QB QuickTips

One of the most important monthly tasks to be done to keep your financial records accurate is also one of the most neglected – reconciliation of bank and credit card accounts.

When kept up to date, this simple task will take only a few minutes, yet provide BIG benefits.

In this lesson you’ll learn not only how to do it, but also how to handle snags along the way.

For lots of folks, learning the mechanics will give you what you need to get your books up to date and giving you the information you need to run a profitable business.

But I’ve notice that others still struggle in getting it done.If you haven’t been doing your account reconciliation, even though you’ve got the mechanics down, why not?

I’d love to hear all your “reasons”! Your feedback will tell me what YOU need from this blog to take your books to the next level. So take a minute to comment on this post and tell me your challenges when it comes to reconciling your bank and credit card accounts.

Then keep your eyes peeled for a future lesson that will give you what you want most.

~Gabrielle

One of the BIGGEST problems in QuickBooks is figuring out the proper way to capture your business expenses and then pay your credit card.

Mystery solved! Watch this mini-lesson to learn just how simple it can be.

If you’re wondering about how to record those business charges that were made on your personal credit cards, check out this mini-lesson on paying for business expenses with personal funds

You can use the exact same procedures, whether you paid for the business expenses out of personal cash or used a personal credit card.

If you STILL have questions, be sure to post them below, and you may see a follow-up lesson just for you!

~Gabrielle