QBO Setup, Cleanup, & Catchup Building a Strong Foundation
Over 3.6 million business owners currently use QuickBooks Online (QBO). When managed correctly, QBO is a versatile product capable of streamlining and automating redundant business tasks. From connecting directly with your bank, downloading and classifying transactions, paying employees and vendors, to producing financial reports, QBO is an integral part of many business owner’s infrastructure.
Do you have any of the following issues in your company file?
- Duplicate customers or vendors
- Invoices missing the ability to pay online
- Numerous unused products or services
- More than two pages on your financial reports
- Uncollectible invoices showing as past due
- Undeposited funds or uncategorized transactions
- Missing reconciliations
- Confusing reports