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      • Transactions Module 101

      Transactions Module 101

      Chris Bernardo
      Chris Bernardo
      JuanTax Plus
      (1 review)
      Free
      Transactions Module 101
      • Overview
      • Curriculum
      • Instructor
      • Reviews

      Understand all the basic functionalities of the Transactions Module in this course. From adding transactions, applying full and partial payments, to Quick Search and Reclassing Transactions are discussed, in this course.

      Course Features

      • Lectures 11
      • Quizzes 10
      • Duration 21:26 mins
      • Skill level Beginner, Intermediate
      • Language English
      • Students 389
      • Certificate Yes
      • Assessments Self
      CoursesJuanTax PlusTransactions Module 101
      • Navigating Transactions Module (Overview) 2

        • Lecture1.1
          Navigating Transactions Module (Overview)
        • Quiz1.1
          Quiz 3 questions
      • Recording Transactions Manually 6

        • Lecture2.1
          How To Add Sales (Manually)
        • Quiz2.1
          Quiz 3 questions
        • Lecture2.2
          How To Add Purchase (Manually)
        • Quiz2.2
          Quiz 3 questions
        • Lecture2.3
          Add a Journal Entry (Manually)
        • Quiz2.3
          Quiz 3 questions
      • Importing Bulk Transactions 4

        • Lecture3.1
          How To Add Sales (CSV Spreadsheets)
        • Quiz3.1
          Quiz 3 questions
        • Lecture3.2
          How To Add Purchases (CSV Spreadsheets)
        • Quiz3.2
          Quiz 3 questions
      • Applying Payments to Sales / Purchases 6

        • Lecture4.1
          Applying Full Payments to Sales (With withholding)
        • Quiz4.1
          Quiz 3 questions
        • Lecture4.2
          Applying Full Payments Purchase (Full Payment)
        • Quiz4.2
          Quiz 3 questions
        • Lecture4.3
          Applying Partial Payments
        • Quiz4.3
          Quiz 3 questions
      • Reviewing entries using Transactions and Contact Report 2

        • Lecture5.1
          Reviewing entries using Transactions and Contact Report
        • Quiz5.1
          Quiz 2 questions
      • Exercise 1

        • Lecture6.1
          Exercise
      Chris Bernardo
      Chris Bernardo

      Resident Lecturer

      Chris Bernardo is the Head of Training and Activation at JuanTax, and our Resident Lecturer. He is a seasoned tax trainer that has been empowering taxpayers by conducting more than 120 tax training webinars since the pandemic started.

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        jiegs delos santos

        easy to use and understand

        easy to use and understand.

      • Overview
      • Curriculum
      • Instructor
      • Reviews
      Free
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