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QuickBooks Tips Blog

Outsourced Bookkeeping Services: How To Pass Off A Client

Posted by Matt Roberge on Apr 5, 2016 8:30:00 AM

We have been running an outsourced bookkeeping services firm for almost a decade now, so we have some experience with clients entering and exiting our operations. And in dealing with the transition of clients into our system from other service providers, we have had some really awful experiences. 

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Topics: Small Business Bookkeeping, Service Based Business, Outsourced Bookkeeping, Customer Relationship Management

Help! What are Undeposited Funds In QuickBooks?

Posted by Richard Haralson on Jun 18, 2014 7:15:00 AM

'What are undeposited funds?' is a very common question for users of QuickBooks.  The short answer is, undeposited funds are funds that have been recieved by the company from the customer and not yet been deposited into your bank. To further clarify, QuickBooks follows a set of accounting activities called a flow.  The following examples will better illustrate. 

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Topics: Using QuickBooks effectively, Service Based Business