Plan for Quarterly & Annual Bookkeeping Tasks

Open book with figures and paper with words accounts receivable.

Reasonably up-to-date books can be used to make financial decisions.  Business can make changes and to seize opportunities. They can also show lenders and investors that the business is serious about doing things right.  But even with computers and systems that share electronic data, the business’ books will still be weeks if not months behind.…

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Categorized as Bookkeeping

Quickbooks Online: Working With the Bank Feed

Quickbooks Online can automate some bookkeeping tasks.  The process of importing transactions via the bank feed is one example.  Simply connecting the bank and having Quickbooks Online download the feed does not produce accurate financials.  It isn’t intended to do so. About the Quickbooks Online Bank Feed Quickbooks Online prompts users to connect their bank…