Author Archives: adeptAdmin

You will be your tax accountant’s favorite client when your books are ready. Doing a review of your books before you send them to your accountant will save them time, and you money! Here’s a breakdown: Balance Sheet First, review your Balance Sheet. On the Assets side, start with the bank accounts – each account should […]

Exporting reports to Excel from QuickBooks® Online (QBO) is totally viable, and in many cases, necessary to get more critical information on the health of your business. I can also see still using Excel for scheduling purposes. However, small businesses should no longer be leveraging Excel for accounting or business activity. That is what accounting […]