Course Description

Learn how to customize the Chart of Accounts for your business. Receive a sample Chart of Accounts with explanations for each account. Most importantly, understand how the Chart of Accounts impacts your financial statements so that you can wisely add, edit, and delete accounts. Demo uses QuickBooks desktop and QuickBooks Online.

Business Coach & Consultant

Amanda Prill

Amanda Prill enjoys guiding small and start-up businesses to establish effective techniques and implement practical solutions to financial success. She holds a Master of Business Administration (MBA) and has twenty years of experience in managing small businesses, operations, and business finances. Also, she has a decade of adult education experience. Given her knack for working with people, numbers, and technology, Amanda possesses a unique ability to help small business owners reduce stress, grow their business, and implement fiscal strategies that result in profits.

Course curriculum

  • 1

    Understanding the Chart of Accounts

    • Goldilocks Method

    • Navigation

    • Types

    • Money Bags

    • Sample Chart of Accounts

    • Customize for Your Business

    • Creating a New Account

    • Summary: Chart of Accounts

    • Questions?