QuickBooks Online-Bookkeeping Business-Easy Way

QuickBooks Online bookkeeping business plan and examples, walking through bookkeeping engagement & data entry

Created by: Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI

What Will I Learn?

• How to outline a simple bookkeeping system for a small business using QuickBooks Online
• How to network between the bookkeeper, business owner, and year-end tax accounting firm, CPA firm or tax preparer
• How to set up a simple Bookkeeping company file in QuickBooks Online and store it on a computer
• How to use an easy method to enter financial data into QuickBooks Online from the bank statement
• How to identify common problems when entering financial data and strategies for overcoming them
• How to reconcile the bank accounts in QuickBooks Online
• How to analyses payroll options including the options to work with a third-party payroll company or to enter payroll into QuickBooks
• The basics of entering payroll into QuickBooks Online
• How to enter equipment purchases into QuickBooks Online
• How to enter loan payments into QuickBooks Online
• How to enter insurance payments into QuickBooks Online
• How to enter credit card charges into QuickBooks Online
• How to format month-end and year-end reports using QuickBooks Online
• How to enter adjusting entries into QuickBooks Online or prior year and work with accounting firms, CPA firms, or tax preparer to help with them

Requirements

• We should be familiar with QuickBooks and or accounting.

Target audience

• Bookkeepers who want do design a bookkeeping business using QuickBooks Pro Online
• Small business owners who want a simple system to enter data into QuickBooks Online or prior to help year-end tax preparation & regulatory needs
• Small business owners who want to learn how best to work with a bookkeeper and or year-end accounting firm and tax preparer
• Students who want to understand bookkeeping from a practical perspective