Training Videos and Checklists:

• How to set up QuickBooks to generate reports specific to a pool service business.

• Custom Chart of Accounts for the Pool Service Business

• How to book income in QuickBooks (invoice or sales receipt)

• Understanding Pool Brain's automatic 2-way sync with QuickBooks Online

• How to book expenses in QuickBooks (expense, bill, or check)

• How to review/update the year’s transactions for an accurate financial record.

• How to reconcile accounts monthly and as needed for year-end reports.

• How to export Quickbooks reports that are tax-prep ready.

• How to establish a routine for easy QuickBooks updates to generate financial reports a pool cleaning business owner can trust all year long.