Complete a Full Month of Bookkeeping in QuickBooks Online

Process one month of bookkeeping by uploading bank transactions, categorizing expenses and income, creating rules for efficiency, and reconciling accounts to close the period.

💸 Free⏱️ 50 min saved✅ 34 runs

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows QuickBooks Online sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Switch to Accountant View for efficient navigation

Step 2Connect or upload bank account transactions

Step 3Map CSV columns and import transactions

Step 4Categorize payroll and recurring vendor payments

Step 5Create bank rules for recurring transactions

Step 6Apply and review rule-based categorizations

Step 7Track 1099 vendors when categorizing payments

Step 8Categorize expenses with proper account codes

Step 9Handle personal expenses on business accounts

Step 10Process all credit card transactions

Step 11Review Profit & Loss for accuracy and reasonableness

Step 12Reconcile checking account to bank statement

Step 13Reconcile credit card accounts to statements

Step 14Review Balance Sheet for accuracy

Step 15Generate and export final monthly reports

Get started with Trinity

What happens when you click "Start with Trinity"