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Clean Up Course: Do It With Me

  • Course
  • 34 Lessons

Work alongside Rachel in this hands-on QuickBooks Online clean-up course. Download the same files and follow each step as you learn how to identify issues, fix mistakes, and organize your books. Perfect if you want guided practice to build confidence while cleaning up real-world data
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Contents

Welcome

Welcome aboard! Get a taste of what's coming and download the infographics, handouts & files.

Introduction
  • 3 mins
  • 38.5 MB
Infographics, Files & Handouts
  • 2 mins
  • 14.6 MB

Set Up & Upload Data

Let's walk through setting up a new QuickBooks Online file together, step-by-step. Then we'll use SaasAnt to upload all our course info into our new QuickBooks file.

Subscribing to QuickBooks
  • 4 mins
  • 26.3 MB
Subscribe to SaasAnt and Connect it to QuickBooks
  • 4 mins
  • 28.4 MB
Upload Chart of Accounts
  • 4 mins
  • 38.7 MB
Upload Products and Services
  • 4 mins
  • 37.5 MB
Upload Customer List
  • 3 mins
  • 26.9 MB
Upload Sales Receipts
  • 3 mins
  • 21.8 MB
Upload Invoices
  • 3 mins
  • 25.1 MB
Upload Receive Payments
  • 3 mins
  • 24.5 MB
Upload Credit Memos
  • 3 mins
  • 22.5 MB
Upload Vendor List
  • 2 mins
  • 21.8 MB
Upload Expenses
  • 5 mins
  • 58.7 MB
Upload Bills
  • 3 mins
  • 21.7 MB
Upload Bill Payments
  • 3 mins
  • 24.7 MB
Upload Deposits
  • 2 mins
  • 19.2 MB
Upload Transfers
  • 4 mins
  • 26 MB
Upload Journal Entries
  • 3 mins
  • 23.6 MB

Correct Errors - Advanced

This is for anyone using the Advanced import file. Follow along as we find and correct a few errors in the file.

Finding Errors in the Trial Balance
  • 5 mins
  • 79.9 MB
Correct PayPal
  • 8 mins
  • 133 MB
Correct Accounts Payable
  • 15 mins
  • 247 MB
Correct Credit Card Balances
  • 2 mins
  • 29.3 MB
Correct Sales
  • 10 mins
  • 172 MB
Correct Uncategorized Expense & Compare Trial Balance
  • 3 mins
  • 9.62 MB

Reconcile Accounts

The data's been imported, the last step is to reconcile the accounts.

Compare Trial Balance
  • 2 mins
  • 6.73 MB
Reconcile Bloom and Trust
  • 10 mins
  • 44.9 MB
Reconcile PayPal Bank
  • 4 mins
  • 16.6 MB
Reconcile Payroll Bank
  • 4 mins
  • 13.1 MB
Reconcile Savings Account
  • 6 mins
  • 22.5 MB
Reconcile Grin and Spend Visa
  • 5 mins
  • 17.2 MB
Reconcile Merry Money Mastercard
  • 7 mins
  • 28.2 MB
Reconcile Quirky Quarters Bank
  • 6 mins
  • 25.8 MB
Reconcile Green Growth Lending and Verify All Accounts Are Reconciled
  • 5 mins
  • 19.4 MB

Wrap Up

Time to wrap up! Join me for a heartfelt thank-you and acknowledgment to everyone who helped along the way. You've made it, great job!

Wrap Up & Thank You
  • 2 mins
  • 12.7 MB