-85%
Tiffani Higgins – The Stay-At-Home Bookkeeper Mini Course (Learn the Basics)
59.00$
This Course Now Available For Purchase
Tiffani Higgins – The Stay-At-Home Bookkeeper Mini Course (Learn the Basics)
Learn Bookkeeping and Quickbooks Online Basics ~ PLUS ~ Watch me do a full year of bookkeeping work for a client in record time! Bonus – the client is ME!
Course Curriculum
Introduction to The Stay-At-Home Bookkeeper Mini Course
- Student Pledge (0:22)
- What are you going to learn in this mini course? (2:23)
- Important Info
Bookkeeping 101
- Download the Slides
- Learn the Basics of Bookkeeping (19:19)
- Balance Sheet Deeper Dive (8:26)
- Income Statement Deeper Dive (12:32)
- Test your knowledge here!
Quickbooks Online
- Learn the best of QBO (20:23)
Let’s Put It All Together
- Watch me do a full 12 months of bookkeeping in QBO in record time!
Lesson #1 – Gathering your data into excel for the checking accounts
- Getting Information from PDF Bank Statements into Excel formatted so you can easily import into QBO (15:12)
Lesson #2 – Exporting Credit Card Transactions to .QBO files
- Downloading .QBO files and PDF statements for the credit card (3:00)
Lesson #3 – Importing in QBO
- Importing the Excel and .QBO files into QBO (7:52)
Lesson #4 – Data Entry inside QBO for the checking accounts
- Moving the checking account transactions from “for review” to “reviewed” tab (42:23)
Lesson #5 – Data Entry inside QBO for the credit card
- Moving the credit card account transactions from “for review” to “reviewed” tab (25:15)
Lesson #6 – Reconciling the bank and credit card accounts
- Walk through of 12 months of bank and credit card account reconciliations (19:51)
Lesson #7 – Reviewing the Balance Sheet and Income Statement (or Profit & Loss)
- Learn how to do a full review of your work and issue polished and perfect Balance Sheet and Profit & Loss Reports (31:34)
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