Course Category: Fundamentals

  • Accounting and Bookkeeping Fundamentals With QuickBooks

    by SOB Faculty
    24 Lessonsin

    Course Overview Accounting and Bookkeeping Fundamentals With QuickBooks will give you the foundation you need to understand the true fundamentals of bookkeeping with QuickBooks. In short, you will learn your debits and credits in these QuickBooks courses. You can really ... Read More

  • Bookkeepers Delight

    by SOB Faculty
    10 Lessonsin

    Business Owners expect their bookkeepers to enter transactions into QuickBooks or any financial software and run reports. So imagine your boss or client's surprise when you start going way above and beyond. Turning simple QuickBooks Reports into a canvas on which their financial picture is painted as well as a tool they never would have thought they could have? Welcome to Bookkeepers Delight because that's what this course is all about.

  • Bootstrapping Your Bookkeeping - A Course In Google Sheets

    by SOB Faculty
    17 Lessonsin

    Ideas can come from anywhere. The idea for Bootstrapping for Bookkeeping came from a conversation I had on Facebook with a blogger I am friendly with. She reached out to me and asked for suggestions for how she might keep track ... Read More

  • Handling Customer Deposits and Cleaning Up Undeposited Funds

    by SOB Faculty
    4 Lessonsin

    Ready to learn? Here's what Handling Customer Deposits and Cleaning up Undeposited funds has in store for you: Learn how to capture customer deposits in QuickBooks using an invoice so you can easily track deposits by customer. See the impact on the balance sheet when you invoice for the retainer or deposit, and when you receive the money and deposit that money into the bank account through the undeposited funds account. Learn how to apply the customer deposits to the invoices when the time comes to bill for services rendered. Learn how to clean up a mess in undeposited funds. When your books have many payments in undeposited funds it means that most likely you have duplicated your income. Learn how to digitally document your deposits using Evernote with some powerful Evernote tips! Look for the QuickBooks tips, tricks and hacks - there are more than 10 tips that will have you powering through QuickBooks in half the time you're used to.

  • How to Pass QuickBooks ProAdvisor Advanced Certification Exams

    by SOB Faculty
    17 Lessonsin ,

    Get ready for a great new course from to help you get your advanced certifications. Taught by a master test taker, Tim Adams got his CPA directly out of college and sat and passed all tests in the same session! NOTE: If you are concerned about the upcoming changes to the ProAdvisor Certification Exams, they have no effect on this course. We are working on “how to take the test,” not the content. If Intuit makes other changes, we’ll be sure to update the lessons, annotate or create an add-on lesson for you. You should NOT wait to watch this course. The course will help you on this test, the future test and many other tests, in general.

  • Microsoft Excel - Planning Your Bookkeeping Practice

    by SOB Faculty
    3 Lessonsin

    Course Overview Planning Your Bookkeeping Practice was inspired by a recent conversation I had with a bookkeeper who told me she had bought a program to help her plan her practice and figure out how she might reach a very specific ... Read More

  • QuickBooks Desktop 2016 - Features, Functionality and Fundamentals

    by SOB Faculty
    15 Lessonsin ,

  • Understanding Your Financial Statements

    by SOB Faculty
    9 Lessonsin

    The financial statements are the ultimate output based on the bookkeeping which is the input. It is really important for bookkeepers to have this in mind when entering transactions. If you can think in terms of where your transactions will ... Read More