Quickbooks Online Bookkeeping
SET UP:
- Create QBO account
- Import Client Data
- Edit Company Settings
- Basic Sales Tax Set-up
- Chart of Accounts
- Setting up bank feeds
CATCH UP/CLEAN UP:
- Recording Invoices and Bills
- Categorizing Transactions
- Uploading CSV Bank Statements
- PDF to CSV Bank Statements
- Bank Reconciliations
- Generating Reports
MONTHLY BOOKKEEPING:
Entering Monthly Transactions
Creating and Sending Invoices
Bill Payments Recording
Bank Reconciliations
Generating Reports