We reviewed the following items during your QBO and Gusto Setup Training.
Within 7 days of your training, make sure you have categorized all transactions on the banking screen and that your profit and loss report is up to date. Slack us when this is complete and if you have any questions.
- Initial Setup
- Import and Categorize Transactions
- Run Profit & Loss Reports
- Reconcile - by Intuit
- Reconcile - by Collective
- Invoicing and Receiving Customer Payments
- Helpful Links
S Corp Business Expenses
- Common Business Expenses
- Employee Reimbursements for Home Office and Auto
- Health Insurance Premiums
- Retirement Planning