Bookkeeping Support Using QuickBooks Online (QBO)

This portfolio sample highlights my bookkeeping support experience using QuickBooks Online. Tasks include categorizing bank transactions, performing bank reconciliation, creating and sending invoices, recording vendor bills, managing chart of accounts, and generating financial reports such as Profit and Loss statements.

These tasks demonstrate my ability to maintain organized financial records, follow bookkeeping workflows, and support accurate financial reporting using cloud-based accounting software.

This project demonstrates my understanding of basic bookkeeping processes using QuickBooks Online and Xero.

I followed structured workflows to record and categorize transactions, organize financial data, and review account balances to ensure accuracy.

Tasks Performed:

• Recorded and categorized transactions
• Organized income and expense entries
• Reviewed account balances
• Assisted in basic reconciliation
• Generated basic financial reports (P&L)

Result:

• Maintained clean and organized financial records
• Improved clarity of financial data for reporting
• Ensured accuracy and consistency across entries

Categorized Bank Transaction

Bank Reconciliation

Create and Send Invoices

Record of Vendor Bills

Generate Financial Report

Chart of Accounts