Please make note of this location for the next steps. Personal Identification Number (PIN) or passwordNOTE: For QuickBooks Web Connect accounts, use the same customer ID and PIN/password as your financial institution website. For Direct Connect, they may be different. Please contact your financial institution to verify your Direct Connect login information. Backup Your QuickBooks Data File.For backup instructions, choose the Help menu and use the Search bar available at the top. Search for Back Up and follow the instructions on screen.
We use several bank accounts to deposit our cash pickups and then either 1)push to our main bank account to pay vendors (this is already set up in Quickbooks) or put back into our crypto exchange account for quick inventory re-supply. Money tracking - our business is fairly new so until we have 1,000 customers we have not set up an official company bank account. We have invoices / records for all this, but are unsure where we should be inputting this as well.ĥ. Review our current Expenses set up to make sure it is correct.Ĥ. Some loans were automatically repaid, some are still needing to be repaid.ģ. Some founders have loaned BTC inventory for the business and we need to import that information to track in Quickbooks. Crypto 'LOANS' (transactions sent to our company BTC wallet) in the accounting software. We need to determine where & how to import this monthly data correctly.Ģ.
Machine back-end info (our machine's software tracks monthly Gross revenue, Cost of goods, Fees, and Net Revenue all in USD and this data is a result of customers purchasing our inventory across our machines - BTC). Below are the key assignments we need for the person in this role to tackle ġ. The most-ideal candidate understands US crypto tax and the Quickbooks platform.
We have general expenses / bank accounts set up on our Quickbooks but still need help setting up some core parts of our business into the accounting software properly and in a way that makes sense.
0 kommentar(er)
