Accounting Software for Wedding & Creative Professionals
Quickbooks 101 teaches how to make the most of your accounting software. I'll guide you through everything you need to know to be successful with Quickbooks Online.
If you are intimidated to use Quickbooks and have yet to set it up, this class is for you. If you already have it set up and find it confusing, this is class if for you. If you aren't making the most of your Quickbooks, this class is for you.
I make it easy-peasy.
This course is made up of 8 classes that you can do at your own pace. (Scroll down for the curriculum.) You'll have access to all classes for 6 months from when you purchase and can work at your own speed.
WELCOME! Let's get going!
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
About the Chart of Accounts
Chart of Accounts Template
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
Introduction to Recording Transactions
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!
Introduction to Assets, Debt, and Equity Transactions
About Guaranteed Payments
Introduction to Reports
The Profit & Loss Report
The Balance Sheet Report
Introduction to Miscellany
Recording Journal Entries
Introduction to the Quickbooks Monthly Checklist
Quickbooks - Monthly Accounting Checklist
Explain how different pricing options might be valuable to different segments of your audience.
8 week Course & 1-on-1 financial review with Michelle Loretta