I’m often asked, “Do I need to keep my receipts for you, my bookkeeper, or are my bank and credit card statements saved through my financial institution enough? If I’m audited, the auditors can ...
Aug 16, 2021 11:45:00 AM
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Have no fear! When the opening balance does not match the bank statement, there are two common reasons: There are previously reconciled transactions which were deleted OR A transaction which was ...
Aug 9, 2021 11:00:00 AM
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A common first task for many of the new clients that engage BudgetEase is catching up their QuickBooks file to date. Often times, it has been years since a reconciliation has been done, principle and ...
Jul 6, 2021 8:51:00 AM
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Intuit has aligned with a bank called Green Dot to provide QuickBooks Online users with an integrated checking account. This account, called “QuickBooks Cash and Envelopes,” is designed to house ...
Jul 1, 2021 10:49:30 AM
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Recently I converted a client from Sage Accounting software to QuickBooks Online. It was a learning experience that I thought would be beneficial to share. There are important steps to take when ...
Apr 8, 2021 10:30:00 AM
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How are you doing now that spring has sprung? Feeling lighter, brighter and refreshed? We hope both you and your business are bouncing along nicely into Spring. How do you know if this year will ...
Apr 7, 2021 3:24:49 PM
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A year ago I fell, hurt my knee badly, and needed a cane to get around. I set about managing my own recovery using old physical therapy techniques (learned from prior injuries) to mend my knee. Fast ...
Mar 30, 2021 11:47:00 AM
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When it comes to bookkeeping for small businesses it is important to have a year-end checklist to make sure everything is in order. Here is our year-end checklist: Backup of data made before ...
Mar 22, 2021 2:30:00 PM
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It's time to close the books on 2020, but before you close the year in QuickBooks, you need to ensure a few things are done.
Feb 14, 2021 1:15:00 PM
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We aren’t talking about peanut butter and chocolate (although that is good); we are talking about a part-time bookkeeper and a part-time CFO. That combination lets you do what you do best – create ...
Feb 12, 2021 9:45:00 AM
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