I welcome the opportunity to share my knowledge of QuickBooks with you so you can manage your monthly bookkeeping. You don’t need an accounting degree to be able to do your own bookkeeping in QuickBooks but you do need to learn the nuances of the software to make you feel more comfortable as there are lots of details to pick up that are no so intuitive to new users. And I can help you with that.
I also use QUCIKEN Simplifi to manage my personal finances so I can help you with QUICKEN (not...
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Help for learning how to use Simplifi for personal bookkeeping purposes
Jim gave me a good overview about how to handle transactions, work with categories and initial reporting for Simplifi. We had a problem where I couldn't read the actual dollar amounts for transactions. After some research he discovered that I had somehow put my work into "Privacy On". I turned off the privacy toggle, problem solved. He was easy to talk with and clearly likes the role of helping someone like me to properly use Simplifi.
Irene, 1 lesson with Jim
Patient and knowledgeable
Jim helped me prepare Profit and Loss and Balance Sheets for tax filing. We are working in Quick Books and I am learning more skills in QB that I had not used before.
Louise, 2 lessons with Jim