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What is a Virtual Bookkeeper?
Social Impact
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Catch Up and Cleanup Bookkeeping
Monthly Bookkeeping
Education for QuickBooks
Live Support Sessions
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Client Portal
File Upload
Contact
Schedule a Discovery Session
Support Information
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Support
Service Setup
Accessing your financial dashboard
Granting access to AccountingSuite
Granting access to QuickBooks Online
Granting access to Xero
Granting Access to your Hubdoc account
Granting view-only access to your bank
How to provide your financial documents
Payment Information
Recurring Payment Authorization
Sharing login credentials with LastPass
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Security
Document Security
How we keep your data safe
Sharing login credentials with LastPass
Year End Information
1099-MISC/ 1099-NEC Preparation
Collecting W-9 forms from your vendors
Update for current clients- 1099 forms for 2020
W-2 Forms
Frequently Asked Questions
Business Hours
How to provide your financial documents
Payment Information
QuickBooks asks for a password when trying to edit an old invoice
Timeline- When will my books be ready?
Updating your payment method on file
Client Handbook
Current Client- Schedule an Appointment
Customer Service Contact
Useful Information
QuickBooks Online
Creating Bills in QuickBooks Online
How to enter expenses paid with personal funds
How to record a bounced customer check in QuickBooks Online
QuickBooks Online Tutorials
What reports can I get from QuickBooks Online?
Xero
Xero Tutorials and Classes
Hubdoc
Granting Access to your Hubdoc account
Hubdoc Tutorials
Profit First
Calculating your Profit First Allocations
Other Apps
Patriot Payroll
Plooto Tutorials
Saving Amazon Invoices
TSheets Tutorials
Banking
Granting view-only access to your bank
How to access Paypal statements
How to Export Paypal Transactions in CSV format
