Getting Started

• Bring In Your Data – Import your data and set up Chart of Accounts.
• Set Up Banking – Connect and set up your online banking in QuickBooks.
• Set Up Customers and Vendors – Set up your customers and vendors in QuickBooks.
• Set Up Inventory – Set up items you purchase and sell in QuickBooks.

Advanced accounting

• Chart of Accounts – Manage your balance sheet, income, and expense accounts.
• Journal Entries – Add, edit, and work with journal entries.
• Multicurrency – Use and manage multicurrency in QuickBooks.
• Manage Inventory – Manage your inventory, products, and services in QuickBooks.

Banking

• Bank Connectivity – Sync your bank account.
• Bank Transactions – View and manage your bank transactions.
• Deposits – View and manage your bank deposits.
• Reconciliation – Reconcile your bank account with QuickBooks.

Expenses and vendors

• Purchase Orders – Add and manage your purchase orders.
• Pay Expenses and Bills – Manage your money out payments.
• Vendor Credits – Create and manage credits from your vendors in QuickBooks.
• Manage Vendors – Manage your vendors in QuickBooks.
• Manage Inventory – Manage your inventory, products, and services in QuickBooks.

Invoices and payments

• Invoices and Payments – Add, organize, and send invoices.
• Customize Invoices – Customize your invoices.
• Manage Invoices – Manage your QuickBooks enabled invoices.
• Process E-invoices – Create an invoice, send it, and get paid with online invoices.

Reports

• Inventory Reports – Create and run inventory reports.
• Company Snapshot – Get insight into your business performance.
• Customize Reports – Create and manage reports.
• Financial Reports – Run balance sheet and profit and loss reports to manage your business.
• Memorize Reports – Edit and manage custom QuickBooks reports.
• Sales Reports – Run reports to see your sales in QuickBooks.

Sales and customers

• Manage Payments – Process customer payments with QuickBooks.
• Sales Transactions – Add and manage customer invoices, sales receipts, and other sales forms.
• Customize Sales Forms – Adding logos and changing the look of sales form to match your brand.
• Manage Customers – Manage your customer information.
• Customer Statements – Create and manage customer statements.
• Refunds and Credits – Credit or refund customer accounts receivable in QuickBooks.

Taxes

• Tax reports – A summary of your taxes.
• Business calendar and year end – Important dates and calendar events like quarters, fiscal year, and year-end.
• Sales tax – Pay and manage sales tax in QuickBooks.
• Tax forms – Add and manage your tax forms.
• Tax notices and IRS – Handle tax notifications in QuickBooks.
• Tax preparation – Prepare your taxes with QuickBooks.

Year-end Assistance

• Review the first month of your fiscal year
• Review customer account balances and send statements
• Clear any outstanding deposits
• Review vendor account balances, pay bills, or write checks.
• Reconcile all accounts (bank, credit card, and petty cash).
• Run year-end reports
• Distribute profits from the business as needed.
• Prepare your tax returns with your accountant.
• Reclassify transactions as needed.
• Close your books.