Category: QuickBooks

3 Easy Ways to Make Bookkeeping Better

By Ben Szweda on May 30, 2022

So you've mastered the basics and reconciled your first bank statement, but you're wondering if there are any secrets of […]

How to Perform Interim Financial Statement Check-up

By Ben Szweda on July 10, 2021

Mid-year is an excellent time for a check-up of your accounting records. Reviewing your finances can help you stay on […]

Account Reconciliation

By Ben Szweda on April 15, 2021

Why They Matter, and How to do them in QuickBooks Online Account reconciliation is a basic, if not mundane, task […]

QuickBooks How To: Customer Pays Your Vendor

By Ben Szweda on January 28, 2021

It's not a frequent occurrence, but it's happened to me three times in the past year among my various clients. […]

A Best Practice Review: Enter a bill or just write a check

By Ben Szweda on January 28, 2021

I recommend doing both. First enter a bill and then write a check to pay the bill. As with many […]

Cleaning Up Quickbooks

By Ben Szweda on January 21, 2021

Accounts Receivable: Cleaning Up When determining how much customers owe I usually view the AR Aging Summary report in QuickBooks […]

How to Record Customer Deposits In QuickBooks

By Ben Szweda on January 21, 2021

One of the most common issues I discover when cleaning up a new client’s QuickBooks’ account has to do the […]

PayPal & QuickBooks Online FAQ

By Ben Szweda on January 21, 2021

Throughout the year we see clients using PayPal in various ways which bring up a series of questions surrounding how […]

How to Handle Petty Cash in QuickBooks

By Ben Szweda on January 20, 2021

How to Handle Petty Cash in QuickBooks: Retain transaction data even on small cash transactions For those small dollar amount […]

(2022) Billable Expenses: A Guide from Your QuickBooks Trainer

By Ben Szweda on January 20, 2021

(Updated 2022) A lot of service professionals spend a lot of time and energy passing on expenses to their customers. […]

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