Advanced Bookkeeping Techniques

Gain in-depth knowledge and hands-on experience with cutting-edge bookkeeping methods tailored for various industries.

Workflow Optimization

Learn how to streamline your bookkeeping processes, increase efficiency, and grow your business with ease.

Automation Mastery

Master the art of automation using top platforms like Square and Shopify to save time and boost productivity.

Unlock Your Bookkeeping Potential

In this course, you’ll learn how to automate daily sales journals from POS systems like Toast, Square, and Stripe, ensuring seamless data flow into QuickBooks. You'll master matching bank deposits with sales, even when third-party fees are deducted, and processing large vendor invoices automatically using keyword-based mapping. We'll also cover setting up rules for recurring transactions to eliminate manual data entry, reconciling merchant fees and tips, and troubleshooting common automation issues to maintain accurate financials. This course is perfect for bookkeepers and accountants looking to improve efficiency, restaurant owners and business managers who use QuickBooks, and anyone who wants to reduce manual bookkeeping errors while improving accuracy. Start automating your accounting today—so you can focus on what truly matters in your business! 🚀

Meet Your Expert Instructor - Cheynel B.

With over 6 years of professional bookkeeping experience, I specialize in helping businesses streamline their financial processes through advanced automation and technology. My expertise includes integrating and optimizing sales platforms such as Square, Shopify, Toast, XtraChef, and Stripe, enabling businesses to save time, reduce errors, and gain real-time insights into their finances. I am passionate about simplifying complex workflows and empowering businesses to focus on growth by providing accurate, reliable, and tailored bookkeeping solutions. Whether you're a small business owner or a growing enterprise, I offer the skills and tools to take your financial management to the next level.

Course Curriculum

6 Chapters · 25 Lessons

  1. 1

    Why Automate Your Bookkeeping?

    1. (Included in full purchase)

      Setting Up for Success

    2. (Included in full purchase)

      Using Emails to automate

    3. (Included in full purchase)

      Recap

  2. 2

    Automating Payroll

    1. (Included in full purchase)

      How to integrate payroll

    2. (Included in full purchase)

      Setting up and mapping

  3. 3

    Types of Software for Sales automation

    1. (Included in full purchase)

      Types of software

    2. (Included in full purchase)

      Streamlining Vendor Payments & Approvals with Makers Hub

    3. (Included in full purchase)

      Creating Custom Bill Automation Workflows with Make.com

    4. (Included in full purchase)

      Automating Bill Capture & Processing with Xtra Chef

    5. (Included in full purchase)

      Automating Sales Data & Reconciliation with Shogo

    6. (Included in full purchase)

      Setting up and mapping

    7. (Included in full purchase)

      Quiz

    8. (Included in full purchase)

      recap

  4. 4

    Sales Automation & Reconciliation in QuickBooks

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Understanding Sales Matching and Merchant Fees

    3. (Included in full purchase)

      Step-by-Step Guide to Processing Sales & Fees in QuickBooks

    4. (Included in full purchase)

      Hands on Practice

    5. (Included in full purchase)

      Scenario

  5. 5

    Troubleshooting Errors

    1. (Included in full purchase)

      Bank deposits

    2. (Included in full purchase)

      Merchant Fees

    3. (Included in full purchase)

      remapping and correcting duplicates

    4. (Included in full purchase)

      quiz

    5. (Included in full purchase)

      Month End Checklist

  6. 6

    Clean Up Projects

    1. (Included in full purchase)

      How to use tools to get a faster clean up done

    2. (Included in full purchase)

      dont be afraid to make mistakes

Ready to Transform Your Bookkeeping Skills?

Take the next step towards mastering bookkeeping with our comprehensive course. Enroll now and unlock a world of opportunities!

$79.99

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