How to Set Up and Use Chart of Accounts in QuickBooks for Efficient Financial Management
By
Ben Szweda
The Chart of Accounts (COA) serves as the backbone of your business’s financial tracking system and an essential part of …
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QuickBooks Version Comparison: Which is Best for You?
By
Ben Szweda
QuickBooks Self-Employed (QBSE) Intuit advertises QBSE to Schedule C filers and attempts to make a distinction between Independent Contractors (to …
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3 Easy Ways to Make Bookkeeping Better
By
Ben Szweda
So you’ve mastered the basics and reconciled your first bank statement, but you’re wondering if there are any secrets of …
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How to Perform Interim Financial Statement Check-up
By
Ben Szweda
Mid-year is an excellent time for a check-up of your accounting records. Reviewing your finances can help you stay on …
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Account Reconciliation
By
Ben Szweda
Why They Matter, and How to do them in QuickBooks Online Account reconciliation is a basic, if not mundane, task …
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QuickBooks How To: Customer Pays Your Vendor
By
Ben Szweda
It’s not a frequent occurrence, but it’s happened to me three times in the past year among my various clients. …
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A Best Practice Review: Enter a bill or just write a check
By
Ben Szweda
I recommend doing both. First enter a bill and then write a check to pay the bill. As with many …
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Cleaning Up Quickbooks
By
Ben Szweda
Accounts Receivable: Cleaning Up When determining how much customers owe I usually view the AR Aging Summary report in QuickBooks …
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How to Record Customer Deposits In QuickBooks
By
Ben Szweda
One of the most common issues I discover when cleaning up a new client’s QuickBooks’ account has to do the …
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