Module 3: QuickBooks
Partnering with you to set up the Quickbooks back end of your business
to enable you to take advantage of the robust functions and features
to suit your needs will save you even more time and money.
Capture
the Basic Settings
"Get a basic understanding of how to use this popular accounting software for small and medium-sized businesses."
Module 3 Video
Please watch the video below for Module 3.
Actual live air date: November 16, 2022
Presentation, Homework & Freebees
Homework
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Customize your own form.
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Set up your products & services.
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Continue setting up bank rules in Quick Books.
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Setup Sales Tax, if required.
Feel free to download the Behind the Transactions Cheat Sheets.
Bookkeeping 101 Hack:
Connecting all of your accounts to Quickbooks will make it easier to track business and personal expenses.
We listen to your concerns as a non-judgemental advisor and provide personalized guidance for the life event you are experiencing. By working together and using proactive tax planning, we can better navigate life's other money-related challenges.