Areas we can Assist

• Setting up or Transferring QB File

  • Setup Chart of Accounts

  • Setup Beginning Account Balances

  • Setup Asset accounts

  • Setup Liabilities and Equity

  • Connect Bank and Credit Cards

• Bank Feed Transactions

  • Categorizing Transactions (Income Statement and Balance Sheet)

  • Creating Transaction Rules

  • Uploading receipts

  • Reconciling Accounts

• Sales Transactions

  • Setting up new Customers

  • Setting up new Products or Services

  • Creating Estimates

  • Creating Invoices

  • Creating Recurring Invoices

  • Creating Sales Receipts

  • Receiving Customer Payments

  • Making Bank Deposits in QB

  • Creating Payment Links

  • Creating Customer Statements

• Expense Transactions

  • Entering Bills

  • Entering Purchase Orders

  • Paying Bills

  • Printing Checks

  • Setting up and Paying Contractors

  • Setting up and Paying Vendors

  • Filing 1099s