QuickBooks Desktop Self-Employed Freelance Bookkeeping

Work from Home And Use QuickBooks Desktop To Service Clients

4.79 (44 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
instructor
QuickBooks Desktop Self-Employed Freelance Bookkeeping
343
students
8.5 hours
content
Mar 2023
last update
$89.99
regular price

What you will learn

How To Work From Home As A Self-Empoloyed Bookkeeper

How To Use QuickBooks Desktop To Provide Express Bookkeeping To Service Clients

How To Freelance As A Self-Employed Bookkeeper

How To Expidite QuickBooks With Importing Transactions Bank Feeds

How To Use Bank Reconciliation To Prove Your Bookkeeper Service Correct

How To Manage Your Client's Files And Vital Data

Crucial Differences Between QuickBooks Desktop And QuickBooks Online

How To Obtain Business Credentials That Establish You As A Self-Employed Official Company

How To Obtain Credentials That Persuade Clients To Hire You

How To Market Yourself As An Independant Self-Employed Bookkeeper

Secrets To Obtaining Your First Few Clients

Description

Working from home As a self-employed freelancer has been made easy with QuickBooks Desktop. You can be an independent bookkeeper with your own clients that you can service and manage on your own schedule, at your own pace, on your own time and from your own home.


This fantastic new QuickBooks Desktop course will give you all the knowledge and skill you need to go and service clients using QuickBooks Desktop.


You will get the benefit of decades of experience from bookkeepers and those who helped place them on bookkeeping jobs. This is the real knowledge from experience that could be yours if you take this course.


This course is so fantastic because it's 4 courses in 1. In addition to teaching you all of the QuickBooks Desktop knowledge and skill as your best advantage, this course has suggestions about obtaining clients under adverse circumstances so that you are more likely to succeed than other bookkeepers who never saw this course.


The main thing that you use to perform the service your clients is QuickBooks Desktop.


This course will teach you beginner to advance in the crash courses section that's perfect for the things that you will do for your client. You learn to record their information, manage their documents and files, and give them the monthly statements they need for taxes or management reasons. You will also learn another mini course included that shows you how to expedite everything you learned in the first course, so you can service clients fast and get more clients and make more money.


Then of course, the 3rd QuickBooks Desktop section is the most important one. It's where you learned how to prove to yourself, your clients, and the rest of the world, that your service is accurate and correct and everything you do for your client is right!!


It will even help you understand and remember your legal documents that establish you as an official company. You will also learn about credentials that persuade your clients to hire you. It has great information about how to market yourself as an independent bookkeeper.


I even added a section at the end to give my personal secrets and best possible advice and information from all the experiences I have accumulated helping people both become in-house bookkeepers and self-employed bookkeepers and all the success that they've had.


I know everyone will love this course. It has extremely valuable information that almost anyone can gain from regarding being a freelancer of any kind. All self-employed people working as any kind of virtual assistant or independent remote worker will gain from this course.


There are fun projects and tests for each section for you to check how well you leaned and remembered all the great material that you will receive in this groundbreaking new course.

Most importantly, I get back to all my students very quickly to answer their course-related questions.


The course really does have everything you need, and I hope you to see you all there.


-Mark

Content

Introduction

Introduction- What Do You Need For Bookkeeping And This Course?
What Do Self-Employed Bookkeepers Do?
How Bookkeepers Expidite Things With Downloads And Importing Transactions
How Bookkeepers Use Bank Reconciliation To Prove Their Service Accurate
Managing Clients Files
Choosing Between QuickBooks Desktop And QuickBooks Online
Legal Documenst That Establish You As A Real Company
Credentials That Persuade Clients To Hire You
Marketing Yourselrf As A Self Employed Bookkeeper
Secrets Of Success For Freelance Bookkeeprs Using Quicbooks Desktop
Test For Bookkeepers

Desktop QuickBooks Crash Course Simple Express For Small Companies

Introduction and overview - What's Needed For Minimum Bookkeeping?
Create A Desktop Company File For This Course
Setting The Preferences
Customer And Vendor Data
Chart Of Accounts
Reports And The Icon Bar
Recording Bank Deposits
Recording Checks And Expenses
First Practice Set
Cash Transaction
Credit Card Transactions
Using Register Windows
Payments From Owners Personal Funds
Final Practice Set
Special Register And Customer Name Issues
Crash Course Multiple Choice Test

Desktop Bank Feeds And Importing Transactions

Introduction to QuickBooks Bank Feeds
Bank Feeds Overview And Context
Bank Feeds Preferences
QuickBooks Desktop Bank Feeds Set Up
Adding Transactions With Desktop Bank Feeds
Matching Transactions With Desktop Bank Feeds
Un-matching Transactions With Bank Feeds Tricky Behavior
Using Rules To Auto Input Transactions
Applying Customer And Vendor Payments From The Bank Feeds Review List
Recording Pre-Payments From Customers And Clients
Importing options for transactions in to QuickBooks Desktop
Importing web connect qbo files in to desktop bank feeds center
Importing transactions in to QuickBooks with IIF files
How To Use Advanced Mode
How To Use Advanced Rules in QuickBooks Desktop Bank Feeds
Recording Pre-Payments From Customers And Clients
Bank Feeds Desktop Practical Project
Bank Feeds And Data Transfer Test

Prove Correctness With Bank Reconciliuation

Welcome To The Most Important Course You Will Ever Take
What Is Bank Reconciliation?
What Is The Cleared Balance?
First Month's Bank Reconciliation
Second Month's Bank Reconciliation
DD Report
Third Month's Bank Reconciliation WITH MISTAKES!!
First Time Reconciling OLD FILE AND OLD ACCOUNT
About This Section
Fixing Misapplied Payments
Reapplying Customer's Payments
Creating Customer Statements
Reconciling With Customers
Partial Vendor Payments
Reconciling With Vendor Statements And Fixing Missaplied Payments
Bank Reconciliation Theory Multiple Choice Test

Bonus Section

Bonus

Reviews

Cynthia
August 18, 2023
The instructor is doing a great job of explaining each step that a bookkeeper must do with the information they receive from their clients and how to make sure they have them backed up and in safe storage.
Monique
June 24, 2023
This was an excellent match with my prior experience and a great summary of new additions to the software since 2021.

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Related Topics

5214982
udemy ID
3/16/2023
course created date
4/7/2023
course indexed date
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course submited by