How To Reconcile PayPal Using The Financial Summary Report

How To Reconcile PayPal Using The Financial Summary Report

Click to Tweet: Easily reconcile your PayPal account with this report! #bookkeeping #accounting #smbiz Did you know there is a report that can help to easily reconcile the PayPal account in QuickBooks Online? The Financial Summary, in conjunction with the Activity...
Find Out If Your Books Are In Order Before Filing Taxes

Find Out If Your Books Are In Order Before Filing Taxes

If you’re a small business owner, chances are you care about most about the following three details when it comes to bookkeeping, accounting and filing taxes: Accurate records Timely (no extensions, no penalties) Pay as little in taxes as legally possible But it turns...
How the Reconciliation Summary Report Can Save You a Lot of Trouble

How the Reconciliation Summary Report Can Save You a Lot of Trouble

“You have to amend last year’s tax return,” I said to a new bookkeeping client. It was early May and I was going through our Deep Dive 25 checklist for a new client. During this audit, I discovered that the current bookkeeper never did December. While probably...
Download This Free Bookkeeping Check-Up Guide Today!

Download This Free Bookkeeping Check-Up Guide Today!

One of the most common things we’ve heard from small business owners is that they aren’t sure how things are with the bookkeeping. There are some who believe everything is fine…and there are others who have a nagging sense that things aren’t quite right. (Drum...
How to Invite Your Bookkeeper to QuickBooks

How to Invite Your Bookkeeper to QuickBooks

Do you use any cloud-based software? (If you’re rolling your eyes at me, I get it! But you know what they say about assuming, right?) So (assuming) you do indeed use some cloud-based software, then you know that just as soon as you’re familiar with the current layout,...
Master the PayPal and QuickBooks Connection with Easy Video Guides

Master the PayPal and QuickBooks Connection with Easy Video Guides

Are you tearing your hair out trying to link PayPal and QuickBooks? Would you like to accept more electronic payments, but don’t know how to get started? Now there’s an easier way get PayPal + QuickBooks to work together. (Without making a lot of expensive mistakes...