessons in

    Recently named one of the Most Innovative Companies in 2015 by Fast Company, Expensify automates your expense reporting process from the moment you get your first receipt to when the accountant exports the final report into an accounting package. Throw ... Read More

  • BillQuick

    by SOB Faculty 5 Lessons in

    BillQuick is an intelligent time tracking, billing, accounting and project management solution, designed to help you increase efficiency, streamline processes and improve performance. Never let billable hours fall through the cracks. Easily track time and record expenses for accurate invoices ... Read More

  • Valuing your Business (for Shark Tank)

    by SOB Faculty 4 Lessons in

    Ever watch Shark Tank? Either way, valuing your business is one of the toughest challenges many entrepreneurs face. As a big fan of Shark Tank, we’ve designed a course to help you value your business and impress the cast of ... Read More