Roadmap & Updates

We are always looking to add content to the 3 tracks of Kninja to ensure that it remains a valuable educational resource for you.  We will be updating the information below on a regular basis, so that you know what is up and coming.  And don’t forget, this is YOUR Community, so if you want us to cover a topic, reach out to us on our Facebook Page and Tell us!

 

Learn

Coming Soon

Kninja Seal of Approval

Supplier Centre

Creating Delayed Charges

Set up Fathom

Recently Completed

KNINJA TIPS - Quickbooks Online - Cleaning Up a File with Bank Rules - Sep2017

APPS - TSheets - Kninja Tips & Troubleshooting - Jul2017

APPS - TSheets - Approver Experience - Jul2017

APPS - TSheets - User Experience - Jul2017

APPS - TSheets - Connect Account - Jul2017

APPS - TSheets - Set up Account - Jul2017

APPS - TSheets - Overview - Jul2017

COMPANY SET UP - Set up Service Item - Jul2017

BANKING - Bank Rules - Jun2017

APPS - HubDoc - Kninja Tips & Troubleshooting - Jun2017

APPS - HubDoc - Advanced Publishing to QBO - Jun2017

APPS - HubDoc - Basic Publishing to QBO - Jun2017

APPS - HubDoc - Connect Account - May2017

APPS - HubDoc - Set up Account - May2017

APPS - HubDoc - Overview - May2017

APPS - LedgerSync - Connect Account - May2017

APPS - LedgerSync - Set up Account - May2017

RESOURCES - How to Review a Profit and Loss Statement - Apr2017

RESOURCES - How to Review a Balance Sheet - Apr2017

BANKING -Processing Transactions in Bank Feeds - Apr2017

BANKING - Disconnect a Bank Feed - Apr2017

BANKING - Connect a Bank Feed - Apr2017

NAVIGATING QBOA - Changing QBOA Dashboard Logo - Apr2017

A/P - Pay a Bill – Debit, Pre-Authorized, EFT or Wire - Apr2017

APPS - Bill.com vs. Plooto Comparison Chart - Mar2017

APPS - Update of HubDoc/Receipt Bank Comparison Chart - Mar2017

RESOURCES - QBO Keyboard Shortcuts - Mar2017

APPS - Receipt Bank - QBO Integration - Feb2017

APPS - Receipt Bank - How To Set Up An Account - Feb2017

APPS - Plooto - How To Use It - Accounts Payable - Feb2017

APPS - Plooto - How To Set It Up - Feb2017

Setup - Sample Chart of Accounts - Feb2017

A/P - Set up Recurring Bills - Jan2017

Setup - Import Supplier Lists - Jan2017

Setup - Check Printing - Jan2017

Tips - Record a Shareholder Loan - Jan2017

Setup - Company Templates - Jan2017

A/P - Batch Printing Checks - Jan2017

A/P - Pay Supplier Bills - at Time of Entry - Jan2017

A/P - Pay Supplier Bills - by Credit Card - Jan2017

A/P - Pay Supplier Bills - by Check - Jan2017

A/P - Enter Supplier Bills - Multiple Lines - Jan2017

A/P - Enter Supplier Bills - Single Line - Jan2017

A/P - Create a New Supplier On the Fly - Jan2017

A/P - Create a New Supplier - Jan2017

QBO Accountant Tool - Reclassify Feature - Dec2016

Converting from QBDT to QBO - Dec2016

Went LIVE!

NOVEMBER, 2016

Build

Coming Soon

CONVERSIONS: The 'non-salesy' Selling sequence

EMAIL MARKETING: When is the best time to send your emails?

