Clean Up Your QuickBooks File Now

Financial Snickens

Oct 12 2023 • 5 mins

Having your financial records in order is crucial to keeping your business on track for success.

In this episode, I focus on tips for cleaning up your QuickBooks Online and ensuring your account is free of errors and duplicate transactions.

In this episode, you’ll also hear:

  • Cleaning up your QuickBooks Online
  • Deleting vs. Voiding records
  • Benefits of reconciling your account

Must-listen moments:

[00:00:22] QuickBooks Online can be a lifesaver to small business owners, but only if it's in good shape.

[00:03:11] If you’re seeing any of these issues, take action. Waiting until next year can leave you with less options for the current year and can also cause huge problems later.

[00:04:40] Sometimes the easiest way to know that something is wrong is to reconcile your account.

Mentioned in this Episode:

Visit our website and click on the Let’s Talk button: http://www.firststepsfinancial.com

Reach out to Alisa: Alisa@firststepsfinancial.com

Connect with us on social media!

FB - https://www.facebook.com/FirstStepsFinancial

IG- https://www.instagram.com/firststepsfinancial/

LinkedIn -https://www.linkedin.com/company/first-steps-financial/

Podcast audio/video editing and show notes by http://www.podcastabundance.com/services