Quickbooks and Me

QBO is being used by me, the accountant and my boss. I use it for bookkeeping exclusively. It is used for recording and paying bills, tracking expenses, making reports, managing 1 bank account and 2 credit card accounts--three if we count QBO's own charging system. My boss uses it to generate invoices, make deposits, and integrate with proprietary software of his company. No other employees use QBO as there is no need. Since I work from home, it is very easy to communicate what each of us is doing because it appears instantly.

No, it was not easy to learn. And I can speak Greek! I was the only employee in the brand new office of a brand new business so there was no one who had been there before to give direction. However, the QBO telephone agents made me aware that there were online lessons that were included in my subscription and I began to study those. I watched You Tube videos. The QBO online lessons were made for situations in which nothing went wrong, but I persevered. I made hundreds of mistakes and problems for myself but the telephone agents were always there to bail me out. Slowly, I began to understand why QBO wants things done a certain way (the QBO way) and as I continued, things began to make much more sense to me. After a year or so, I returned to some of the online QBO lessons and now they made sense to me. And with my current knowledge, and rewatching those online lessons, I could refine my skills.
I would recommend the solo method only if you are a self starter, are passionate about making things work right, are determined that you will master this stuff, and have the time to call in to QBO for their excellent agents who are equally determined to see you succeed in business and in QBO

Premium support is included in my subscription and I love it. The agents are dedicated to all things Quickbooks and devoted to finding solutions to my questions and problems. With few exceptions, they are all amazing and have vast experience with QBO. The usual wait for an agent is under 10 minutes. There have been a few agents who sound like they started 5 minutes ago and I don't have time for that nonsense, so I hang up and try again. The agents will not stop working until they are satisfied that I have a complete understanding of why things went wrong, how they fixed it and how I can avoid this problem in the future

This is a hard to choose option since there have been too many instances of exceptional service. About a year ago, when I first started QBO I made many, many problems for myself. Things were recorded wrong, categories were wrong, numbers didn't add up, vendor transactions had multiple entries for the same amount. It was a nightmare for me. When I would call in, I told the agents I don't care what they do to fix it, just please fix it. I gotta tell you, it was like riding around with Indiana Jones. With the screen share Smart Look, I had to do all the work as they could see but not control my screen. As we worked together, I had seen screens that I never knew existed. I learned that I could unreconcile things that were reconciled, fix the situation and then poof!, I could reconcile again (with admonishments not to do this without supervision). The frequency and numbers of my mistakes, along with with excellent QBO agents, were actually instrumental in my QBO education. No one learns anything when things are perfect. The more mistakes I made, the more solutions I learned! and I learned agents approached the solutions differently--which gave me more solutions to use. This, on the whole, has been a fun learning process.