If you have questions or need assistance with your QuickBooks Online bookkeeping, allow me to help, or even turn you into a QuickBooks Online Power User!
I have helped hundreds of clients who thought they could set it up themselves but found they were lost or didn’t know what they were doing. As much as Intuit would like you to think you can do it all yourself, having me set-up or review your file can really help get you back on the right track.
I will help you accomplish anything you need in QuickBooks Online, I know it’s powers and it’s limitations very well. I have set-up and done bookkeeping for hundreds of QuickBooks Online (QBO) individuals and businesses. I started using QBO in 2000 and it has really come a long way today!
For the toughest cases – I am a certified QuickBooks Online Pro Advisor, which means I have priority access to the Quickbooks Online support team. I can reach them quickly to resolve any issue.
In addition to my services, I am also happy to provide you with valuable training materials and guides Intuit provides to me as part of my ProAdvisor membership, at no additional cost.
Some of the things I can help you accomplish in QuickBooks Online (QBO):
- Help you interpret and understand your Financial Statements
- Import lists, transactions &/or historical data into QBO from other bookkeeping or financial software/app.
- Set-up custom Chart of Accounts
- Help reconcile bank, credit card accounts.
- Help you organize your Inventory, and Item lists
- Help you record complex transactions, or answer accounting/tax questions.
- Create Estimates, Invoices, & memorize custom Templates.
- Automate recurring Billing or recurring payments.
- Show you how to enter your sales from POS or cash register, and track/pay Sales tax if needed.
- Show you how to track/manage/pay bills.
- Help you set-up, use or transition to QBO Payroll from another pr service.
- Customize and save Report templates, automate reports (emailed automatically).
- Help you set-up Third Party apps like Bill.com, Transaction Pro Importer, etc.
- Show you how to record, track & reconcile credit card merchant account activity.
- Transfer data to QuickBooks Online (QBO) from QuickBooks Desktop (PC or Mac) versions
- Download QBO data & convert to QuickBooks Desktop (PC or MAC)
- I can help you “start over” if you messed up your QuickBooks Online file!