Brex to Accounting Software Automated Sync Setup
Integrate the Brex corporate card and expense platform directly with your GL to automate transaction coding and receipt capture.
Intermediate 30 min
Step-by-Step Bookkeeping Guides
Clear tutorials to help you automate workflows, fix common errors, and close your books faster.
Software Integration
The Full Guide to QuickBooks Desktop to Online Conversion
A meticulous, step-by-step checklist for converting a QuickBooks Desktop file to QuickBooks Online, minimizing data corruption.
Advanced 60 min
QuickBooks to SalesForce Integration: Best Practices
Guide to seamlessly integrating QuickBooks with Salesforce for unified sales and accounting data (using third-party connector).
Advanced 40 min
Reconciling PayPal and Venmo Payouts in Bulk
Efficiently reconcile large volumes of PayPal and Venmo transactions, separating the fees from the total deposits.
Intermediate 25 min
Square to Accounting Software Integration Checklist
Detailed setup and reconciliation guide for connecting your Square POS data to QuickBooks or Xero, including fees and sales tax.
Intermediate 30 min
Amazon Seller to QuickBooks/Xero Integration Guide
The ultimate guide to mapping Amazon FBA and Seller Central data to your general ledger, reconciling payouts, and tracking inventory COGS.
Advanced 50 min
Streamline E-commerce Accounting: Automating Stripe Transactions in QuickBooks Online
Learn to seamlessly integrate Stripe with QuickBooks Online, automating transaction imports, reconciliation, and revenue reporting for efficient e-commerce financial management.
Intermediate 45 min
Stripe Payouts Reconciliation Guide
Automate Stripe fee splitting, handle disputes, and perfectly match bank deposits in QuickBooks or Xero.
Intermediate 20 min
QuickBooks to Xero Migration Guide
Step-by-step guide to migrate from QuickBooks to Xero, ensuring data integrity and a smooth transition.
Advanced 45 min
QuickBooks ↔ Shopify Setup
Clean syncs, tax mapping & reconciliation checklists
Basic 15 min
Stripe Payouts Reconciliation
Automate fee splits & bank matches
Intermediate 20 min
Payroll & HR
The Guide to Using TSheets (QuickBooks Time) for Payroll
Set up and integrate TSheets (QuickBooks Time) for accurate job-based time tracking and automated payroll processing.
Intermediate 25 min
The Definitive Guide to Payroll Deductions and Benefits
Correctly setting up and accounting for common payroll deductions: retirement, health insurance, and garnishments.
Advanced 30 min
Payroll Liability Reconciliation and Cleanup
A monthly guide to reconciling payroll liability accounts to ensure all employee/employer taxes are paid and balances are zero.
Intermediate 20 min
QuickBooks Payroll Setup and Tax Forms Checklist
Ensure your QuickBooks Payroll is configured correctly for both employees and contractors (1099/W2) and automate tax form filing.
Intermediate 30 min
Gusto General Ledger (GL) Mapping Guide
Correctly map Gusto payroll entries to your General Ledger for accurate financial reporting in QuickBooks or Xero.
Advanced 30 min
Gusto GL Mapping
Map payroll entries correctly in your books
Advanced 30 min
Month-End Close
A Step-by-Step Guide to Month-End Close in QuickBooks
A comprehensive checklist and workflow for performing an efficient and accurate month-end close in QuickBooks Online.
Intermediate 30 min
Corporate Credit Card Reconciliation with Multi-User Expenses
A guide to simplifying corporate credit card reconciliation when multiple employees are using different cards and submitting receipts.
Intermediate 30 min
How to Fix Common Reconciliation Errors
Practical solutions for typical bank reconciliation issues like duplicate entries, incorrect dates, and transfer mismatches.
Intermediate 15 min
The Complete Bank Reconciliation Guide
A step-by-step process for matching and clearing transactions to perform a perfect bank reconciliation every month.
Basic 25 min
Common Entry Fixes
Solutions for typical reconciliation issues
Intermediate 15 min
QuickBooks Troubleshooting
Troubleshooting QuickBooks Desktop Connection Errors (H-series)
Specific fixes for the QuickBooks Desktop H101, H202, H303, and H505 errors related to multi-user hosting and data access.
Advanced 45 min
QuickBooks Audit Trail Review: Finding Unauthorized Changes
A forensic guide to using the QuickBooks Audit Trail to track down deleted transactions and unauthorized user changes.
