Fort Worth, Texas, United States

(949) 422-6012

Patrice Diana Bookkeeping

Your business. our passion.

Learn how to navigate QuickBooks

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QuickBooks Online Setup

Set up your books specifically for your business.  

  • Banking
  • Loan / liability accounts
  • Assets
  • Income
  • Expenses

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QuickBooks Daily

 Connect your bank and credit card accounts to QuickBooks Online

  • Bank Feeds
  • Matching transactions
  • Correct categorization
  • Bank Rules

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Close the Month

 Close out your month by reconciling all bank, credit card and liability accounts

  • Verify all closing balances match bank statement
  • Find uncleared bill payments
  • Locate duplicate payments
  • Enter accrued interest for loans
  • Reconcile accounts

Improve your QuickBooks skills

Pricing starts at $130 for two hours 

Training

Take a deeper dive into QuickBooks

Client Invoicing

 Learn how to customize and correctly prepare your invoices and receive payment.

  • Set up Custom templates
  • Sales Receipt vs Invoice
  • Items vs Services
  • Using Inventory
  • Receiving payment 

Vendor Bills

 Should you receive a bill or enter it as an expense?

  • How to enter a bill
  • How to enter an expense
  • Using Inventory
  • Job Costing

Recurring Transactions

 When should you set up recurring transactions?

  • Monthly recurring invoices
  • Monthly recurring bills
  • Split payments
  • Journal entries