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The Stay-At-Home Bookkeeper Mini Course (Learn the Basics)
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)
Moving the credit card account transactions from "for review" to "reviewed" tab
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