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How-to-do-Review-Every-Month-for-Each-of-Your-Clients-through-Quickbook-Support

adminComments Off on How-to-do-Review-Every-Month-for-Each-of-Your-Clients-through-Quickbook-Support

Today-we-will-discuss-what-to-review-every-month-for-each-of-your-clients-in-QuickBooks-Online-Accountant-with-the-help-of-QuickBooks-Customer-Support.

Each-and-every-client-is-important-for-a-businessman.-With-so-much-going-on-for-every-client,-it-can-be-hard-to-stay-on-top-of-everything.-You-should-use-the-month-end-review-tool-to-finish-specific-tasks-in-each clients’-QuickBooks-Online-accounts-every-month.

If-you-are-getting-difficulty-to-keep-all-records-of-your-clients.-We-will-suggest-you-to-use-month-end-review-tool.-This-tool-focuses-on-common-yet-tricky-bookkeeping-areas:-incomplete-transactions,-reconciliations,-and-account-balances. It-lists key-tasks-so-you-can-quickly-tie-up-any-loose-ends-and-prioritize-work.-You-can-even-create-your-own-custom-tasks-to-review.

Step-1:-You-may-start-a-month-end-review

You-can-do-month-end-reviews-for-each-of-your-clients,-one-at-a-time.

  • Click-&-open-a-client’s-QuickBooks-Online-account.
  • Click-&-select Month-end-review.-You-can-also-select-Accountant-Tools and-then Month-end-review.
  • Click-&-select Edit-✏️ next-to-the-date-to-review-a-different-month.-By-default,-month-end-reviews-are-for-the-previous-month.

    • You-will-get-to-know-that-tasks-are-divided-into-three-sections.-Follow-the-tabs-in-order.-Start-with-the-Transaction-review tab.-Then-move-on-to-the-Account-reconciliation-and-Final-review-tabs.

    Step-2:-You-can-fix-incomplete-transactions

    In-order-to-fix-incomplete-transactions,-the-Transaction-review-tab-shows-transactions-with-missing-or-incorrect-info.-QuickBooks-flags-uncategorized-transactions,-transactions-without-payees,-and-unapplied-payments.

    In-case,-if-data-is-missing,-you’ll-see-a-blank-line-in-the-column.-Select-a-transaction-to-open-it-and-make-corrections.

    Tip: In-case,-if-you-want-to-go-the-extra-mile?-Go-to-the Additional-items section.-These-are-common-tasks-many-top-accounting-firms-do-every-month.-Use-them-as-part-of-your-review.-To-create-your-own-monthly-tasks,-select +-Add.

    Step-3:-You-may-finish-reconciling-accounts

    We-will-suggest-you-to-move-on-to-the-Account-reconciliation tab.-This-lists-accounts-you-need-to-reconcile.

    You-may-need-to-select-an-account-to-start-reconciling-it.-Use-the-info-in-each-column-as-a-guide-so-you-know-you-how-much-work-needs-to-be-done. Outstanding-transactions-appear-in-the-Unaccepted-and-Unreconciled-columns.

    Tip:-Question-Arise:-Are-there-other-accounts-that-cause-reconciliation-issues?-Go-to-the Additional-items section-and-select +-Add.-Make-a-note-so-you-check-these-accounts-each-month.

    Step-4:-You-can-check-account-balance-issues

    It-will-be-required-to-finish-your-review-in-the Final-review tab.-This-lists-the-financial-reports-you-should-check-every-month.-Select Review to-open-a-report.-QuickBooks-automatically-filters-reports-for-the-month-you-select.

    Tip: However,-these-are-reporting-most-accountants-check-every-month.-If-you-want-to-add-others,-select + Add.

    Step-5:-You-can-review-month-end-review-progress

    If-you-want-to-review-month-end-progress,-you-can-easily-check-the-status-of-current-month-end-reviews-for-each-of-your-clients:

  • Choose-QuickBooks-Online-Accountant.-In-QuickBooks-Online-Accountant,-go-to-the Clients menu.
  • Click-&-select-the Bookkeeping tab.
  • You-can-review-the-status-of-the Month-end-review column.
  • Click-&-select-the-icon-in-the Month-end-review column to-see-which-tasks-are-finished-or-open.

    In-case,-if-you-still-getting-any-issue,-we-will-request-you-to-get-in-touch-with-QuickBooks-Customer-Support-Team-for-your-help.

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