Simplified Bookkeeping Services, LLC

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    • Home
    • Contact Us
    • Services
      • Bookkeeping Services
      • Services Explained
    • Software
      • QuickBooks Subscriptions
      • Payroll Software
    • Tips & Videos
      • Videos
    • About Us
  • Home
  • Contact Us
  • Services
    • Bookkeeping Services
    • Services Explained
  • Software
    • QuickBooks Subscriptions
    • Payroll Software
  • Tips & Videos
    • Videos
  • About Us

Videos

Get Paid Faster

 **We can help you Set up your Auto- payments and or help you with your invoicing on an ongoing basis**

Banking with 3% APY

 **Get a Business Bank Account that's free to open-with no monthly fees, overdraft fees or minimum balances ***Earn 3.00% APY on every dollar put away in savings envelopes-that’s interest at over 40x the U.S. Average ***Hit your savings goals sooner know your money's working even when you're not 

Add Users & Your Accountant to QuickBooks Online

Add your Accountant/Bookkeeper and other Users

****How to connect with me in Zoom *** You can create a Free Account

I use Zoom Meetings to connect with my clients.  This allows me to look at your books with you.

Categorize Bank & Credit Card Transactions

Now that you have your Bank Connected you will need to accept the Bank Downloaded Transactions into QuickBooks

Bookkeeping Videos

Create an Estimate & Covert it to an Invoice

  1.   Create an estimate 
  2. Customization options 
  3. Sending your estimate 
  4. Converting your estimate to an invoice 

Using Progress Invoicing

  1.  Make sure progress invoicing is turned on for your company 
  2. Creating the progress invoice once you have an estimate completed 
  3. Monitoring your invoice and see what percentage you've invoiced What's something exciting your business offers? 


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