Need help with entries made. Need to make sure transactions and entries are in the correct locations.
Must use [url removed, login to view] (to share screen) and/or skype for audio.
Seeking an expert that can easily look at the entries and help correct any that are incorrect.
Possible long term, but depends on how quickly we get this 1st part done.
I have a client and I downloaded 350 transactions from their bank feed into QB desktop. Most of the transactions are expenses and I believe I entered them correctly. The issue is with the deposits and making sure they come in as income. Since I didn't have any "past" invoices, I think I got these wrong. My client has only 1 vendor that they get paid from, 2 loans, and everything else are expenses.
I would estimate 60-100 are deposits that need to be fixed and they majority will be for the same 1 vendor so we can probably setup a rule to 'batch' fix the others.
Need to make sure the 2 loans (loan providers)/ repayments are setup correctly.
The vendor and despots are entered correctly even though there currently are no past invoices for them.
Double check expenses accounts and discuss how they should be setup.
If time allows look at reports for tax purposes.
16 freelanceria on tarjonnut keskimäärin 100 $ tähän työhön
Experienced Accountant Certified in QuickBooks Online Accountant. Accounting for over 20 year. I would be honored to try and fix this issue for you. If available let's set up a time to talk. Thanks