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...Read More

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...Read More

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...Read More

Passwords don't have to be difficult to remember. Here are two tricks for creating complex passwords that you can remember.  1. Make it...Read More

"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. Read More

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...Read More

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...Read More

==================================== To: Jan Jackson From: Katie Redman Subject: Monthly Financial Reports ———————————————————– 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...Read More