Bookkeeping

How to Use the QuickBooks Online Undeposited Funds Account

This feature can be confusing to QuickBooks users who may not realize where the balance is coming from. Put payments into the Undeposited Funds account until you’re ready to combine them. When you have your deposit slip, you can combine payments from Undeposited Funds into a single record. If you added a payment to a deposit […]

By Ruben Montiel | Bookkeeping
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QuickBooks Undeposited Funds Account Explained

When it comes time to reconcile an account, you have your bank statement in one hand and QuickBooks Online in another. Payments are received via a sports registration company (Sports Engine)—consolidated and direct deposited (minus their service fee) into the organizations bank account. Basically, you are changing the Deposit To selection from “Group with Other […]

By Ruben Montiel | Bookkeeping
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How to Start a Bookkeeping Business

If you want to multiply your potential reach without wasting your budget, consider online advertising for your bookkeeping business. Online ads, like with Google or Yelp, help you obtain premium placement above relevant search results. They also allow you to reach thousands of people outside of your existing network. Encourage Satisfied Clients to Provide Testimonials […]

By Ruben Montiel | Bookkeeping
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Small Business Accountant Qualification, Role, How To Choose

Do your due diligence when investigating anyone you are seriously considering hiring. Finding the perfect CPA requires extensive research and time to find the right match for your specific needs. To help you in your search, we asked the members of Forbes Finance Council how to find a financial professional who’s truly right for you. […]

By Ruben Montiel | Bookkeeping
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QuickBooks Features: Invoicing, Expenses & Cloud Accounting

Also consider whether you’ll work with an accountant or bookkeeper, now or in the future. Here’s a look at all of QuickBooks’ small-business products, including accounting, point-of-sale and payroll software. Plus, you’ll find details on how QuickBooks stacks up against its competitors, as well as alternatives to consider. QuickBooks Online syncs with more than 750 […]

By Ruben Montiel | Bookkeeping
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