Bookkeeper Workflow in QuickBooks Online (my 6 simple steps)

How do transactions get into QuickBooks Online? My 6-step easy workflow as a bookkeeper. I don't take paperwork or receipts from bookkeeping clients. I use bank feeds in QBO and connect it to my client's bank account. Then, all of the income and expenses feed from their online bank. I then move on to categorize the transactions, and send a list of questions to my client. Once those are cleared up, I reconcile and send reports.

RESOURCES MENTIONED IN VIDEO:

• YT Video - BANK FEEDS in QuickBooks Online

• YT Video - How does info GET into QuickBooks? (Start Bookkeeping!)

• YT Video - Tips for BANK FEEDS in QuickBooks Online

• YT Video - Receipt Capture in QBO: scan & classify receipts with smartphone (for bookkeepers)

• YT Video - Pay Bills in QBO (accounts payable workflow for bookkeepers)

• YT Video - How I use "Ask My Accountant" to be more productive in QuickBooks Online (for bookkeepers)

• YT Video - How to create an INVOICE and receive payments in QuickBooks Online