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Uploading Bank and Credit Card Statements to your Client Portal

Uploading Bank and Credit Card Statements to your Client Portal

by Kelly Thompson | Mar 17, 2022 | Accounting

Uploading Bank & Credit Card Statements to Your Client Portal If we perform client accounting services for your business, it helps us tremendously to have instant access to your bank and credit card statements in order to reconcile your accounts for you in the...
QuickBooks Online: Get Paid Faster Using QuickBooks Payments

QuickBooks Online: Get Paid Faster Using QuickBooks Payments

by Michelle Hare | Jun 22, 2021 | Accounting

Get Paid Faster Using QuickBooks Payments QuickBooks Payments gives companies like yours the ability to connect with your customers electronically, accommodating customer payment preferences with both credit card and bank account options. QuickBooks Payments is the...
QuickBooks Online: Applying Payments to Invoices

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...
Bank Reconciliations

Bank Reconciliations

by Matthew Senter | Jun 14, 2019 | Accounting

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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