More Than Entering Numbers

Do you struggle with entering transactions into Quickbooks? Do you ask yourself, is there an easier way? Quickbooks comes with many short cuts but you have to understand the basics. Learn how data flows in Quickbooks to

Who is this really for?

This class is for small business and nonprofit bookkeepers, accountants, owners, solo entrepreneurs, founders, supporting staff, and nonprofit board members looking to enhance their Quickbook skills.

Course Updated!

The 2021 Session now available. Check out the bonus recordings and resources.

Does this sound familar?

  • It takes me to long to enter in data.

  • I don't know how to reconcile the bank account.

  • I don't feel I'm fully utilizing Quickbooks.

  • I don't know how to run reports to tell me how the organization is doing?

It's time for YOU to truly create a difference!

You don't need to know everything about Quickbooks. This course teaches you simple tools to move forward.

Course curriculum

  • 1

    Welcome to the course!

    • A message from your instructor

  • 2

    Quickbooks 2021 Winter Session

    • Quickbooks Workshop: Sales Section (Manage Customers/Invoices/Customer Payments)

    • Quickbooks Sales Section: Bonus How Does Sales Tie to Financial Reports

    • Quickbooks Workshop: Expenses

    • Quickbooks Workshop: Banking Section

    • Quickbooks Workshop: Banking Function The Bonus

    • Quickbooks Workshop: Bank & Credit Card Reconciliation

    • Quickbooks Workshop: Chart of Accounts & Reporting

    • Quickbooks Bonus: Classes, Sales Receipts, Paying Credit Cards, QB Bank Balance

  • 3

    Quickbooks 2020 Fall Session

    • Quickbooks Basic - Banking Function & Other Tips

    • Quickbooks: How to Enter Transactions & Bank Reconciliation

    • Quickbooks: Credit Reconciliation & Other Tips

  • 4


    • Resources & Class Materials

  • 5

    Next Steps...

    • Before you go...

    • More resources for you

Not a typical class...

My goal with this class is to give you tips on how to take full advantage of Quickbooks. It's a tool to help your business not to give you stress.



Mary Cassidy, President of Portions Just Right

I felt in over my head with my small business. But when I took Insight’s Quickbooks Master Class with Linda Diakite Karressy, I felt truly relieved that someone was able to explain QB and Accounting so I was able to understand it. I’m so glad I discovered Insight!

Further the Mission

Take your business to the next level by taking the Getting Financially Fit Course!