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QuickBooks Online: Applying Payments to Invoices

by Michelle Hare | Feb 11, 2021 | Accounting

Having issues applying payments to invoices?

For any business owner, receiving payment for our hard work is very satisfying, however, it can quickly turn into a headache if the payment is not properly recorded.  The last thing we want to do is leave a paid invoice in an open status and make the embarrassing mistake of sending past due invoices to valued customers.  Not to mention, as business owners we need an accurate picture of receivables and we certainly do not want to create a domino effect of mistakes in our books.

Making sure your invoices are properly marked as paid is a critical part in the sales, bookkeeping and customer service lifecycle. Take a look at this quick video as a refresher to make sure you are receiving and applying payments correctly….and avoiding headaches!

And remember, you can always contact Senter, CPA, P.C. for help.

CPA’s and accountants provide a high level of service and can be an intergral part of your growth and tax saving strategies. Consider searching for an advisor who is a licensed Certified Public Accountant (CPA), as this designation is one of the most trusted, respected, and recognized in the financial industry. CPA’s carefully study accounting rules, tax laws, regulations, and monitor changes to optimize your value. If you have any questions or concerns relative to your needs or the services we offer, please contact us using the contact us box below or give us a call at 248-934-0550. We are located in Clarkston, Michigan and proudly service clients across the United States; we are here to help no matter where you are located.

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Bank Reconciliations

by Matthew Senter | June 14, 2019 | Accounting | 0 Comments

Reconciling your bank account is a simple yet often overlooked part of one’s accounting system. Whether you are using a check register or sophisticated accounting system it’s wise to reconcile your bank account to your register or accounting program. This can be done...
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Comprehensive Financial Planning: Building a Dream Team of Professionals

by Kylie Harig | December 18, 2019 | Accounting, Tax, Team | 0 Comments

Building a network of well-connected financial professionals is a crucial means of personal wealth management. A dream team of experts will provide service and support towards working for and achieving your financial goals, while monitoring progress along the way....
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Certified Public Accountant: Why You Need One in 2020

by Kylie Harig | February 26, 2020 | Accounting, Internal Revenue Service, Tax | 0 Comments

What does financial success mean to you? Security, peace of mind or perhaps more free time spent with family and friends probably sound right. Often times, the shape of financial success will change over the course of time (think: marriage, kids, starting a...
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Senter, CPA: A Virtual Firm

by Matthew Senter | April 12, 2020 | Accounting, Tax | 0 Comments

Thinking about how to work with your accountant remotely? Senter, CPA was a virtual firm long before we needed to be due to the COVID-19 outbreak. From the beginning we've chosen high performance tools and technologies, which allow us to best service our clients....
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Embracing Change: Virtual Accounting Services

by Kylie Harig | April 21, 2020 | Accounting | 0 Comments

Collaboration with your accountant or other industry professional may seem like a daunting task. The COVID-19 pandemic changed most traditional practices of getting your taxes prepared, reconciling your balance sheet or preparing financial statements. Assembling a...
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Spring Clean Your Finances in 8 Simple Steps

by Kylie Harig | May 4, 2020 | Accounting | 0 Comments

Spring is a time of new beginnings and fresh starts. While your finances don't start over, they do change slightly year to year. If you're looking for a productive project to stay busy while you self-quarantine, then get rid of financial clutter and enjoy the peace of...
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Set Yourself Up for Success: Tracking Business Expenses

by Kylie Harig | May 11, 2020 | Accounting, Internal Revenue Service | 0 Comments

I'd be willing to bet that most small business owners don't wake everyday excited and ready to conquer their books.  Perhaps, if you're like most entrepreneurs, balancing your business accounts is often ignored and becomes a sensitive subject, a stressor.  And yet,...
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Three Quarterly Conversations to Have with Your CPA

by Kylie Harig | June 30, 2020 | Accounting, Tax | 0 Comments

The importance of establishing a strong working relationship with your CPA is crucial to feel comfortable trusting their guidance and relying on their advice. Having candid conversations on a regular basis will not only deepen your relationship with your accountant,...
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Client Accounting Services

by Matthew Senter | August 13, 2020 | Accounting | 0 Comments

Client Accounting Services. What are they and why they are so much more than traditional bookkeeping serivces.
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Senter CPA: 8 Frequently Asked Questions

by Kylie Harig | September 25, 2020 | Accounting, Community, Internal Revenue Service, Tax | 0 Comments

As tax and accounting professionals in the financial industry, we here at Senter CPA receive lots of questions during our client consultations and reviews. Providing thoughtful advice tailored specifically to our client is our expertise.

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