Invoicing | Julian Bookkeeping Courses

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Cash & Creatives

Module 1: Getting Setup for Success

WELCOME! (1:46)
The Fundamentals of Accounting (2:20)
Business Bank Accounts (5:52)
Setting Up Google Drive (2:12)
Contact a CPA + Cash vs Accrual (3:35)

Module 2: Step-by-Step Bookkeeping

Choosing Your Subscription (1:40)
Settings + Switching to Bookkeeper View (9:01)
Chart of Accounts (22:03)
Linking Your Bank Accounts (4:29)
Invoicing (3:19)
Coding (19:42)
Reconciling (14:04)
Profit & Loss (7:00)
Balance Sheet (5:22)
Other Reports (1:59)

Module 3: Easily Understand Your Finances

Receipt Management (2:24)
Business Deductions (Write-Offs) (4:09)
Budgeting + Profit Tracker DOWNLOAD (6:01)
Mileage Tracking (4:21)
Paying Yourself (3:16)
Saving for Taxes (1:44)

Module 4: When & How to Hire

Employees vs Contractors (4:51)
Hiring Contractors + How to File 1099s (6:55)
Hiring Employees + Necessary Tax Forms (2:40)

Module 5: Prepping for Tax Season

What will my CPA ask for? (2:30)
Sales Tax (0:56)
Uncleared Transactions + Reconciling Problems (7:12)
Gather W9s (0:26)
Master Bookkeeping Checklist (0:36)
ENDING VIDEO + Become an affiliate! (0:45)

Module 6: Quickbooks Extras

Entering transactions that accidentally don't come through the bank feed // When you purchase a business expense with your personal card (7:09)
Recording Stripe Fees (3:31)
How to Code PayPal (4:31)
How to bring in transactions if your bank does not sync with Quickbooks (3:26)
Creating invoices for accrual basis (3:24)
Have questions? Watch this for the BEST way to contact customer support! (2:28)

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