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QuickBooks Online

I provide a wide range of consultancy services in relation to QuickBooks Online including:

1. Setup

• Chart of Accounts
• Customisation
• Numbering
• Lists
• Users

2. Sales / Debtors / Customers Workflow Cycle

• Customisation
• Credit Notes and Refund Receipts
• Delayed Credits / Delayed Charges
• Online Invoices
• Audit History
• Transactions – Batch, Linked
• Invoice Activity
• Attachments
• Estimates / Quotes / Conversion to Invoices
• Draw Window
• Recurring Invoices
• Import / Export

3. Purchases / Expense Payments / Creditors / Suppliers Workflow Cycle

• Customisation
• Recurring Purchase Invoices
• Audit History
• Transactions – Batch, Linked
• Invoice Activity
• Attachments
• Import / Export

4. Banking

• Current A/c, Credit Card A/c, Deposit A/c
• Bank Reconciliation
• Import / Export Bank Transactions

5. VAT

• Correct Setup
• Customisation

6. Nominal Ledger

• Chart of Accounts
• Journal Entries
• Import / Export

7. Reports

• Custom Reports
• Trial Balance
• Profit & Loss A/c
• Balance Sheet
• Year End Procedures

8. Customisations

• Screen
• Filtering / sorting

9. Alternative Access Options

• IPad
• Windows Apps

10. Internet Browser Options and Tips

• Chrome – hints and tips

 

11. QBO Plus Options

• Time Recording
• Stock