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

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

5 Minute Bookkeeping

OCTOBER 28, 2021

When it comes to paperless document management, there are several areas you need to address for virtual bookkeeping. You’ll generally be recording expenses, deposits, and transfers from the bank feeds. You’ll need to reconcile the bank and credit card statements. 2: Paperless document management.

Bookkeeping 52

Bookkeeping Virtual Bookkeeping QuickBooks Accounts Payable 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? That's all related, right?

Accounting 40

Accounting Accounting QuickBooks XERO 40