Category: Bookkeeping Tutorials
-
Connect Your Bank Feeds to QuickBooks Online in Rocket-Speed Time!
Here is a video showing how to connect bank feeds to QuickBooks Online. To have me look at your books and develop a strategy to take the bookkeeping as much off of your hands as you want, contact me. If you just have a question, send message here. Read more
-
What ARE cash and accrual accounting? The best for you is…
One of the first decisions every business owner faces is choosing how to track his or her finances. The two main methods —cash accounting and accrual accounting—offer very different approaches. Don’t know which one you should use? Here’s a quick explanation: What is Cash Accounting? With cash accounting, you record income and expenses only when… Read more
-
Now My Books Make Sense – How A Chart of Accounts Works For You
In this post we’ll learn how a chart of account works. A chart of accounts is a list of categories that every transaction fits into. If we’ve done our job right, there should be a category for every type of transaction. At the same time, the same type of transaction should not have two different… Read more
-
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
-
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
-
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