PART 1 OF A 2-PART SERIES

(AVAILABLE NOW!)

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What You'll Learn:

  • How to determine whether to merge accounts or replace them
  • When to add a new account vs using other tracking methods like jobs or classes.
  • How to leverage this skill as a high-value consulting service
  • Should you fix the books or start over? Understanding when a COA is beyond saving.
  • The power of using other database tools instead of overloading the Chart of Accounts

Live Demonstrations

Watch Jackie shaw as she works through two different chart of accounts in QBO and QB Desktop so you can see the good vs the ugly in real-time

Practical Exercises

this course includes hands-on practice so you walk away with some muscle memory of what it's like to clean up the books

Learn
Strategies

Students in this class get to listen in as jackie shaw works through two different chart of accounts. the commentary drops wisdom nuggets galore.

Course Lessons

Lesson 1 IN A 2-PART series

Chart of Accounts Clean-Up

The foundation of clean books starts with a well-organized Chart of Accounts (COA). In this session, you’ll learn how to clean up the COA for better financial reporting and smarter bookkeeping.
BOOKKEEPER'S CLEAN-UP KIT

LOOKING FOR THE FULL CLEAN-UP SERIES?

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