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QuickBooks Tips Blog

Cleaning the Slate: 5 QuickBooks Online Tools for Cleaning up an Overwhelming Financial Mess

Posted by Tiffany Casey on Oct 11, 2017 9:00:00 AM

It’s happened to all of us – scrolling through screens and shuffling pages with a sinking feeling and brain-blowing headache – trying to make sense of someone else’s financial mess. While cleanup is something we’re paid for, there’s nothing more depressing than feeling like you’ll spend the next six months in a paperwork and spreadsheet prison.

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Topics: QuickBooks Online, Bookkeeping Cleanup, QuickBooks Cleanup, Internal Audit

Clean up QuickBooks Customer, Vendor and Employee Lists

Posted by Richard Haralson on Dec 15, 2014 7:00:00 AM

Keeping your QuickBooks lists clean and current is always a good idea. Just like a chief will sharpen his knives and wash the dishes in preparation for the next meal, so should a bookkeeper keep their tools of the trade sharp and clean.

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Topics: QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Consultant, QuickBooks Lists, QuickBooks Cleanup

Downloading Transactions In QuickBooks Is Not Reconciling!

Posted by Joe Mazur on Oct 31, 2014 7:00:00 AM

Believe it or not, computers can make mistakes sometimes.  We live in an age where data entry for bookkeeping is getting faster and faster via downloading or importing transactions.  When the financial institutions communicate with QuickBooks a lot of information is exchanged and errors do occur.  This is why the reconciliation step is so important.  Every so often we will review a set of books and the credit card accounts are not reconciled.  'Why would they be off, I downloaded all the transactions' is the response we get when we point out the credit card balance is completely wrong.  This is when we always have to tell the client that downloading is not reconciling.  In addition to reconciling each time you download data you should look over renaming rules too.  

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Topics: QuickBooks Tips, Accounting Reconciliation, QuickBooks Cleanup, Small Business Software