Course curriculum

    1. Student - Intro to CAS and the Makings of a Super Star

    2. (Training) Intro to CAS and Business Foundations

    3. Student - Understanding Business

    4. (Training) Understanding Business

    5. Student - Homework: Accept UrbanEdge QBO file

    6. Student - Journal Entry Mastery

    7. TBB: Mastery Minute and Check Point 1

    8. TBB: Layer in Pro-Advisor Training

    1. Student - Cash vs Accrual

    2. (Training) Cash VS. Accrual

    3. Student - The Right Accounting Approach

    4. (Training) The Right Accounting Approach

    5. (Training) Student - Determining the Structure

    6. Student - QBO Urban Edge Homework

    7. Steps to QBO Urban Edge Homework

    8. (Training) Adding Urban Edge to QBO

    9. (Training) Purge Company File and Upload Files

    10. TBB: Layer in Pro-Advisor Training

    11. TBB: Mastery Minute and Check Point 2

    1. Bank Feed and Transaction Coding

    2. (Training) Bank Feeds and Transaction Coding

    3. Homework - Coding Transactions - Cash Based

    4. TBB: Layer in Pro-Advisor Training

    5. TBB: Mastery Minute and Check Point 3

    6. TBB: Journal Entries behind the transaction in QBO

    1. Introduction to Accounts Receivable

    2. (Training) Intro to Accounts Receivable

    3. Student: Homework: Enter all invoices for UrbanEdge

    4. Steps to Homework: Enter all invoices for UrbanEdge

    5. Student: Homework: Enter all payment information against invoices for UrbanEdge

    6. (Training) Merging Customers, Vendors and Chart of Accounts

    7. (Training) Applying Payments to Invoices

    8. (Training) Accounts Receivable Review

    9. (Training) Correcting Accounts Receivable Issues

    10. TBB: Layer in Pro-Advisor Training

    11. TBB: Journal Entries behind the transaction in QBO

    1. Introduction to Accounts Payable

    2. (Training) Introduction to Accounts Payable

    3. Student: Homework: Enter all bills for UrbanEdge

    4. Steps to Enter Bills

    5. (Training) Accounts Payable Review

    6. TBB: Layer in Pro-Advisor Training

    7. TBB: Journal Entries behind the transaction in QBO

    1. Client Communication and Transactional Activities

    2. Training Client Communication and Transactional Activities

    3. Homework: Categorize Transactions for Urban Edge

About this course

  • Free
  • 56 lessons
  • 8.5 hours of video content

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