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 CPA (Certified Puzzle Advisor)

    2. Puzzle vs. QBO

    3. Your demo account

    4. Onboarding

    5. Dashboard

    6. How real-time is real-time?

    7. Categorization checks

    8. Native integrations

    9. Manual account imports

    10. Removing integrations

    11. Manage users

    12. Autonomous Accounting settings

    13. Chart of accounts

    14. Inbox

    15. Monthly checklist

    16. Opening balance review

    17. Spotlight

    18. QuickBooks Financial Conversion

    1. Categorization intro

    2. Four types of categorizations

    3. Transaction status

    4. Transaction details

    5. Split a transaction

    6. Rule creation

    7. Bulk re-categorization

    8. Classifications

    9. AI Lookup and AI Categorizer

    10. AI Categorizer continued

    11. 1 click auto-accruals

    12. Collaboration and Tagging

    1. Reconciliation Overview

    2. Completing a reconciliation

    3. Reconciliation tips and tricks

    4. Unlinked bank transfers

    5. Unlinked credit card payments

    6. Available cash balance

    1. Fixed assets ≥$2,500 and automations

    2. Prepaid expenses

    1. Spend Explorer

    2. Brex integration for greater efficiencies

    3. Ramp integration for 50% faster categorization

    4. Bills management

    5. Paid bills

    6. Bills and accruals

    1. Startup metric deep dive

    2. Core financials and exports

    3. Tax package

About this course

  • 1.5 hours of video content

Stay competitive

Level up your value and expertise.

Get certified in 90 minutes