BOOK AN EMPOWER HOUR SESSION

We want to empower you with the tools and skills needed to run QuickBooks (QBO) efficiently. Let us help you solve it by walking through the solution together. Please select a service below and you will be directed to our calendar to schedule your session. Payments are taken by credit card after you’ve booked a day and time.


 

Help! Why Don’t My Bank Balance & QuickBooks Number Match?

Learn how to get your bank balance to match the number in QuickBooks Online (QBO). Our experts will meet with you to diagnose the issue and create a plan for how to fix it. (Be ready to share your screen with us.)

 

 

How Can I Quickly Enter Transactions?

Does categorizing transactions feel like a slog? We’ll show you how to add Rules and automatically enter transactions so that your books can organize themselves while you sleep (or hustle). We know you’ve got better things to do with your creativity and we’re here for it.

 

 

What is Reconciling? Can You Show Me?

You can’t trust your reports are accurate until you reconcile — which is a fancy word for comparing your books to your statements. We will show you exactly what to do so you can trust your numbers. Book a session to clear your head so you can focus on your biz!

 

 

Are My Books Even RIGHT?
Schedule a Review!

You think your books are correct but something doesn’t look right. Book a Cleanbooks QBO ProAdvisor to review your QBO account (be ready to share your screen). We’ll spot check key areas and let you know if things look correct or wildly off, and we’ll recommend next steps to fix!