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LIVE TRAINING

Customizing QBO

Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds.

QuickBooks Problem solved!

QuickBooks Setup, Troubleshooting, and Training

Table of Contents

QuickBooks Setup, Troubleshooting, and TrainingI love it when I work with a client to troubleshoot their QuickBooks file, and I accidentally find them money, or solve a dispute. This week I helped a company whose QB for Mac was set up a long time ago, and has been used incorrectly ever since.

I showed them how to properly invoice and receive payments from customers. In the process, we uncovered a discrepancy between what the contract said they were supposed to pay, and what they actually paid.

This information will allow them to get back on track with the project!

We didn’t set out to solve that particular problem, but it’s amazing what information you can uncover about your business when your QuickBooks is set up, and used, properly!

If you find yourself keeping your sales figures in your head, let me help you organize them by client, product, and project!

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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