Category: Bookkeeping Tutorials
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Co-Mingling Funds: the FASTEST Way to Wreck Your Bookkeeping
I heard a story about co-mingling funds from a fellow bookkeeper this morning, just before I wrote this. A prospective client added 18 bank accounts to his accounting software account. These accounts included his business bank accounts for multiple businesses, his personal bank accounts, his personal investment accounts. We don’t have a name for him,… Read more
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How to Receive Payments & Deposits in QuickBooks Online like a Pro Bookkeeper! (in 3 minutes)
QuickBooks tries to be intuitive, but there are so many options that sometimes it’s confusing to try even simple things. One example is how to receive payments in Quickbooks Online, and recording deposits. In this video I explain how to receive payments and record deposits in QuickBooks Online, and I do it in under 3… Read more
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How to Make an Invoice in Quickbooks (in under 90 seconds flat!)
Here’s how to make an invoice in QuickBooks Online. When you return to the customer screen, you should see the new invoice you made. To have me do all this for you as your bookkeeper, start by scheduling a free call with me to talk about your bookkeeping needs and business goals. To read or… Read more