PHASE 1: QUICKBOOKS SETUP

IMPORT CHART OF ACCOUNTS 

IMPORT OF PRODUCTS/SERVICES

IMPORT OF CUSTOMERS

IMPORT OF VENDORS

IMPORT TRIAL BALANCE

CONNECT 3RD PARTY APP (EX:SAASANT)

HOW TO IMPORT 

Option 1: Quickbooks Batch Transactions

   Option 2: Import from Excel using Spreadsheet Sync and connect to Quickbooks

   Option 3: Connect to 3rd party app (EX:SAASANT)

PHASE 2: RECORDING TRANSACTIONS

RECORDING OF INVOICES

How to record

- Using create or + New:

- Using batch transactions:

- Using spreadsheet sync:

- Using Saasant:

Example: Using Batch Transactions

PHASE 3: BANK RECONCILIATION