Be on the cutting edge of technology.

Learn how to use the first real-time accounting software built for startups.

  • Cut your manual categorization by 50%.

  • Gain efficiencies with automated bank reconciliations.

  • Access AI-powered workflows that make you more efficient.

  • Experience 1 click auto-accruals, automated revenue recognition, and more!

What you'll learn

Get guided by CPAs at Puzzle

    1. Welcome! Become a Certified Puzzle Advisor

    2. Your demo account

    3. Puzzle vs. QBO

    4. Key Differences from Legacy Platforms

    5. Introduction to the Dashboard

    6. Creating a Puzzle account

    7. QuickBooks Financial Conversion

    8. Customizing your Chart of Accounts

    9. Setting up your Chart of Accounts

    10. Connecting Bank and Payroll Integrations

    11. Adding Integrations

    12. Manual account imports

    13. Managing users

    14. Managing users

    15. The firm admin portal

    16. The firm admin portal

    17. Close checklist

    18. Chapter 1 Test

    1. Categorization Intro

    2. Categorizing transactions

    3. Finalizing transactions

    4. Categorization rules

    5. How do rules work?

    6. Classifications

    7. Chapter Review: Categorizing Transactions

    8. Chapter 2 Test

    1. Bank & Credit Card Reconciliations

    2. Reconciling Bank Accounts

    3. Reconciling Investment & Treasury Accounts

    4. Reconciling Investment Accounts

    5. Chapter 3 Test

    1. Recording Payroll

    2. Payroll Overview

    3. Manual Payroll Entries

    4. Chapter 4 Test

    1. Troubleshooting balances in clearing accounts

    2. Clearing Accounts & Troubleshooting Their Balances

    3. Chapter 5 Test

    1. Bills & Accounts Payable

    2. Ramp integration for 50% faster categorization

    3. Invoicing and Accounts Receivable

    4. Editing invoices

    5. Accounts Payable and Accounts Receivable

    6. Chapter 6 Test

About this course

  • 0.5 hours of video content

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