QuickBooks add accountant Email: StingraysBookkeeping@gmail.com
The Following displays each ProAdvisor Certification, and the list of each feature different certifications are qualified to advise. Browse thru this page, you can easily see how without a tour guide, many of these sophisticate QB Features can be overlooked, underutilized. To get the most from your QB experience, best value for your money, use a QB ProAdvisor.
Guides through basic bookkeeping services, matching each company needs to the appropriate QuickBooks subscription. ProAdvisor deals with onboarding new clients into QB, setting up the companies’ books, Chart of accounts, Sales & Customers, Expenses & Vendors, products & services, banking, basic reports, basic period & year end activities.
Sales and Customers
Customizing sales forms, working with estimates and purchase orders, Customer statements, Credit memos and customer refunds, Setting up QuickBooks Payments, Using QuickBooks Payments, Basic sales tax setup.
Expenses and Vendors
The vendor workflow, Navigating the Expenses center, Adding vendors, Entering expenses, Entering bills, Paying bills, Setting up Bill Pay powered by Melio, Managing receipts and bills, Creating vendor credits, The Pay down credit card feature.
Banking
Setting up the bank feed, managing transactions in the bank feed, Excluding bank transactions, Managing bank feed connections, Creating bank rules, Using bank rules, Creating and using recurring transactions, Recording undeposited funds, Recording deposit transactions, Using journal entries, Using the Transfer function, Reconciling accounts, Correcting beginning balances for reconciliations.
Reports
Basic reporting options, The Profit and Loss and Balance Sheet reports, reports to answer common business questions, customizing reports, management reports, Setting up and using tags.
Period and Year-End
Using the Books review center, Key tasks for year-end, using the Re-classify transactions tool, Closing the books.
Sales and Customers
Billable expenses, Billable time, Delayed charges, Progress invoicing, Price rules, Customer prepayments and deposits, Sales summaries, working with budgets, Inventory management, Setting up inventory products, Buying, selling, and adjusting inventory, Adjusting for donated inventory, Advanced sales tax activities, Filing sales tax in QuickBooks Online, Adjusting sales tax.
Banking
Banking productivity techniques, troubleshooting bank feed matches, Using the Suggested rules feature, Importing and exporting bank rules, Working with corporate credit cards, Bounced checks and insufficient funds, Zero dollar transactions.
Reports
Getting the most out of cash-basis and expense reports, Creating scheduled reports, Using the Performance center, The Cash flow center, advanced tagging, advanced categorization methods, class tracking, location tracking, tracking profitability by customers, using projects.
Period and Year-End
Reviewing lists at period end, reviewing balance sheet account balances, reviewing Profit and Loss and uncategorized account balances, issues with undeposited funds, writing off invoices, troubleshooting inventory balances, preparing and filing 1099 forms, using the Prep for taxes tool.
Advanced Feature’s Specialist
Using custom fields, using the Custom Report Builder, using the Performance Center, Using the Spreadsheet Sync feature, managing custom roles, using the workflows and tasks centers, managing transactions in batches, managing expense claims.
Solution’s and Set-up
QuickBooks Online Payroll subscriptions, setting up QuickBooks Online Payroll, navigating the Payroll Center, managing employees in QuickBooks Online Payroll, managing contractors in QuickBooks Online Payroll.
QuickBooks PayRoll
Running payroll in QuickBooks Online Payroll, managing scheduled and unscheduled payroll in QuickBooks Online Payroll, automating payroll in QuickBooks Online Payroll, using QuickBooks Time with QuickBooks Online Payroll, voiding and deleting paychecks in QuickBooks Online Payroll.
Reports and End of Period Activities
Running payroll reports in QuickBooks Online Payroll, reconciling payroll in QuickBooks Online Payroll, processing payroll liability tax payments and forms, managing tax penalties, processing W-2 forms and other year-end activities for payroll, using projects and classes to determine payroll profitability.
Advanced Options and Feature’s
Customizing expense accounts for payroll in QuickBooks Online Payroll, adjusting tax settings in QuickBooks Online Payroll, banking and direct deposit troubleshooting, managing time off in QuickBooks Online Payroll, managing deductions and contributions in QuickBooks Online Payroll, Processing an employee termination in QuickBooks Online, Recording tips in QuickBooks Online Payroll.