However in house bookkeeping can be easily learned and managed especially for

However in house bookkeeping can be easily learned

This preview shows page 18 - 21 out of 127 pages.

However, in-house bookkeeping can be easily learned and managed, especially for Classic 17
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Gentleman. Given this, the team will lay a foundation for the client to learn how to properly bookkeep and manage accounting. Step-By-Step Guide for Bookkeeping and Accounting The consulting team has given recommendations for accounting software. The team concluded that the client would be best suitable using QuickBooks with the Plus plan. Given this, the team will research and gather information regarding the use of this software. A step-by-step guide will be created for Classic Gentleman to use. QuickBooks will be the main platform that the team recommends the client to use as bookkeeping and accounting. The team will divide the guides into different sections. These sections will be accounting, invoices, sales, taxes, expenses, and insights. At the end of this section, the client should have various guides on how to use QuickBooks. (QuickBooks Tutorials, n.d.) Accounting In this section, the team has created a guide on QuickBooks Apps, reconciling accounts, adding users, exporting company files, online banking overview, mobile overview, managing expenses, and navigating QuickBooks. A detailed list of links is listed below. Videos and descriptions of each are contained in the link. What Are QuickBooks Apps? - quickbooks-apps/ Reconciling Accounts - accounts/ 18
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Adding Users Exporting Company Files - file/ Online Banking Overview - account/ Managing Expenses - expenses-in-quickbooks/ Navigating QuickBooks Mobile Overview Invoices In this section, the consulting team has created guides for receiving payments, time tracking invoices, setting up and using QuickBooks, creating estimates, and creating an invoice. Receiving Payments - customer-payments/ Time Tracking Invoices - invoices/ Setting Up Payments - and-use-quickbooks-payments/ Creating Estimates Creating an Invoice Sales The sales section contains guides for creating sales receipts, creating refund receipts, adding customers, and adding product information.
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  • Spring '17
  • Trisha Miller
  • Accounting software, Comparison of accounting software, Classic Gentleman

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