Advanced 30 min
QuickBooks Error: The 'Account Balance' vs. 'QuickBooks Balance' Discrepancy
Troubleshoot why your bank reconciliation screen shows two different balances and how to fix the source of the issue.
Intermediate 20 min
Fixing Duplicate Vendor Payments in QuickBooks
Identify the cause of duplicate payments in your AP and eliminate the extra entries without disrupting bank reconciliation.
Intermediate 15 min
QuickBooks Bank Feed Rules: Advanced Setup & Troubleshooting
Create powerful bank rules to automate transaction categorization and resolve common rule conflicts.
Intermediate 20 min
The Full Guide to Expense Misclassification in QuickBooks
How to identify and fix common misclassifications (e.g., assets as expenses, personal as business) for accurate tax reporting.
Intermediate 20 min
QuickBooks Service Item List Cleanup and Optimization
Strategies for cleaning up a messy service item list to improve invoicing speed and reporting accuracy.
Basic 15 min
QuickBooks Error: 'Closing Date' Password Bypass Fix
How to handle and safely bypass the QuickBooks 'Closing Date' password when needing to make prior-period adjustments.
Intermediate 10 min
Fixing QuickBooks Undeposited Funds Errors
The definitive guide to clearing the Undeposited Funds account and matching client payments correctly.
Intermediate 20 min
Financial Strategy
Forensic Accounting: Identifying and Reversing Fraud in QuickBooks
A guide for reviewing the Audit Log and transaction history to detect signs of financial fraud, skimming, or manipulation.
Expert 60 min
How to Automate Cash Flow Forecasting with Spreadsheet Integration
Connect your accounting software data to a Google Sheet/Excel model to build a dynamic, real-time cash flow forecast.
Advanced 45 min
Automating Subscription Revenue Recognition (ASC 606/IFRS 15)
How to set up systems for automatic revenue recognition (deferred revenue) compliance for subscription businesses.
Advanced 60 min
QuickBooks to ERP Migration Readiness Checklist
Determine if your business is ready to move from QuickBooks to an Enterprise Resource Planning (ERP) system (e.g., NetSuite).
Advanced 60 min
Implementing Accrual Accounting: The Full Transition Guide
A guide for cash-basis businesses moving to accrual accounting, including necessary setup and journal entries.
Advanced 50 min
The Perfect Chart of Accounts Setup for SaaS Startups
Design a GL structure optimized for SaaS metrics: ARR, MRR, churn, and deferred revenue tracking in Xero or QuickBooks.
Advanced 50 min
How to Account for Capitalized Software Development Costs
Advanced guide on differentiating between R&D expenses and capitalized software development costs (SOP 98-1).
Expert 60 min
E-commerce Accounting
Reconciling Shopify Payments vs. External Gateways (PayPal, Sezzle)
How to handle and reconcile payouts from multiple payment methods on Shopify that hit your bank account separately.
Advanced 30 min
The Ultimate Shopify Troubleshooting Checklist for Accountants
A checklist of the most common Shopify accounting errors and how to spot them in the GL (mismatched deposits, missing fees).
Advanced 20 min
Inventory Adjustments Guide: Shrinkage, Damaged Goods, and Miscounts
How to make inventory adjustments and journal entries to correct stock levels and record shrinkage/spoilage expense.
Intermediate 20 min
Accurate Accounting for Customer Refunds and Returns
Learn the correct way to record customer refunds and returns, ensuring your sales and tax accounts remain accurate.
Intermediate 15 min
Shopify Sales Reconciliation: The Payout Method
A step-by-step guide to reconciling daily Shopify sales and fees using the Payout Method for clean books.
Intermediate 25 min
Advanced Inventory COGS Setup for Xero & QuickBooks
Master the intricacies of inventory tracking, Cost of Goods Sold (COGS) calculation, and inventory valuation methods (FIFO, LIFO).
Advanced 60 min
Tax & Compliance
Accounting for Cryptocurrency Mining and Staking Income
Advanced guide on the tax and accounting treatment of income generated from crypto mining rewards and staking activities.
Expert 50 min
Tax Compliance for Freelancers: Quarterly Estimated Payments
A complete guide to calculating, recording, and properly submitting quarterly estimated taxes in QuickBooks or Xero.
Intermediate 25 min
How to Use the Xero W-9/1099 Contractor Management Tool
Collect W-9s, track payments, and file 1099s automatically for all your contractors through Xero.
