Bookkeeping/Invoicing

Quickbooks Online (QBO)

Katrina Muyrong

New Designs For Life

creating and sending out invoices

N/A

Marjolaine Caramihan

Payworks

People to go

No

Krischell Anne Maisog

Quickbooks

Human Ecology Consulting Global Inc.

Process on how to book invoice and bank reconciliation

Krischell Anne Maisog

Dext

Human Ecology Consulting Global Inc.

Process on how to use the tool and connecting to accounting software

Krischell Anne Maisog

Xero

Human Ecology Consulting Global Inc.

process of booking invoices and bank recon

Gieznina Bartlett

Stripe

Life More Abundant (New Account)

Features of Stripe that can be utilize for payment processing

No.

Ryan Sanchez

Taxcycle

Bookkeeping

Billing & Invoicing, Data Mining, T1/T2 Optimizations

Ryan Sanchez

FinancialCents

Bookkeeping

Joseph

Financialcents

Evangeline Task

How to put “Client intake form” in Financialcents.

none

Joseph

TaxCycle

Evangeline

How to navigate and newbie guides

none

Gieznina Bartlett

Housecall Pro

Tag Electric

It’s features and how to navigate

None.

Gieznina Bartlett

Dext

Bright Line CPA

Dext features and how to navigate

No.

Donna Belle Tawing

Financialcents and TaxCycle

Evangeline Taxation

After completing training on FinancialCents and TaxCycle, I can contribute to your Training Library by providing guides on basic functions like client intake in FinancialCents, which involves setting up client profiles and organizing necessary information. For TaxCycle, I would highlight key features such as tax return preparation, data entry, tax calculations, and the use of the audit trail to track changes in returns. These contributions would help users understand and utilize the essential functions of both platforms.

During the training on FinancialCents and TaxCycle, I did face a couple of challenges, particularly when getting familiar with the user interfaces. In FinancialCents, I initially struggled with finding where to input client information during the intake process. Similarly, in TaxCycle, it took me a little time to get used to the layout for preparing tax returns.

To work through these, I spent some extra time going over the tutorials and instructions provided, which helped a lot. I also practiced using sample data, which gave me a better feel for how things worked. After a bit of hands-on practice, I felt much more comfortable with the basic functions and could navigate both platforms with ease.

Madelyn Sarona

Stripe

Clarity Compass Career Coaching

Basic and simplified information about Stripe- fundamentals and standard operating procedures that are easy to understand for a newbie in Stripe

None so far