Insights
Insights
Quickbooks set up
- by Martin H.
- Posted: 23 Jul 2021
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No result found
- by Zishan Z.
- Posted: 17 Nov 2020
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Zishan Z.
Leeds, GBJanice started off with some excellent advice but as things progressed she was egar to take on more than what than what the task at hand was - To find a way to add multicurrency paypal payments into QBO without doing much manual work. We fell out when Janice started quoting more than what any qualified accountant would quote (Thousands to do each month of reconciliation). Janice did help and she knows her QBO inside out and I hope she will continue to give good advice even if its not paid.
Janice E.
To be able to reconcile 12 month's accounts which involves multiple streams of income, in multiple currencies, and multiple accounts takes time. Each account, approximately 12 "bank" accounts which include Paypal in multiple currencies. and credit cards, had thousands of entries. Downloading them from the bank feed is just the start. During our video call, we agreed that I would sort out the PayPal accounts for the first month and reconcile them, which I did. The bank feed on PayPal does not import all the transactions, and it imports all currency transactions as though they were sterling transactions. The fees and transfers between accounts are not imported by the bank feed either. It is impossible to reconcile the account without considerable manual input. I consulted with Zishan regularly. Basically the time that the task would take to complete was totally underestimated by the client, and he obviously did not want to pay for the time it would take to complete. I wish him well and hope that he manages to find someone with the level of experience required to fully reconcile the accounts.
Produce excel spreadsheet
- by CAROLE B.
- Posted: 15 Sep 2020
- by Allen C.
- Posted: 8 Sep 2020
Quick Books Training
- by Paul O.
- Posted: 5 Jul 2020
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No result found
- by Sohail A.
- Posted: 5 May 2020
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Sohail A.
Dagenham, GBJanice did part 2 of our project on Xero training and she did an amazing job. Janice knows Xero and Quickbooks. Given her level of experience, I pretty had no intervention and she just kept in touch a few times during the project and eventually delivered a fantastic result. Janice is a dream freelancer. Thanks Janice :-)
Janice E.
Thank you Sohail. I'm so pleased you liked the tutorials. Thanks for the review.
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Sohail A.
Dagenham, GBJanice did an amazing job of our QuickBooks project. We are ar enow working on the next project. Absolutely delighted and highly recommend working with Janice. She knows her stuff and is a lovely person to engage with!
Janice E.
Thank you - it's very satisfying to know that you are delighted with the QB project. Now for the second half!
Book keeping for 2 companies accounts
- by Gavin M.
- Posted: 30 Mar 2020
- by Simon D.
- Posted: 17 Jul 2017
Teach me how to use xero
- by Pandora M.
- Posted: 8 Jul 2017
- by Charles P.
- Posted: 23 Mar 2017