14d • Success Stories 🏆
Quarterly Bank Reconciliation and Categorization in QuickBooks
I completed the transaction categorization and bank reconciliation in QuickBooks Online for the first three quarters (Q1, Q2, and Q3) for my client who owns a small U.S.-based LLC that provides basketball tutoring and coaching services.
This included:
- Reviewing all bank and payment transactions for accuracy
- Categorizing income and expenses according to bookkeeping and tax standards
- Identifying and correcting duplicate, missing, or miscoded entries
- Reconciling the client’s bank statements with their accounting records
- Ensuring that quarterly financial activity is fully aligned and audit-ready
This work provided the client with clean, accurate financials to help them understand their cash flow, manage their expenses, and stay prepared for year-end tax filing.
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Quarterly Bank Reconciliation and Categorization in QuickBooks
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