Do you have old accounts or $0.00 rows on your reports that you wish you could hide? Making an account inactive is a good place to start. However, it will only keep that account from showing up as an option when posting transactions. Inactive accounts may still show on reports, even if they have no […]
We get this question a lot. There are lots of versions of Quickbooks and many small forms of governments (townships, villages, libraries, park districts, fire protection districts, etc.) are looking for something affordable to help them do their job….
Bank & credit card statements should be reconciled every month to help catch duplicated or missing transactions. Can’t remember when you last reconciled your bank statements? Watch the video below to find a quick list of when all your accounts were reconciled last. [this video has no sound] Learn about the author or keep reading! Do […]
Admit it. You have at least one post-it on your desk with a password written on it. Or a paper in your top drawer. Or under your keyboard. And you use the same password for almost everything (GASP!)
STOP. IT.
There is an easy way…
Passwords don’t have to be difficult to remember. Here are two tricks for creating complex passwords that you can remember.
1. Make it…
“My bank account is connected to QuickBooks, so I don’t need to reconcile my bank statement. I know everything’s there,” Sheri said matter-of-factly.
Katie had reviewed Sheri’s QuickBooks file and noticed some unusual stuff happening.
I was waiting for the pest control guy to show up for our annual termite inspection and my phone rang. It’s the pest control guy and…
“I don’t understand. QuickBooks shows that I made almost $70,000 last year in my business, but I sure don’t feel like it,” Trisha explained. “How could I have made that much but still feel so broke?”
You may have noticed, that until this one, all my blog posts have been a “Financial Fable”. For those of you who don’t know…
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To: Jan Jackson
From: Katie Redman
Subject: Monthly Financial Reports
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Hi Jan,
Attached you’ll find your monthly financial reports. After you’ve had a chance to review them, please give me a call.
One thing I wanted to bring to your attention is the Accounts Receivable Aging Summary. You have several customers that are two, three, and even one customer that’s four months behind… Continue reading…
To: Katie Redman redmanaccountingsolutions@example.com
From: Carla Stone carla@carlaslandscaping.com
Subject: Reconciliation discrepancies?
Thank you so much for the QuickBooks training session last week! I especially enjoyed learning about the many reports available! Today…
“In order to figure out what software will best suit your needs, we need to figure out what’s important to you and your business.
“I’m just a mechanic. Why would I need a separate bank account for my shop?” Mike asked Katie as they walked to a table at the local coffee shop. He had been repairing cars out of his garage for the last 8 months and didn’t really consider himself…