Intermediate 20 min
Accounting for PPP and EIDL Loans and Forgiveness
The proper way to record PPP and EIDL loan proceeds, track eligible expenses, and account for loan forgiveness.
Intermediate 25 min
Xero Year-End Reporting and Tax Filing Preparation
Key Xero reports and final steps to prepare your financial data perfectly for your CPA or tax preparer.
Intermediate 25 min
Cryptocurrency Accounting for Small Business
Basic guide to accounting for crypto transactions (purchases, sales, staking) and tax implications for small businesses.
Advanced 40 min
Sales Tax Automation for Multi-State E-commerce
Set up automated sales tax calculation and filing for platforms like Shopify and Amazon, ensuring you're compliant across all states.
Advanced 40 min
Financial Reporting
Implementing KPI Dashboards in Xero using Fathom
A guide to connecting Fathom to Xero to create powerful, visual KPI and financial performance dashboards for investors and management.
Advanced 40 min
Mastering Cash Flow Forecasting and Budgeting
Build a robust 12-month financial forecast, model scenarios, and track budget vs. actuals for better business decision-making.
Intermediate 35 min
Xero Reporting
Setting Up Classes/Tags in Xero for Granular Reporting
A focused tutorial on leveraging Xero's built-in **Tracking Categories** (Classes) for P&L segmentation by project, store, or department.
Intermediate 20 min
The Guide to Using Xero Fixed Asset Manager
How to set up Xero's built-in Fixed Asset Manager to automate depreciation and maintain a tax-compliant asset register.
Intermediate 25 min
Budgeting in Xero: Setup, Tracking, and Variance Analysis
Use Xero's Budget Manager tool to create, import, and track your annual operating budget against actuals.
Intermediate 20 min
How to Calculate and Record Prepaid Expenses in Xero
Step-by-step guide to using Xero's built-in feature for prepaid expenses and automated amortization.
Intermediate 20 min
Consolidating Multi-Currency Reports in Xero
A guide to generating consolidated financial statements for businesses with multiple currencies in Xero.
Advanced 25 min
The Ultimate Guide to Xero Tracking Categories
Learn to use Tracking Categories (Departments, Locations) to generate high-level segmented financial reports in Xero.
Intermediate 20 min
Advanced Bookkeeping
Accounting for Retainers and Deposits (Accrual Basis)
The correct method to book customer deposits and upfront retainer fees as a liability (Unearned Revenue) before work is delivered.
Advanced 20 min
Accounting for Unearned/Deferred Revenue for Service Retainers
Correctly record client retainers as deferred revenue and amortize the income over the service period (ASC 606 basics).
Advanced 25 min
Accounting for Discounts, Bad Debt, and Write-Offs
The correct GAAP methods for recording customer discounts, writing off uncollectible receivables, and managing bad debt expense.
Advanced 20 min
Implementing Job Costing and Project Tracking in Xero
Use Xero Projects and Tracking Categories together for accurate job costing, project profitability, and client billing.
Advanced 30 min
Intercompany Transactions Guide: Recording Loans & Transfers
Correctly record loans and transfers between related companies (intercompany accounts) using the Due To/Due From method.
Advanced 35 min
Journal Entry Best Practices: Avoiding the Mess
A comprehensive guide to when and how to use manual journal entries correctly, minimizing the need for major cleanup later.
Intermediate 15 min
A Guide to Managing Fixed Assets and Depreciation
Correctly record, track, and calculate depreciation for long-term assets (equipment, vehicles) in your accounting software.
Intermediate 25 min
Balance Sheet
How to Account for Owner's Equity (Draws, Contributions, Retained Earnings)
A clear guide on the proper journal entries for recording owner's financial activity to keep equity accounts clean.
Basic 15 min
How to Handle Loans and Line of Credit in QuickBooks
A clear, simple guide on recording loan proceeds, splitting principal and interest payments, and reconciling liability accounts.
Intermediate 15 min
Automation Tools
Mastering Trello for Bookkeeping Task Management
Set up a Trello board template to manage client month-end close workflows, document requests, and internal deadlines.
Basic 20 min
Airtable to Accounting GL Automation Guide
Automate the transfer of data from an Airtable project tracker or sales pipeline directly to your General Ledger for reporting.
Advanced 40 min
Divvy (Bill.com) to GL Integration and Expense Policy Guide
Integrate Divvy for automated expense coding and implement effective spend management policies for compliance.
