• views: 131
• date: 18 March 2026
• posted by: 0nelove

Hands-On Training for Beginners: Bank & Credit Card transactions Posting and Reconciliation
What you'll learn
Set up and customize QuickBooks Desktop for US small businesses, including chart of accounts, Creating Vendors etc.
Record daily transactions accurately, Bank and CC reconciliations compliant with US GAAP standards
Generate Bank and CC reconciliation Reports
Optimize QuickBooks for efficient bookkeeping in freelance or remote US client work.
Requirements
No prior experience with QuickBooks or bookkeeping is required—you'll learn everything from scratch. Basic computer skills, such as navigating files and using a mouse/keyboard, are helpful for following along. ​ A Windows PC with QuickBooks Desktop installed (free trial available) is needed for hands-on practice.
Description
I am from Commerce Background and worked for 7 years in US Bookkeeping in KPO firm based in Bengaluru, where I got the hands-on experience in Quickbooks Desktop, Quickbooks online, Xero and many other softwares.
Now I am settled in my native place and working for Upwork and Fiverr as freelancer.
Video lectures included in this course is of real client based in US. So you will get real experience.
This beginner-friendly course teaches practical US bookkeeping workflows in QuickBooks Desktop, empowering accounting students, freshers, and intermediate freelance bookkeepers to confidently serve US clients. Focused on hands-on essentials like bank feeds, credit card transactions, accurate posting, and reconciliations, it bridges the gap for those entering the field without advanced experience.
Ideal for aspiring professionals targeting careers in US BPO companies based in India—such as Genpact, Accenture, or WNS—or freelancing on platforms like Upwork, Fiverr, and Freelancer as bookkeepers or virtual assistants. You'll gain the exact skills US small businesses demand, from service-based firms to e-commerce owners needing GAAP-compliant books.
Key highlights include step-by-step guidance on connecting QuickBooks Desktop remotely via Qbox client (a secure, screen-lock tool for client data protection), navigating the interface fluidly (menus, dashboards, shortcuts), categorizing expenses/income with US tax rules in mind , and executing monthly reconciliations to catch discrepancies like duplicate entries or uncleared checks swiftly.
Who this course is for
This course is for aspiring US bookkeepers, freelancers, and accounting students new to QuickBooks Desktop. It's ideal for small business owners handling their own US finances, virtual assistants on platforms like Upwork, and professionals switching from manual bookkeeping. Anyone seeking practical, hands-on skills for US GAAP-compliant Desktop workflows without prior software experience will find it valuable.


   
   
   

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