I have an Excel sheet that needs to be customized for portfolio tracking specifically for investing/trading in options and asset summary.
I need an accountant bookkeeper who have great expertise working with Quickbooks and can reconcile my bank on monthly basis . And can send me reports when reconciliation done.
I need some changes in the previous file. I have already the company portable file and an excel sheet with few orders that i need to post in the QB file. These are Amazon orders.