![]() This module looks at preparing your client’s books for year or period end. ![]() Creating reports to answer common business questions.You will also learn how to create reports that will answer your client’s common business questions. This module seeks to refresh your skills on basic reporting and introduce you to the value of reports for your clients. Skills Refresher: Best-practice bank feed workflows.You will also learn how to utilize the reconciliation tools and how to use recurring transactions. Learn how to register for receipt forwarding, add and match receipts, exclude a bank transaction and create a simple bank rule. This module looks at using Bank Feeds, matching transactions and reconciling the bank. ![]()
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