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.

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