Team Learning
Team Learning
Every lesson and quest in one place. Quests expand to show their lessons in order; each lesson row shows how it's set up. You can edit what you created; everything else is view-only.
3 quests · 13 lessons
1
Welcome to BOS & how we workMicro
Slides
Quiz
Onboarding
2
Your tools: FC, QBO, Xero, Dext
Slides
Audio
Quiz
Software expertise
3
Reading a client's booksMicro
Slides
Quiz
Grounding
Accuracy of work
Checkpoint quizOnboarding checkpoint
Gates the applied task · pass ≥ 70%
Applied taskReconcile a sample month
File upload
Manager sign-off30-day review with your lead
Human sign-off completes the quest
1
Bank reconciliation, end to end
Slides
Video
Audio
Quiz
Reconciliation
2
Handling discrepanciesMicro
Slides
Quiz
Reconciliation
3
Multi-currency wrinklesMicro
Reading only
No check
Reconciliation
Checkpoint quizReconciliation checkpoint
Pass ≥ 80%
Applied taskReconcile a messy real-world month
File upload
1
Fund accounting basics
Slides
Quiz
Specialized domains
2
Restricted vs unrestricted fundsMicro
Slides
Quiz
Specialized domains
3
Grant tracking in QBOMicro
Slides
Audio
File upload
Specialized domains
Checkpoint quizNonprofit checkpoint
Pass ≥ 70%
Standalone lessons — not part of a quest
How BOS communicatesMicro
Slides
Video
No check
Written communication
Dext OCR tips & gotchasMicro
AI draft
Slides
Quiz
Grounding
Software expertise
Client email tone & structureMicro
Blank
Slides
Quiz
Written communication
Year-end working papers walkthrough
Upload
Slides
Audio
File upload
Grounding
Accuracy of work
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