Course curriculum

  • 1

    START HERE

    • Welcome to Kajea's Keepers Keeping
  • 2

    MODULE 1: Get The Picture

    • Is Bookkeeping Right For YOU?

    • What is bookkeeping and Why Clients Needs Us

    • What does a bookkeeper actually do?

    • Services A Bookkeeper Can Offer

    • Module Resources
  • 3

    MODULE 2: The Basic of Bookkeeping

    • The Basic of Bookkeeping

    • Accounting Methods

    • Chart of Accounts

    • Common Bank Transactions and Their Treatment

    • Module Resources
  • 4

    MODULE 3: Know The Ropes, Learn The Ropes

    • How to Create Your Client XERO Account

    • How To Upload Chart of Accounts

    • How To Add Bank Accounts

    • How To Add Currency

    • How To Add Contacts

    • How To Add Product and Services

    • How To Add Tax Rates

    • How To Upload Bank Transactions

    • Sales Invoice and Statements

    • Quotation in XERO

    • Bills and Purchase Order

    • Bills and Credit Notes Allocation

    • Bank Reconciliation

    • How To Enter Conversion Balances

    • How to Create Manual Journals

    • How To Create Bank Rules

    • Cash Coding In XERO

    • Find and Recode

    • How to Run Payroll in XERO

    • Sending Queries

    • Module Resources
  • 5

    MODULE 4: Cut The Mustard

    • Case Sample No. 1

    • The Process

    • Setting Up The Account

    • Uploading Bank Transactions

    • Recording Sales and Expenses

    • The Reconcilation

    • The Queries

    • The Review Process - Profit and Loss

    • The Review Process - Balance Sheet

    • Sending Reports

    • Cheat Sheet Case 1 (Open Only When Needed)

    • Module Resources
  • 6

    Live Q&A Recording

    • September 9, 2022