How to Train Your Team to Help with QuickBooks Tasks
Having bookkeeping run effectively in your business is easier if your team can help with bookkeeping tasks. In this episode, Bernard Roesch shares how you can train your team to help with common QuickBooks tasks.
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Example QuickBooks Tasks For Your Team
In any bookkeeping process, there are a number of daily tasks that don’t make sense to have your bookkeeper or accountant help you with. For example, processing incoming bills and sending payments for those bills or entering invoices and sales receipts related to daily sales. This is something that you can have your team help you with.
Also, there are many tasks that can be completed that are semi-automated. For example, you can configure QuickBooks to automatically log your credit card transactions and have your team simply code new transactions, so the automation is always accurate in the future.
How to Train Your Team on QuickBooks
First, you should choose specific types of tasks that you want your team to help with. By being narrow on the types of tasks your team will help within QuickBooks, you can more easily find training resources. Rather than training the team on the entire inner workings of QuickBooks, it’s often easier to have them find online tutorials and guides to walk them through the specific types of tasks they are trying to do. For example, there are plenty of online resources on how to efficiently log accounts for credit card transactions.
In addition to specific tutorials to accomplish narrow tasks within QuickBooks, you can also have your team attend webinars from Intuit or other QuickBooks resource providers. These webinars are helpful for your team to understand the broader aspects of using QuickBooks.
Finally, the last training resource is Q & A sessions with your bookkeeper. By having your team involved with your bookkeeper for specific questions, you can enable them to handle more tasks over time.
Need Help Training Your Team?
If you need help getting your team up to speed on how to best support your bookkeeping process, contact Bernard today. Bernard can help you better define your QuickBooks accounting process and provide resources to your team to learn how to help.