CLASS 1 - INTRODUCTION & COMPANY SETUP
- Navigating Quickbooks
- How to Connect a Bank Account/Feed
- Connect Your Bank Account (Download Instructions)
- Getting Bank Accounts to Align with Beginning Date
- Check Your Beginning Bank Balances (Download Instructions)
- Setting Up a Paypal Bankfeed
- Quickbooks Payments? Merchant Fee Comparison Chart
- FAQs – Getting Started
CLASS 2 - CHART OF ACCOUNTS
- Introduction
- About the Chart of Accounts
- Chart of Accounts Template
CLASS 3 - INVOICING & SALES TAX
- Introduction to Quickbooks Invoicing
- About Quickbooks Invoicing (versus what you may use)
- Merchant Fee Comparison Chart (Download Chart)
- How to Invoice Clients
- Accessing and Editing Your List of Products & Services
- Collecting Sales Tax
- FAQs – Invoicing
CLASS 4 - RECORDING TRANSACTIONS
- Introduction to Recording Transactions
- Recording Expenses
- Recording Sales Transactions
- Recording Bank Transfers
- Recording Honeybook, Paypal, Stripe, etc (thru your main bank acct)
- Recording Paypal Transactions (if you have it set up as a feed)
- Making Manual Entries
- The All-Encompassing Paypal Guide!
CLASS 5 - RECORDING ASSETS, DEBT, EQUITY
- Introduction to Assets, Debt, and Equity Transactions
- Recording Assets
- Recording Debt
- Recording Equity
- About Guaranteed Payments
CLASS 6 - REPORTS
- Introduction to Reports
- The Profit & Loss Report
- The Balance Sheet Report
CLASS 7 - JOURNAL ENTRIES, RECONCILIATIONS, AND MISCELLANY
- Introduction to Miscellany
- Recording Journal Entries
- Bank Reconciliations
CLASS 8 - REVIEW & MONTHLY CHECKLIST
- Introduction to the Quickbooks Monthly Checklist
- Quickbooks – Monthly Accounting Checklist