Course curriculum

  • 1

    Setup

    • About This Course

    • Signup & Setup
  • 2

    Banks & Cash

    • Connect To Your Bank Account (The Bank Feed)

    • Categorise Bank Transactions into QuickBooks

    • Sales Receipts and Expenses

    • Forward Expense Receipts to QuickBooks [QBOCOCS]

    • Upload Your Cash Book

    • Match & Categorise Cash Transactions

    • Track Owner's Drawings and Expenses

    • Enter Owner's Drawings Manually
  • 3

    Controls, Reports & Recommendations

    • Reconcile Your QuickBooks Bank Balance to Your Bank Statement

    • Customise Your Reports

    • A few Tips on how to get Best Results