Advanced 30 min
The Zapier Guide to Accounting Automation Workflows
Connect common business tools (CRM, forms) to QuickBooks or Xero using Zapier to eliminate manual data entry.
Advanced 30 min
Xero Files Inbox Automation: The Paperless Workflow
Leverage the Xero Files Inbox with email forwarding and mobile app scanning to automate expense documentation.
Basic 15 min
How to Automate Accounts Payable (AP) Workflow
Implement a fully automated AP process from vendor invoice receipt to final payment and GL entry using modern tools.
Advanced 40 min
The Dext Prepare Integration Guide (QuickBooks & Xero)
Set up Dext (formerly Receipt Bank) to automate receipt collection, data extraction, and paperless expense management.
Intermediate 20 min
Software Troubleshooting
QuickBooks Reporting
Advanced Use of QuickBooks Custom Fields for Reporting
Utilize Custom Fields (QBO Advanced) to capture key non-financial data points and filter reports beyond standard dimensions.
Advanced 30 min
QuickBooks Classes vs. Customers/Projects: When to Use Each
A clear breakdown on the optimal use of Classes, Locations, and Customer/Project fields for granular reporting in QBO.
Intermediate 15 min
Handling Foreign Currency Transactions in QuickBooks Online
Set up multi-currency, record foreign invoices/bills, and account for unrealized and realized foreign exchange gains/losses.
Advanced 30 min
Creating a Management Reporting Package in QuickBooks
Build custom, branded financial reports (KPI dashboard, segmented P&L) for stakeholders in QuickBooks Online.
Intermediate 30 min
The Full Guide to QuickBooks Classes and Locations
Utilize Classes and Locations/Tags in QuickBooks Online for segmenting Profit & Loss reports by project, department, or business unit.
Intermediate 20 min
Xero Troubleshooting
Mastering the Xero Conversion Balance (Migration Cleanup)
A guide to reviewing, adjusting, and locking the Conversion Balance sheet after migrating data into Xero for the first time.
Advanced 35 min
Troubleshooting Xero's Common Sales Tax Mismatches
Fix issues where your Xero Sales Tax Report does not match your external sales tax filing (e.g., Avalara/TaxJar data).
Intermediate 25 min
The Full Guide to Expense Misclassification in Xero
How to identify and fix common misclassifications (e.g., personal expenses, fixed assets) for accurate tax reporting in Xero.
Intermediate 20 min
Xero Bank Rules: The 5 Power-User Rules to Master
Unlock advanced automation with the 5 most effective bank rules in Xero, including transfer and split-line rules.
Intermediate 15 min
Xero's Find and Recode Tool: The Cleanup Powerhouse
A tutorial on using Xero's powerful 'Find and Recode' tool to batch-fix thousands of misclassified transactions instantly.
Advanced 15 min
Fixing Xero's Account Transactions Discrepancies
A deep dive into common issues like orphaned bank feed transactions and miscoded entries in Xero's Account Transactions report.
Intermediate 20 min
Tool Comparison
Xero vs. FreshBooks: Choosing the Right Simple Accounting Software
A head-to-head comparison of Xero and FreshBooks for freelancers, contractors, and service-based businesses.
Basic 20 min
Xero Projects vs. QuickBooks Projects: Feature Comparison
Detailed analysis of the project management and profitability features in Xero vs. QuickBooks Online Advanced.
Intermediate 20 min
Xero Inventory vs. Third-Party App Comparison
Deciding when Xero's native inventory is enough and when you need a dedicated app (like Cin7, Katana).
Intermediate 25 min
QuickBooks Online Advanced vs. Premier Comparison
Detailed comparison of QBO Advanced and Premier features to help businesses choose the right enterprise-level subscription.
Basic 15 min
Connecting Shopify to Xero Directly vs. Third-Party App
A detailed analysis of connecting Shopify to Xero using the native connector versus a specialized app (like A2X).
Advanced 30 min
Expensify vs. Dext: The Ultimate Expense Management Face-Off
A feature-by-feature comparison of Expensify and Dext to help you choose the best tool for expense reporting and receipt capture.
Intermediate 20 min
Industry-Specific Accounting
Restaurant Accounting: COGS and Inventory Management Guide
Specific accounting methods for tracking food/beverage COGS, waste, and integrating POS (like Toast/Square) to the GL.
Advanced 40 min
Construction Accounting: Job Costing and WIP Management
Best practices for tracking labor, materials, and overhead against contracts and managing Work in Progress (WIP) schedules.
Expert 60 min
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