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How it works...
We won't waste your time. We build our training off your current skills
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We’ll start by getting to know you and your business to evaluate your current skills level and what you want out of your QuickBooks program.
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Our bookkeeping expert will put together a lesson plan that targets your QuickBooks needs and schedule a day and time for our Bookkeeping Specialist to come to you or meet virtually.
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During your 2-hour training session, ask questions as you want. Request notes and/or follow-up tutorial videos made to specifically address your bookkeeping needs.
No matter your QuickBooks experience level, we're confident our instruction will take you to the next level.
We can typically address most needs in 1 to 2 sessions. If more training is required, we usually spread it over multiple days. Once you’ve been trained on the QuickBooks foundation, we strongly believe that the best way to keep learning QuickBooks is to roll up your sleeves and use it in real business situations. If you mess things up, we’re here as a safety net for support and to fix things.
List of Quickbooks Services
Haas House Bookkeepers are familiar with all the basic, intermediate, and advanced features that Quickbooks offers. Here’s a list of the most popular Quickbooks services offered:
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Importing Transactions – We can connect your QuickBooks account to your credit card and bank account to automatically import transactions. We will also input transactions manually when needed.
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Collect and reconcile bank statements – We will reconcile your bank accounts every month.
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Organizing and tracking expenses – We will create accounts to track expenses depending on your business needs. This will help you measure how much you spend in each business area.
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Online Invoicing – We will setup online invoicing so you can get paid faster. We will also create custom invoice templates so every invoice looks professional.
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Manage and report on Accounts Receivables and Payables – We will remind you of the income you can anticipate receiving and also the bills that you will need to submit payment for each upcoming month.​​
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Review and adjust accounts based on monthly statements – We will review all your accounts to make sure every expense and transaction is recorded properly based on the monthly bank and credit card statements.
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Tracking Sales Tax – Whether you need to file monthly or quarterly, we can make it easy to track how much you owe and make those payments and submit the state reports.
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Past Due Account Follow-up – We will alert you monthly who is delinquent in paying past due bills and follow-up to get payment.
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Monthly Profit and Loss Statements – At the end of each month, we will email you an up-to-date P&L statement for that month, so you know exactly what your financial “house” looks like.