SOCIAL MEDIA: LinkedIn - Creating your very best profile

SOCIAL MEDIA: YouTube 101 - Getting Started

WEBSITES: SEO myths debunked

Recently Completed

WEBSITES: Why is Your Website Not Getting Enough Traffic? - Sep2017

CONTENT MARKETING: Feedly: A Brilliant Choice for Finding Great Content - Aug2017

EMAIL MARKETING:9 Tips For Building Your List - June2017

SALES: The Final Email – Avoid The Chase - May2017

SOCIAL MEDIA: Twitter Lists – How To Use Them For Business - May2017

CONTENT MARKETING: Anatomy of a Perfect Blog Post, Part 2 - Apr2017

CONTENT MARKETING: Anatomy of a Perfect Blog Post, Part 1 - Apr2017

SALES: Designing Your Business Future – How to Create a Winning Marketing Plan - Mar2017

ONLINE ADVERTISING: Google Adwords - Creating An Awesome Landing Page - Mar2017

ONLINE ADVERTISING: Google Adwords: Setting Up Your First Campaign – Part 3 - Mar2017

ONLINE ADVERTISING: Google Adwords: Setting Up Your First Campaign – Part 2 - Feb2017

ONLINE ADVERTISING: Google Adwords: Setting Up Your First Campaign – Part 1 - Feb2017

SOCIAL MEDIA: Facebook - More Tips For Your Business Page - Feb2017

SOCIAL MEDIA: Facebook 101 - Setting Up Your Business Page - Feb2017

CONTENT MARKETING: Our Top 20 Content Marketing Tools For Your Practice - Feb2017

SOCIAL MEDIA: Twitter 101 – An Introduction - Jan2017

DIGITAL MARKETING ANALYTICS: Introduction to Google Analytics - Jan2017

ONLINE ADVERTISING: An Introduction to Google Adwords - Jan2017

CONTENT MARKETING: Blogging 101 - Getting Started - Jan2017

SALES: The Golden Rule of Selling and 7 More Tips - Jan2017

EMAIL MARKETING: Designing your First Newsletter - Dec2016

Went LIVE!

NOVEMBER, 2016

Manage

Coming Soon

OPERATIONS: Starter App Ecosystem

OPERATIONS: What is a CRM and Why you need one?

PRODUCTIVITY: Time Management Tips That Work

Recently Completed

OPERATIONS: Creating Your 90 Day Plan - Sep2017

OPERATIONS: Creating SMART Goals - Sep2017

OPERATIONS: The 6 Phases of Business - Aug2017

PRODUCTIVITY: Gmail Overview Part 1 - Introduction - July2017

PRODUCTIVITY: Gmail Overview Part 3 - Filters and Labels - July2017

PRODUCTIVITY: Gmail Overview Part 2 - Extensions - July2017

OPERATIONS: How To Fire Clients – And keep the ones you love - May2017

OPERATIONS: How To Price Your Services - Part 2 - Apr2017

OPERATIONS: How To Price Your Services - Part 1 - Apr2017

OPERATIONS: Site Assessment Part 2 - Profit and Loss Review - Apr2017

OPERATIONS: Site Assessment Part 1 - Balance Sheet Review - Apr2017

OPERATIONS: The 5 Way - How To Improve Your Profitability - Mar2017

PRODUCTIVITY: Keys To An Awesome Day - Feb2017

OPERATIONS: Sample Client Contract - Feb2017

PRODUCTIVITY:Why Don’t Our Task Lists Get Done? And How To Change It. - Feb2017

PRODUCTIVITY: Evernote - Introducing Notes - Feb2017

PRODUCTIVITY: Evernote - Tags - Feb2017

PRODUCTIVITY: Evernote - Web Clipper - Feb2017

WORKFLOW: Receipt Bank Workflow - Jan2017

WORKFLOW: HubDoc Workflow - Jan2017

OPERATIONS: Onboarding Your 1st QBO Client - Jan2017

OPERATIONS: Client Onboarding - Jan2017

OPERATIONS: Employee Onboarding Process - Jan2017

PRODUCTIVITY: Productivity 101 – An Introduction to GTD - Jan2017

PRODUCTIVITY: The TAO of managing your meetings - Dec2016

TEAM: The Kninja Hiring System - Nov2016

PRODUCTIVITY: Evernote 101 – An Introduction - Nov2016

Went LIVE!

NOVEMBER, 2016

Events

Coming Soon

Webinar Wednesday - Jennie Moore, Canadian Firm of the Future Winner

2:00 pm TBD, 2017

Webinar Wednesday - Mark Wickersham

2:00 pm Mar TBD, 2017

Recently Completed

Went LIVE!

NOVEMBER, 2016