Stephanie Peterson

SEPTEMBER 13, 2021

Is your bookkeeping disorganized? Typically this occurs due to having insufficient time, an amateur bookkeeper, or failed efforts. By maintaining your books regularly, reviewing reports, and reconciling your accounts at the end of each month, you can avoid bookkeeping disasters.

Bookkeeping 52

Bookkeeping Reconciling Virtual Bookkeeping QuickBooks 52

5 Minute Bookkeeping

OCTOBER 28, 2021

Some of the challenges to address include: How do you work with clients virtually, without them wanting you to be at their office? How do you communicate, share documents, and collaborate on the books? The solution for working with clients virtually. You’ll need to reconcile the bank and credit card statements.

Bookkeeping 52

Bookkeeping Virtual Bookkeeping QuickBooks Accounts Payable 52

5 Minute Bookkeeping

JULY 29, 2021

I recommend starting out with all invoices, customer payments, and deposits. Tip #2: Reconcile business bank and credit card accounts. Symptom #1: Whenever they go into bank deposits , they see that they have a lot of old unclear transactions in undeposited funds. Step #3: A deposit is recorded to the correct bank account.

Deposits 52

Deposits QuickBooks Reconciling Invoicing 52

Cloud Accounting Podcast

AUGUST 25, 2020

Again, what this feature does is something that has been happening in QuickBooks for 20 years, which is that you can import your bank data and then create transactions while you reconcile. I got a deposit from the IRS in my bank account for $32.12, and I thought, oh, no, is this my stimulus payment? You book it.

Accounting 40

Accounting Accounting QuickBooks Tax 40