Bookkeeping Bootcamp 2024

Introduction to QuickBooks® Online, Navigating, Setting Up-Users, Company Profiles & Account Settings.  Differences Between QBO and Desktop w/ Custom Dashboard,

Connecting Bank & Credit Feeds,

Multiple Location Bookkeeping,

A/R, Job Costing & By Class

 Chart of Accounts Setup & Strategies

Entering Sales/Income: Start to Finish New Customer/Invoice Setup,

Managing Expenses & Bills (A/P),

Recording Payments & Deposits,

Customizing Transactions & Rules,

Reconciling Bank Checking, Savings, & Credit Cards Accounts,

Beginning Balance Setup, 

& Data Imports

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New Business Payroll Setup,

Payroll & Employee Management,

Integrating 3rd Party Payroll Apps,

HR Policies - Employee Handbook,

Payroll in QuickBooks ® Online,

Handling Payroll Taxes,

Overview of State & Federal Taxes,

Generating All Payroll Reports, &

Quarterly Report Requirements.

Year End Custom Reporting,

 Balance Sheet & Profit & Loss Stmnts

Budgeting & Forecasting, 

Statements of Cashflows,

Year End Overview, 2 yr. Comparison

Non-Profit Bylaws & Meeting Minutes, 

Accounts Receivable &

Collection Strategies, and/or

Write off Invoices, Record Bad Debt,

Self-Employment Health Insurance,

Reasonable Wage & Owner Equity, 

Backup & Security