Once you’ve connected your bank account to online banking in QuickBooks, QuickBooks downloads your recent transactions every day. Learning to review and categorize, and confirm your transactions so your books are accurate.
How to categorize transaction in QuickBooks Online
by Lisa Haiss | Oct 17, 2022 | Accounting, Courses, Information Technology

Always remember, Senter, CPA is here for you if you need any assistance.
Don't hesitate to give us a call at 248-934-0550, or contact us below.
Should You Still Itemize in 2025? Understanding the New Deduction Rules
by Tracy Sanda | November 10, 2025 | Accounting, Tax | 0 Comments
The new tax law—officially known as the One Big Beautiful Bill Act (OBBBA)—brings several important updates starting in 2025. One of the biggest changes? A significantly larger standard deduction, which could lower your tax bill.
But should you still consider itemizing your deductions? Let’s break it down.
2025 Tax Planning: Start the Year with a Smart Strategy
by Lisa Haiss | November 5, 2025 | Tax | 0 Comments
As 2025 approaches, it’s the ideal time to review your tax situation, address potential shortfalls, and uncover new planning opportunities.
How an IRS Account Can Be Useful
by Matthew Senter | October 27, 2025 | Accounting, Tax | 0 Comments
At Senter CPA, we’re always looking for ways to help you take more control over your finances—with less stress. One of the best tools available today? Your own IRS Online Account.
She Counted, She Conquered, She’s Now a CPA!
by Matthew Senter | October 20, 2025 | Accounting, Tax | 0 Comments
We are proud to announce that Tracy Sanda has officially passed the Uniform Certified Public Accountant (CPA) Examination—a significant milestone in her professional career.
Help Us Show Google: CPAs Aren’t Boring!
by Jordan Middleton | October 13, 2025 | Accounting, Tax | 0 Comments
Okay, maybe that’s a little dramatic. But truthfully, we are fun to hang out with… seriously, you should try it sometime! Your Google review means everything to us. We can crunch numbers, balance books, and make tax season less terrifying than a surprise IRS letter… but when it comes to showing off online, we need your help.
2025 Wine & Whiskey Tasting
by Lisa Haiss | October 2, 2025 | Community | 0 Comments
Seven reasons to attend the 2025 Rotary Club of Clarkston Annual Wine & Whiskey Tasting!
Should You Consider a Qualified Charitable Distribution (QCD) From Your IRA? Pros and Cons for 2025
by Matthew Senter | October 2, 2025 | Accounting, Tax | 0 Comments
If you’re age 70½ or older and have a traditional IRA, you may have heard about Qualified Charitable Distributions (QCDs) as a way to support your favorite charities while potentially reducing your tax bill. With recent changes in the law, including new options for split-interest entities and inflation adjustments to QCD limits, it’s a good time to review the benefits and drawbacks of this strategy.
Why and How We Assign Our Team to Your Account
by Matthew Senter | September 22, 2025 | Accounting, Tax | 0 Comments
At Senter CPA, we believe that great accounting isn’t just about numbers—it’s about relationships, communication, and expertise you can rely on. One of the questions we’re often asked is: “How do you decide who works on my account?” We love this question because it shows that clients value the people behind the work. So, here’s a look at why we assign the way we do, and how that benefits you directly.
Year-End Reminders from Your Senter CPA Team
by Marisa Kruszewski | September 15, 2025 | Accounting, Tax | 0 Comments
At Senter CPA, we see firsthand how quickly the end of the year sneaks up on all of us. To make sure you’re all set up for success, here are the most important things to keep on your radar between now and December.
How to Pay Your Invoice on TaxDome
by Marisa Kruszewski | September 8, 2025 | Accounting, Tax | 0 Comments
Paying your invoice has never been easier thanks to our secure client portal, TaxDome.


