Module 1: REI Bookkeeping Basics 

9 Chapters · 33 Lessons

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      Watch This FIRST!!!

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      Disclaimer

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      Course Outline

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      Introduction

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      Initial Company Setup Process

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      Document Management System

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      QuickBooks Online Plus

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      QBO Setup Process

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      Chart of Accounts Files

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      Chart of Accounts Import

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      Editing the Chart of Accounts

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      Turning on Class Tracking

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      Editing the Class List

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      Connecting Bank & Credit Card Accounts to QBO

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      Intro: Standard Vs. AI Methods

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      Standard Method: Posting Transactions & Attaching Reciepts

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      AI Method: Importing Reciepts

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      AI Method: Posting Bank and Credit Card Transactions

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      Splitting Transactions (Loan Payments Example)

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      Credit Card Payments & Bank Transfers

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      Using Transaction Rules

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      Reconcile: Bank Statements

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      Reconcile: Credit Card Statements

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      Using Business Funds for Personal Use

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      Using Personal Funds for Business Use

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      Cash Vs. Accrual in Reports Settings

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      Standard Reports Page

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      Creating Custom Reports (Balance Sheet Example)

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      Creating Custom Reports (Monthly P&L Example)

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      Creating Custom Reports (P&L PY Comparison Example)

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      Guide to 1099s & W-9s

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      Attaching a W-9 to a Vendor Profile

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      Conclusion & Next Steps