QuickBooks Online
Help with transactions' categorizations.
- Checking and understanding these in the bank statements and/or the final institutions' description.
- Categorizing transactions inside QuickBooks.
- Properly categorize transactions with QuickBooks bookkeeping or accounting processes.
Accounts reconciliations.
- Reconciliation of accounts in a monthly basis.
- To keep books properly reconciled inside QuickBooks versus financial institution.
Provide insights about different accounting types with their usage application.
- Customers for sales receipts, invoicing, receive payments, credit memo and refund receipt.
- Vendors for expenses, bills, pay bills, vendor credit and transfers.
- Others for bank deposits and etcetera.
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