Join us for an exclusive Live Zoom Training series tailored specifically for E-commerce business owners seeking to manage their accounting and bookkeeping efficiently using QuickBooks Online. This series is also ideal for accountants and bookkeepers looking to extend their services to E-commerce clients.

Overview

Duration: 5 Zoom Sessions, each lasting 40 minutes.

Module Breakdown:

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Module 01: Getting Started

  • Discover the optimal A2X Package for your E-commerce Business.
  • Learn how to add user accounts in A2X and grant access to your accountant/bookkeeper.
  • Connect your QuickBooks Online account seamlessly with A2X.
  • Integrate your A2X account with major E-commerce platforms like Amazon, Shopify, ebay, Walmart, BigCommerce and Etsy.

Module 02: Setup Essentials

  • Set up A2X Mapping Chart of Accounts tailored to your E-commerce platforms Like Amazon, Shopify, ebay, Walmart, BigCommerce and Etsy.
  • Add A2X Cost of Goods Sold (COGS) Per Unit in the Cost Table.
  • Setup A2X Bank Account for streamlined payouts from Ecommerece platforms like Amazon, Shopify, ebay, Walmart, BigCommerce and Etsy.

Module 03: Streamlining Processes

  • Process E-commerce sales seamlessly to QuickBooks Online via A2X.
  • Manage E-commerce platform expenses efficiently in QuickBooks Online through A2X.
  • Handle E-commerce COGS effectively in QuickBooks Online via A2X.

Module 04: QuickBooks Online Setup and connectivity

  • Identify the best QuickBooks Online package for your E-commerce operations.
  • Add new users to QuickBooks Online and grant access to your accountant/bookkeeper.
  • Create a Chart of Accounts tailored to your E-commerce sales channels such as Amazon, Shopify, ebay, Walmart, BigCommerce and Etsy.
  • Connect your bank and credit card accounts seamlessly with QuickBooks Online.

Module 05: Transaction Categorization and Management

  • Learn how to categorize your business bank and credit card transactions effectively in QuickBooks Online.
  • Master monthly reconciliation of your business bank and credit card accounts in QuickBooks Online.
  • Manage categorization of business expenses paid from personal bank accounts.

Module 06: Reporting & Financial Analysis

  • Generate insightful Profit & Loss, Balance Sheet and Cashflow Statement reports in QuickBooks Online.
  • Customize Reporting as per your needs and requirements with a a graphical Presentation.
  • Analyze your monthly Profit & Loss and Balance Sheet effectively for informed decision-making.
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