How to Add Insurance Companies as Customers in QuickBooks Online.

Hello!

I'm Laurie Ellison from Hudson Valley Bookkeeping, Inc. We specialize in Therapy Bookkeeping and QuickBooks consulting.

I explain how to create insurance customers in QuickBooks Online.

❕Book a FREE 15 minute Consultation with Laurie❕
Click the link to Schedule🔽
https://hudson-valley-bookkeeping-inc...

Visit our website:
https://hvbookkeeping.com/mental-heal...
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FREE Downloadable Resources for You!
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✔Therapy Chart of Accounts:
https://mailchi.mp/85ede312648f/thera...

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Do you need more guidance setting up your QuickBooks?
We do QuickBooks COACHING on Zoom!
If you are interested in scheduling a TAILORED coaching or services:
Email me at📩 : [email protected]
Call me at📱 : (914)294-2316
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❕Check out our QuickBooks Online series for Mental Health Practices:❕
Part 1: 2024 QBO Online Setup for Mental Health Practices-
   • Part 1   2024 QuickBooks Online Setup for ...  
Part 2: Therapy Chart of Accounts in QBO
   • Part 2  QuickBooks Online Setup   Private ...  
Part 3: Setting up QBO for Mental Health practices
   • Part 3 QuickBooks Online for Therapy Pract...  
Part 4: Understanding the Chart of Accounts QBO File
   • Part 4 QuickBooks Online   Understanding C...  

Use the link below to send me VIDEO REQUESTS: 🔽
https://us6.list-manage.com/survey?u=...

Happy Bookkeeping!


Coaching With Laurie ⬇
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How the Coaching Sessions Work:
Sessions have a minimum of one hour and a maximum of two hours. ⏰
Sessions are conducted via Zoom. 💻
The session will be recorded and sent to you for future reference. 📸
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Scheduling:
I always like to speak with a coaching client before we schedule a session, so that I fully understand his/her needs and concerns to make the most out of their QuickBooks Coaching Session. If you are interested, please:
Email me at📩 : [email protected]
Call me at📱 : (914)294-2316
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Topics Covered But Not Limited To:
Guided Setup for your QuickBooks File
Chart of accounts specific to a therapy practice.
Learning the dos and don’ts of QuickBooks.
Picking the correct version of QuickBooks for your needs.
Guided QuickBooks Clean Up: 🧹
Fix the Balance sheet.
Clean up duplicate accounts.
Learn how to post in your own QuickBooks.
Learn how to reconcile your bank accounts and credit cards.
Tracking: 💲
Creating a chart of accounts appropriate for therapy practices.
Create income codes specific to insurance & self pay codes.
Learn how to post credit card and bank transactions.-
-Learn how to reconcile your bank and credit card statements.

Have a great day!
Laurie Ellison