Primary Outcome
You'll finish these sessions with your accounting connected, your chart of accounts clean, and enough confidence in your numbers to actually use them.
What's included
- Three 45-minute sessions with a MarginEdge finance expert
- We'll create and import your chart of accounts
- We'll complete your account mappings in MarginEdge
- Expert advise on chart of accounts best practices with hands-on training
Who is this for?
- New MarginEdge customers looking to establish a strong financial foundation from the start
- Existing customers who have not fully connected to QBO
- Operators who are new to QBO
Session Details
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Chart of Accounts Setup
Create and map your chart of accounts, learn about accrual-based accounting, and how to handle inventory adjustments
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Transaction Overview
Get detailed guidance of the integration and see in real time how your most common transactions appear in your cloud based accounting software.
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Banking & Reconciliation
Connect bank feeds, reconcile [me] sales, edit deposits, and manage unmatched transactions.
“ It's difficult to capture the enormity of what MarginEdge Professional Services did for our business. We no longer feel like we're working on an island. We have a partner who understands and is able to help. That has freed up so much brain space to focus on what matters. ”
Melanie Fletcher | Owner | Brehm's Return