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Quickbooks Online E-Commerce Case Study: The Best Strategy for 2022 Tax Season

QUICKBOOKS ONLINE E-COMMERCE CASE STUDY: THE BEST STRATEGY FOR 2022 TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Tax season is about to start, and it’s time to make sure you are fully prepared. Discover the best strategies to handle tax season easily and without any stress! In this webinar, you will learn how to prepare the books of your clients in the e-commerce industry. Using a smartly integrated tool for QuickBooks Online, you’ll learn how to automatically categorize income and expenses, make the reconciliation faster, get full data for all financial reports, plus more.
 
Learning Objectives:


  • Perform a tax filing procedure (essential reports for e-commerce businesses and more—all within tax season deadlines)

  • List top strategies for sales data entry to become more efficient during the 2022 tax season 

  • Identify the best option for you to automate sales data recording and preparation of the financial report

  • Categorize income and expenses based on product or location

  • Determine what to do when your clients use many e-commerce platforms (Shopify, Etsy, Amazon, BigCommerce) and payment providers (Stripe, PayPal, Square) at the same time

  • Recognize how to easily reconcile books with QuickBooks Online and run a quick final check

  • Give examples of product mapping for e-commerce businesses

  • Practice how to smartly account for Amazon and eBay tax withheld in QuickBooks Online

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sasha Pavelchuk

Synder
Customer Success Specialist
sasha.pavelchuk@synder.com
(415) 539-2507

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Sasha is an expert in customer issue resolution for accounting automation platforms such QuickBooks Online and QuickBooks Desktop. Helping dozens of clients daily to configure accounting systems and apps according to their business needs, she understands the specifics of various platforms and knows how to find the best automation solution for any accounting flow.
 

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Polina Sidoruk

Synder
Head Of Customer Success
polly@synder.com

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Polly is Head of Customer Success and an experienced bookkeeping automation consultant. Working with dozens of businesses on a daily basis and helping them automate their bookkeeping once and for all, she knows the ins and outs of QuickBooks and enjoys sharing tips for successful automation. 

About Our Presenter

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Synder believes that technology can help businesses manage their finances better, smarter, and faster than ever before. Synder also believes that we can help you shine by giving you the tools needed to help you and your clients avoid spending precious time on manual tasks, reconciliation and inventory management challenges, freeing up time that could be better invested in growing relationships with clients. So many small business owners don’t have a good understanding of their numbers. Synder helps you know the numbers that tell the story of their businesses. Whether that business is e-commerce, retail or SaaS. Knowing this story will allow you to advise your clients more efficiently, which means they can make more money and save time.