Course curriculum

  • 1

    Welcome

    • Welcome Video

    • How to Use This Course
  • 2

    Getting Started

    • CFO-ish Course Workbook

    • Your Responsibility As A Business Owner
  • 3

    Pre-Test

    • Pre-test Intro

    • Pre-Quiz

    • Pre-Quiz Grading Scale
  • 4

    Accounting 101-ish

    • Key Accounting Terms

    • Key Accounting Reports
  • 5

    Setting Up Your Business

    • Intro to Module - Setting Up Your Business

    • Which QBO Version?

    • Disclaimer:

    • Understanding the QBO Dashboard

    • Manage Account Settings

    • Manager Users

    • Audit Log

    • Chart of Accounts
  • 6

    Manage Your Money

    • Into to Module - Manage Your Money

    • Bank Feeds: How to Connect

    • Bank Feeds: Categorize Transactions

    • Bank Feeds: Batch Update

    • Bank Feeds: Create Rules

    • Bank Feeds: Make Edits

    • Sales: Settings

    • Sales: Customize invoices/forms

    • Sales: Create Customers

    • Sales: Create Products & Services

    • Sales: How to Send Invoices

    • Sales: How To Receive Payment

    • Expense: How to Create a New Vendor

    • Expense: How to Record an Expense

    • Expense: How to Create a Bill
  • 7

    Monitor Your Money

    • Intro to Module - Monitor Your Money

    • Reconciliations

    • Accounting Method: Accrual vs. Cash Basis

    • Reporting: Profit & Loss Statement

    • Reporting: Balance Sheet

    • Reporting: Cashflow Statement
  • 8

    Outro

    • Conclusion Video

    • Post-Course Quiz
  • 9

    Schedule Your VIP Day

    • Schedule Your VIP Day