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CREATE YOUR CUSTOM ACCOUNTING SYSTEM WITH QUICKBOOKS ONLINE
AND MASTER YOUR AMAZON FINANCIALS

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YOU’LL GET LIFETIME ACCESS TO...
over 50 video lessons
printable, step-by-step guides
done-for-you, excel templates
Private Facebook Group

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READY TO TAKE CONTROL OF
YOUR AMAZON ACCOUNTING?

WHAT YOU’LL LEARN…

MODULE 0

INTRODUCTION + WELCOME

  • Meet Your Teachers

  • Review Course Timeline

  • Course Support

  • Access to Private Facebook Group

MODULE 1

GETTING ORGANIZED + FAVORITE TOOLS

  • QuickBooks Online - Take a Test Drive!

  • QuickBooks Online Subscription

  • Cloud Storage + Filing System

  • Hubdoc - Statement Fetching

  • ProperSoft PDF2CSV - Statement Conversion

  • Asana - Organize Your Accounting Routine

MODULE 2

QUICKBOOKS ONLINE SETUP + CONNECT ACCOUNTS

  • Custom Chart of Accounts Import

  • Edit Account Name + Type

  • Adding New Accounts + Sub Accounts

  • How to Add Account Numbers

  • Delete + Merge Accounts

  • Schedule C Summary

  • Connect Bank + Credit Card Accounts

  • Manually Import Historical Transactions

  • Edit Account Settings + Disconnect

MODULE 3

establish opening balances

  • Why Opening Balances Matter

  • How to Use the Opening Balance Sheet Template

  • Entering Opening Balances in QuickBooks Online

  • Fix Opening Balances for Account Reconciliation

MODULE 4

all about categorizing transactions

  • Tour of Banking Window

  • Add, Match, Transfer, Undo - What’s the Difference?

  • How to Add Vendors vs Customers

  • Batch Actions - Accept, Exclude, Modify

  • Exclude vs Delete

  • How to Split a Transaction

  • Rules - Create Consistency + Efficiency

MODULE 5

MANAGING PAYPAL + EBAY SALES

  • Connect to PayPal App

  • PayPal App vs Bank Feed

  • Categorize PayPal - Ebay Sales + PayPal Fees

MODULE 6

AMAZON SALES + OTHER SALES

  • How to Use the Amazon Sales Template

  • Unavailable Balances + Chargebacks

  • Amazon Loan - Principal vs Interest

  • Record Amazon Deposits in QuickBooks Online

  • Record Other Sales Deposits

  • Amazon Sales and Fees Accrual

  • Amazon 1099-K

MODULE 7

COST OF GOOD SOLD

  • Record COGS from InventoryLab

  • Record COGS from Manual Calculation

  • Embedding Buy Cost in Amazon SKU

  • Managing Inventory

    - Lost, Damaged, Sold, Not Sold, Donated

  • Cash vs Accrual

MODULE 8

RECONCILE ACCOUNTS

  • Tour of Reconciliation Window

  • Reconcile PayPal Account

  • Reconcile Bank + Credit Card Accounts

  • How to Fix Reconciliation Changes

MODULE 9

REVIEW WORK + FINANCIAL STATEMENTS

  • Review Work - Transaction List by Vendor Report

  • How to Review the Balance Sheet

  • How to Review the Profit & Loss (Income Statement)