Bookkeeper Portfolio Website

Monthly Bookkeeping Workflow Using QuickBooks Online

This portfolio demonstrates my hands-on bookkeeping experience using QuickBooks Online sample company data from Craig’s Design and Landscaping Services. I use a real monthly bookkeeping workflow to review business activity, organize transactions, track invoices and bills, reconcile accounts, and prepare financial reports.

The goal is to show how I complete bookkeeping tasks in a clear, organized, and professional way using sample company data only.

Project Snapshot

Company: Craig’s Design and Landscaping Services

Software: QuickBooks Online

Goal: Complete a monthly bookkeeping workflow.

Key items reviewed:

$3,756.02Not Paid Invoices
$3,223.82Paid Customer Payments
$2,094.90Deposited Payments
25Bank Transactions to Review
$337Net Profit
$2,186Expenses
-$3,422Cash Balance