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1-Hour Bookkeeper
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2d •
Aretha just got a new client and you too!
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3d •
David just got a new client and you can too!
For more information on the Bookkeeper in a Box Program visit 1hourbookkeeper.com. Learn how you can be a part of an upcoming cohort and have us hand deliver 10.
6d •
End Notes in ME Report
Good afternoon, my fellow Bookkeepers. Is there a template for End Notes in QBO Month End (ME) Reports that I can use?
2 likes • 5d
Hello Courtney, We change End Notes to Accountant's Notes. We include Account's Notes when there are Uncategorized Items. You can keep it pretty simple, for example: "Thank you for allowing us to be of service. Please note there are several transactions we need additional information on. Those transactions can be found on the Uncategorized Expense Report. Please review the Uncategorized Expense Report and let us know the vendor name and/or purpose of the transaction so we can categorize correctly. Thank you for your assistance."
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