Your QuickBooks already does this work. Nobody turned it on.

A free one-page checklist of the 10 automations already built into QuickBooks Online — with the exact click-path to each one and how much time it saves.

✦ The 10 automations worth turning on, each with the exact menu path — no digging through settings to find them.

✦ Three flagged 5-minute wins to start with in less than 15 minutes.

✦ Realistic time-saved estimates for every item, so you can start where it pays off most.

What happens after you sign up

Receive a couple of QuickBooks fixes or tips a week. Each one small enough to do on the spot.

The checklist, instantly

One email, one download. The PDF is yours to print, share with your team, and tick off as you go.

Start with the 5-minute wins

Three items are flagged to turn on first. Most people have the first one running the same day they download it.

Help when you're stuck

Stuck on any item, or want a second set of eyes on your setup? Email me one line about where you're stuck and I'll tell you what I'd fix first.

Made for the person who ended up with the books.

✦ You run a small business and do your own QuickBooks — the business was the plan, the bookkeeping wasn't.

✦ Or you're the office manager or admin who inherited the books somewhere along the way — nobody trained you, and yet here you are.

✦ You suspect QuickBooks could be doing more of this for you — you've just never had a spare afternoon to find out what, or where.

Still struggling with data entry in QuickBooks?

Get the free checklist and have your first automation running today.