DIGITAL BOOKKEEPING BASICS: MASTERING CLOUD ACCOUNTING TOOLS FOR VIRTUAL ASSISTANTS

About Course
This course equips aspiring and working Virtual Assistants (VAs) with the essential skills in digital bookkeeping and cloud accounting. Learners will explore the fundamentals of bookkeeping, understand common financial documents, and gain hands-on experience using top cloud accounting tools such as QuickBooks, Xero, Wave, and Akaunting. Through real-world Filipino business scenarios, learners will develop the confidence to offer bookkeeping support to SMEs, freelancers, and entrepreneurs in the Philippines and abroad.
What Will You Learn?
- Understand key bookkeeping concepts, terms, and processes.
- Explain the importance and advantages of cloud accounting in modern virtual work.
- Identify and use leading cloud-based accounting platforms (QuickBooks, Xero, Wave, Akaunting).
- Perform basic bookkeeping tasks such as recording transactions, creating invoices, tracking expenses, and generating reports.
- Apply bookkeeping techniques in virtual assistant roles to serve clients professionally.
- Interpret simple financial statements with accuracy and confidence.
Course Content
MODULE 1: INTRODUCTION TO BOOKKEEPING
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Lesson 1: Bookkeeping Basics – Terms and Concepts
24:22 -
Lesson 2: Bookkeeping Tools
03:17 -
Lesson 3: Hiring Bookkeepers
02:06
MODULE 2: BASIC ACCOUNTING
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Introduction
00:00 -
Lesson 2: Accounting Principles
00:00 -
Lesson 3: Basic Accounting Principles
00:00 -
Lesson 4: Accounting – All Businesses Need One
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Lesson 5: All About Personal Accounting
00:00 -
Lesson 6: Everyday Accounting
00:00 -
Lesson 7: Online Accounting
00:00 -
Lesson 8: Understanding Accounting Vocabulary
00:00 -
Lesson 9: Personal Accounting
00:00 -
Lesson 10: Accounting and Accountancy
00:00 -
Lesson 11: Accounting For Home Based Businesses
00:00 -
Lesson 1: Basic Accounting Crash Course
00:00
MODULE 3: FOUNDATIONS OF BOOKKEEPING
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Lesson 1: Introduction to Bookkeeping: What VAs Need to Know
00:00 -
Lesson 2: Why Do You Need a Bookkeeper?
00:00 -
Lesson 3: What is Capital
00:00 -
Lesson 4: What is an Asset
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Lesson 5: What is a fixed asset? What is a Current Asset?
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Lesson 6: What is Liability
00:00 -
Lesson 7: Double Entry Bookkeeping System
00:00 -
Lesson 8: Control Accounts
00:00 -
Lesson 9: What is the Difference Between a Business and a Company?
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Lesson 10: Bookkeeping and Accounting Part I
00:00 -
Lesson 11: Bookkeeping and Accounting Part 2
MODULE 4: FUNDAMENTALS OF CLOUD ACCOUNTING
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Lesson 1: What is Cloud Accounting? Benefits and Use Cases
00:00 -
Lesson 2: Introduction to Leading Cloud Platforms (QuickBooks, Xero, Wave, Akaunting)
00:00 -
Lesson 3: Cloud Security and Data Privacy Basics for Bookkeepers
00:00 -
Lesson 4: Choosing the Right Tool for Your Client’s Needs
00:00
MODULE 5: CLOUD ACCOUNTING SOFTWARES
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Lesson 1: Akaunting Tutorial
00:00 -
Lesson 2: Quickbooks Tutorial
00:00 -
Lesson 3: Xero Tutorial
00:00 -
Lesson 4: Wave Accounting Tutorial
00:00
MODULE 6: AKAUNTING FOR VIRTUAL ASSISTANTS
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Lesson 1: WooCommerce app for Akaunting
00:00 -
Lesson 2: PrestaShop app for Akaunting
00:00 -
Lesson 3: OpenCart app for Akaunting
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Lesson 4: Shopify app for Akaunting
00:00 -
Lesson 5: OFX Import app for Akaunting
00:00 -
Lesson 6: T-Soft app for Akaunting
00:00 -
Lesson 7: Todo App for Akaunting
00:00 -
Lesson 8: Quick Intro – Inventory app for Akaunting
00:00 -
Lesson 9: Quick Intro – Estimates (Quotes) App for Akaunting
00:00 -
Lesson 10: OFX Import app for Akaunting
00:00 -
Lesson 11: Double-Entry app for Akaunting
00:00 -
Lesson 12: Inventory app for Akaunting
00:00 -
Lesson 13: Estimates (Quotes) app for Akaunting
00:00 -
Lesson 14: CRM app for Akaunting
00:00 -
Lesson 15: Expense Claims app for Akaunting
00:00 -
Lesson 16: Payroll app for Akaunting
00:00 -
Lesson 17: Projects app for Akaunting
00:00 -
Lessom 18: Bank Feeds app for Akaunting
00:00 -
Lesson 19: Custom Fields app for Akaunting
00:00 -
Lesson 20: Print (Invoice) Template app for Akaunting
00:00 -
Lesson 21: Roles & Permissions app for Akaunting
00:00 -
Lesson 22: Point of Sale app for Akaunting
00:00 -
Lesson 23: Customer Statement app for Akaunting
00:00 -
Lesson 24: Employees app for Akaunting
00:00 -
Lesson 25: Sales/Purchase Orders app for Akaunting
00:00 -
Lesson 26: Credit/Debit Notes app for Akaunting
00:00 -
Lesson 27: Schedule Reports app for Akaunting
00:00 -
Lesson 28: Serial Number app for Akaunting
00:00 -
Lesson 29: Switch from Zohobooks to Akaunting
00:00 -
Lesson 30: Switch from FreeAgent to Akaunting
00:00
BOOKKEEPING DOWNLOADABLE E-BOOK
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Bookkeeping
BOOKKEEPING REPORT DOWNLOADABLE E-BOOK
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Bookkeeping Report
HOW TO GET YOUR CERTIFICATE
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Instruction
00:00
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