I provide a wide range of consultancy and training services in relation to QuickBooks Online accounting 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
