My biggest lessons learned after doing hundreds of QBO cleanups
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- Опубликовано: 24 июл 2024
- In this video, I'll share the biggest lessons I've learned after doing hundreds of QuickBooks Online cleanups.
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Chapters:
0:00 Introduction
0:29 Lesson 1 - Diagnose the books before starting the cleanup
2:19 Lesson 2 - Stop trying to be a sales person
3:55 Lesson 3 - Get organized and follow a system
5:20 Free Smart Review Checklist
5:29 Join my Facebook community and learn about my online academy for virtual bookkeepers
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Recommended playlists:
Successful Virtual Bookkeeping Business: bit.ly/37rCAur
QuickBooks Online cleanup & diagnosis: bit.ly/2ZFOQVL
E-commerce accounting for Shopify sellers: bit.ly/36SDaRV
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Хобби
This "would you like to move forward" is a game changer. Thank you always Veronica
You're welcome JP!
Yes, the providing the client with the fee structure then simply asking if they would like to move forward. It's so simple, so intelligent that I bought the colossal checklist. Can't wait to use it.
So glad you purchased it. Thank you, Jayne.
Thank you so much , I really needed this
You are so welcome
Thank you very much, I learned so much big super helpful.
Glad it was helpful!
Thank you! This was ABSOLUTELY 💯 helpful. Now I know for the next time.
Glad it was helpful!
It really really was
Wow this is super helpful!!
Glad it was helpful!
Thank you Veronica !
You're welcome, Stephanie!
Very good information!
Glad it was helpful!
Hi Veronica. Thank you for your video! This is very helpful! I have a question. Do you have any recommendations on how to learn the quickbooks online clean up in details? I’m a CPA and want to start doing this as a side hustle. I need a complete tutorial that covers all aspects of clean up. Would really appreciate any advice.
Hi Andrea. I teach a comprehensive cleanup course. The course is online, so you can do it any time.
QBO Cleanup and paid diagnostic bundle bit.ly/5mb_cleanupbundle
QBO Cleanup only bit.ly/5mb_cleanup
Get a 10% discount with code tenoff
Hi Veronica. This is very helpful..I'm unable to find the link for the Free Smart Review checklist. I must be overlooking it somehow. Can you please let me know where I may find it. Thanks Again.
Here you go bit.ly/5mb-smartreview
Thanks for this helpful info! On your checklist, I'm curious what you mean by "Are there any Sales Income amounts recorded as Deposits"?
That's a great question. Typically, a business that invoices customers would see Invoices in the Sales Income account and not Deposits. Entering deposits directly to income is a sign that income is being duplicated (for businesses that invoice customers).
@@5MinuteBookkeeping Ah, that makes sense. Thanks for clarifying!
@@5MinuteBookkeeping , you have " Are there any Sales income amounts recorded as Deposit ? " twice. Line 5th and 6th on the check list.
Plz make some videos on caseware . Thanks and regards
Manoj yadav
Hi. Thanks for commenting. I do not work with Caseware.
I have emailed several accountants using QB proadviser search, and I've yet to receive even one response. Are you available for a quick consultation to see if I would be a possible good candidate for your business?
Hi Phillip. I only work with Shopify sellers. If you're a Shopify seller, please visit my website at vmwasek.com.
You can also join my Facebook group ask look for a bookkeeper in my group by posting a comment facebook.com/groups/5minutebookkeeping
Can i be your QBO bookkeeper remotely
I may be hiring in the near future. Join my Facebook group here facebook.com/groups/5minutebookkeeping . I'll post a job in my Facebook group sometime in the next few weeks.
Something is not quite right with your Check list, lines 5th and 6th. " Lesson 1 - Diagnose the books before starting the cleanup"
I'll take a look. Thanks for the feedback.