Course curriculum

  • 1

    MODULE 1: Hit the Books

    • The Concept of Virtual Bookkeeping

    • Is Bookkeeping Right For YOU?

    • What does a bookkeeper actually do?

    • What is bookkeeping and Why Clients Needs Us

    • Services A Bookkeeper Can Offer

    • Module Resources
  • 2

    MODULE 2: Back to Basics

    • The Basic of Bookkeeping

    • Accounting Methods

    • Chart of Accounts

    • Common Bank Transactions and Their Treatment

    • Module Resources
  • 3

    MODULE 3: Get Your Thinking Cap On

    • How To Create Quickbooks Online Account

    • Quickbooks Overview

    • How to Add Clients in QBO Accountant

    • How To Upload Chart of Accounts

    • How To Add Bank Accounts

    • How To Enable Multi Currency in QBO

    • How To Upload and Create Customer List in QBO

    • Setting Taxes in QBO

    • All About Sales in QBO

    • Vendors, Expenses and Bills

    • All About Banking in QBO

    • SettngUp and Using Projects In QBO

    • Payroll in QBO Part 1

    • Payroll in QBO Part 2

    • Reports in QuickBooks Online

    • Accounting and Accountant Tools in QBO
  • 4

    MODULE 4: Get your act together

    • Case Sample No. 1

    • The Process

    • Setting Up The Account

    • Uploading Bank Transactions

    • Recording Sales and Expenses

    • Recording and Categorization

    • The Queries

    • The Reconcilation

    • The Review Process and Sending Reports - Profit and Loss

    • The Review Process and Sending Reports - Balance Sheet

    • Cheat Sheet Case 1 (Open Only When Needed)

    • Live Q and A (Feb 11, 2022)

    • Live Q and A (March 8, 2022)

    • First-Ever Live Q&A and Catch-Up Call!