COURSE 107: TRANSACTION CODING MADE EASY
COURSE 107: TRANSACTION CODING MADE EASY
Bookkeeping for Small Business Owners is a practical, beginner-friendly 2-hour intensive workshop designed to help bookkeepers confidently categorize everyday business transactions.
The emphasis should be on teaching students how to think through a transaction, rather than simply memorizing account categories.
The course gives participants a repeatable framework they can use whenever they encounter an unfamiliar transaction:
UNDERSTAND IT → IDENTIFY IT → CODE IT → VERIFY IT
Course Level
Beginner / Early Intermediate
Duration
2 hours
Format
Instructor-led workshop with demonstrations, discussion, and hands-on exercises.
Prerequisites
Basic bookkeeping knowledge recommended.
Participants will learn how to determine what a transaction actually represents before assigning it to an account. The workshop covers income, expenses, owner transactions, transfers, and suspense/uncategorized transactions, with an emphasis on practical decision-making rather than memorizing categories.
Through practical examples and coding exercises, students will learn how to distinguish between business expenses and owner activity, recognize transfers that should not be coded as income or expenses, and properly investigate transactions that initially appear unclear.
Curriculum at a Glance
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