Quickbooks Online Training

All financial tracking starts with a well thought out chart of accounts.  This is the backbone of your books and a good understanding of how it works is crucial.

• Set up Customers and Projects
• Track profit  per customer or project
• Track open invoices per customer or project
• Track billable expenses per customer or projects
• Send Estimates
• Invoice from estimates
• Invoice for billable expenses.

• Snap images of receipts or bills in to QBO or forward from email.
• Enter expenses
• Job cost expenses.
• Mark expenses billable
• Track bills
• Track unpaid bills
• Pay bills

• Create invoices 
• Receive payments
• Accept payments through QBO merchant services
• Deposit Funds
• Post other income

• Bank Feed procedures
• Monthly reconciliation of checking and savings accounts, credit accounts and PayPal
• Create custom reporting
• Run standard reports