Qbo Crash Course - Bookkeeping For Small Businesses

QBO Crash Course + Course Materials

What you'll learn

Navigate a brand new QuickBooks Online account

Setup the Chart of Accounts from Scratch

Categorize Transactions from Bank Feed

Setup Rules to Automate Transaction Categorization

Reconcile Active Accounts to Bank Statements

Generate, Check, & Read the Balance Sheet and Profit & Loss Financial Statements

Practice Recording Loan & Lease Activity from Contracts

Interpret & Analyze Financial Statements in Google Sheets

Requirements

No degree required.

You will learn the fundamentals as if you're getting trained on the job.

Description

*This is the one-time payment version of the course on Learn Accounting Basics. Purchasing this course requires you to get your own copy of QuickBooks Online to use this course.* Learn how to set up and manage small business bookkeeping with zero guesswork — using a real QuickBooks Online account, loaded with practice transactions from a real small business. By the end of this course, you’ll be able to confidently handle your own bookkeeping and generate clean, tax-ready financial statements — using the exact system I use with my paying clients.When you enroll, you get access to practice materials based on a real cafe including bank statements, lease agreements, and loan contracts. This isn’t a demo — it’s a hands-on tutoring system built from an actual bookkeeping client file.Note: This is the one-time payment version of the course on Learn Accounting Basics. Purchasing this course requires you to get your own copy of QuickBooks Online to use this course. This QBO crash course is designed specifically for new bookkeepers, corporate accountants, or business owners who want to learn how to do their own small business books. You’ll follow a step-by-step course, designed by a tutor & firm owner, to set up tax-ready books from scratch:- Set up your Chart of Accounts — with clear rules to keep it simple and organized- Categorize transactions — and learn how to automate them with custom bank rules- Reconcile accounts — gain confidence your numbers are accurate every month- Generate and read financial reports — Profit & Loss, Balance Sheet, and more- Interpret key metrics — so you always know how your business is really doing- Practice with real documents — including sample loans, tax payments, and leases

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Getting Access

Lecture 2 Course Materials, QBO Access, & Community

Section 3: Setting up QBO & First Look

Lecture 3 QuickBooks Online First Look

Lecture 4 Chart of Accounts Setup: Profit & Loss Accounts

Lecture 5 Chart of Accounts Setup: Balance Sheet Accounts

Section 4: Categorizing the First Month of transactions

Lecture 6 July '22: Categorizing Transactions

Lecture 7 July '22: Transaction Review & Reconciliation

Section 5: 2022 Transactions

Lecture 8 Aug '22: Categorizing Transactions

Lecture 9 Aug '22: Transaction Review & Reconciliation

Lecture 10 Sep-Dec '22: Categorizing Transactions & Reconciliations

Lecture 11 2022: Profit & Loss and Balance Sheet Reviews

Section 6: 2023 Transactions

Lecture 12 Jan-Aug '23: Categorizing Transactions (Using Rules)

Lecture 13 2023: Profit & Loss and Balance Sheet Reviews

Section 7: Reviewing Everything & Making Adjusting Journal Entries

Lecture 14 Jul '22 - Aug '23: Profit & Loss and Balance Sheet Review

Lecture 15 Adjusting Journal Entries: Sales Tax Payable

Section 8: Conclusion

Lecture 16 Course Wrap Up & Analyzing Financial Statements in Google Sheets

Career Switchers looking to start a new career in Finance & Administrative fields,Administrative Assistants, AP & AR Analysts, looking to make the career progression to Junior Staff Accountant.,New Business Owners that need to setup their business's books for tax filings.,Corporate Accountants that want to learn small business accounting to start their firm.