The works displayed below are sample company bookkeeping records that I created to practice and gain hands-on experience using QuickBooks Online. These were prepared as part of my bookkeeping training course and to further develop my skills.

Categorizing Bank Transactions

Categorizing bank transactions is important to maintain financial records accurate, organized, and time efficient. Proper categorization ensures that income and expenses appear in the correct accounts.

Bank Reconciliation

Bank reconciliation is important to ensures that a company’s financial records match the bank’s records. It ensures accuracy of records to helps catch bank errors, unauthorized charges, or potential fraud early.

Creating and Sending Invoice to customers 

Generating Financial Reports : Profit & Loss , Balance Sheet, Expenses by Vendor Summary

Generating financial reports is essential because they provide a clear picture of a business’s current financial health, performance, and stability.

Creating Charts of Accounts 

The Chart of Accounts (COA) is a structured list of all the accounts a business uses to record its financial transactions ensuring accurate records and reliable financial reports. It is mainly categorized into five: Assets, Liabilities, Equity, Revenue and Expenses.