Understanding QuickBooks Rules and GL Maintenance

Join us to learn best practices as they relate to utilizing the tools within Quickbooks Online to make the accounting process more efficient. We will be covering how to create QuickBooks "Rules" that can be used to recognize common transactions and assign the appropriate account and class detail. We will discuss best practices as they relate to accepting transactions and steps to be aware of before matching transactions. We will also review best practices around reviewing the general ledger and what steps you can take to streamline your year end accounting process.

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