QuickBooks Quirks & How to Avoid Them - Jan. '25

Event description

Quickbooks Online is a great program that many business owners utilize. In order to avoid some very common mistakes, there are some quirks you need to be aware of. We will dig into these quirks in detail

Examples of quirks:

• When to add a transaction vs. when to match a transaction to avoid duplication
• How to check for duplicate transactions even when the bank account looks to be reconciled perfectly
• How to avoid recording a transaction into the wrong bank account
• Some discrepancies you might run into the first time you reconcile an account, and how to fix them

It will be helpful but not necessary, if you have your P&L and Balance Sheet available during the webinar.

Instructor: Joy Baker

Joy Baker is the founder of Baker Bookkeeps and has assembled an amazing team of experts in the accounting field. They ensure that every penny is aligned perfectly and loves to get into the weeds of the books. She loves working with businesses that want to utilize their books to make financially-based decisions as they grow.