Course curriculum

  • 1

    Welcome

    • READ ME FIRST

    • How to Become a Virtual Bookkeeper
  • 2

    Step 1: Understand What Bookkeepers Actually Do

    • Is Bookkeeping Right For YOU?

    • What is Bookkeeping and Why Clients Needs Us

    • What Does A Bookkeeper Actually Do?

    • Different Software That You Should Know As a Bookkeeper
  • 3

    Step 2: Learn the Basics of Bookkeeping

    • Before You Cry, Read This First 😅

    • Understanding Debit And Credit

    • Understanding Asset, Liability, and Equity

    • Understanding Expenses and Revenue

    • The Chart of Accounts (COA)

    • The Balance Sheet Report

    • The Profit and Loss Report

    • 5 R's of Bookkeeping
  • 4

    STEP 3: Pick a Software (and Get Comfortable Using It)

    • Spreadsheets Alone Won’t Cut It Forever

    • The Organization Settings In Xero

    • The Users In Xero

    • The Currencies In Xero

    • Other Feaure of Xero

    • The Dashboard of Xero

    • The Business Tab

    • The Accounting Tab

    • The Advanced Settings

    • How To Create Xero Account

    • How To Upload Chart Of Accounts

    • How To Add Currency

    • How To Add Bank and Credit Card Accounts

    • How To Add Contacts

    • How To Add Tax Rates

    • How To Add Products and Services

    • How To Create/Edit Sales Invoices in Xero

    • How To Add Credit Notes in Xero

    • How To Void Unpaid and Paid Invoices in Xero

    • How To Create Quotation in Xero

    • How To Create Purchase Order, Bills and Credit Notes

    • How To Upload Bank Transactions in Xero

    • How To Do Bank Reconciliation in Xero

    • How To Find and Recode in Xero

    • How To Create Bank Rule in Xero
  • 5

    STEP 4: Practice with Sample Data - XERO

    • Read Me :)

    • The Process

    • Setting Up The Account

    • Uploading Bank Transactions

    • Recording Sales and Expenses

    • The Reconcilation

    • The Review Process - Profit and Loss

    • The Review Process - Balance Sheet

    • Services A Bookkeeper Can Offer
  • 6

    Pick a Software (and Get Comfortable Using It) QBO

    • How To Create QuickBooks Online Account

    • QuickBooks Overview

    • How to Add New Client In QuickBooks

    • How To Upload Chart Of Accounts

    • How To Add Bank Accounts In QBO

    • How To Enable Multi Currency In QBO

    • How To Upload and Create Customer List in QBO

    • How To Set Up Tax Rate In QBO

    • Sales In QuickBooks

    • Vendors, Expenses and Bills

    • All About Banking

    • Projects In QuickBooks

    • The Payroll In QuickBooks Part 1

    • The Payroll In QuickBooks Part 2

    • Reports In Quickbooks Online
  • 7

    Sample Bookkeeping Video in QBO

    • Setting Up The Account

    • Uploading Bank Transactions

    • Recording Sales and Expenses

    • Recording and Categorization

    • The Queries

    • The Reconciliation

    • The Review Process and Sending Reports - Profit and Loss

    • The Review Process and Sending Reports - Balance Sheet
  • 8

    Step 5: Decide How You’ll Offer Your Services

    • Read Me

  • 9

    Step 6: Set Up Your Online Presence

    • Create The Perfect Freelance Profile

    • Creating Your Freelancer Profile (OLJ)
  • 10

    NEXT STEP: Read me

    • Next Step: From Watching to Doing

    • Read What My Mentee Says About Their Hands-On Experience