Perfect for small business owners, freelancers, and beginners, this eBook provides step-by-step instructions to set up your company file, manage transactions, and streamline financial tasks with confidence. Take control of your finances effortlessly today!
This guide is designed to simplify complex financial tasks, streamline processes, and empower users to take control of their financial success in 2024.
The book covers 10 essential steps to help users become comfortable with QuickBooks Online, including
- setting up company information,
- chart of accounts,
- products and services,
- connecting bank and credit cards,
- integrating apps,
- creating invoices and bills,
- categorizing online bank transactions,
- reconciling accounts,
- and reviewing financial statements.
By mastering the functionalities of QuickBooks Online through this guide, users will gain the confidence to handle their finances independently. The book aims to empower individuals to take charge of their financial health, optimize their business operations, and pave the way for future growth and success.
I once was a small business owner before becoming an Enrolled Agent and bookkeeping professional so it’s true to say I know owners’ worries and hard work to build and grow their business. With my previous business experience, my educational background, and frequent volunteering in my local community, I find that my passion is to partner with professional service companies and provide them bookkeeping and taxes solutions.
- Bachelor of Science Business Management, University of Bradford
- Enrolled Agent - enrolled to practice before the IRS
- Bookkeeper Launch Certified
- QuickBooks Online Advanced ProAdvisor
- QuickBooks Online Payroll ProAdvisor