Clean up account in CWK

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Aug 6th, 2022
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How to clean up account in CWK

4.8 out of 5
21 votes

okay yeah absolutely so just so I get so you are transitioning out of the military and you are trying to start a bookkeeping business and you found a a concrete company does that sound right do I have that right and they want you to do a cleanup for bookkeeping what all of 2022 2020 2021 and 2022 for the cleanup have they used QuickBooks Online okay so theyamp;#39;ve not used QuickBooks Online in the past but you just signed them up and it sounds like theyamp;#39;re kind of like bouncing back and forth between checking accounts like they might have used one account in 2020 but maybe switch to a different account in 2021 or 2022 do they have any credit cards yeah if they do have credit cards they can connect it to QuickBooks just like you connect the checking account so whenever you connected their checking account hap to the bank feed how much data pulled into the bank feed because every bank is different some banks only do 90 days some banks do six months some banks do two years May

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