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QuickBooks Reconciliation Tag

In today's QuickBooks tutorial we will walk you through the steps to reconcile an account in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open.

How to Reconcile in QuickBooks Desktop

In today’s QuickBooks tutorial  we will walk you through the steps to reconcile an account in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open.

If you would like us to create a video demonstrating how this is done, please leave a comment below, or contact us for a one-on-one consultation.

Using QuickBooks Online? Check out Intuit’s blog here to learn how to reconcile accounts in QuickBooks Online.

7 Best Practices for QuickBooks Online

Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions.

“Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one best practice might be to always ask customers checking out if they found everything they were looking for. This serves two purposes: It conveys a feeling of concern for the customer’s shopping experience, and it may also lead to increased sales.

End of Year Financial Preparation and Execution

Keeping your financial records in order is hugely important to the success of your business. Not only does it keep you up-to-date on your profits and losses, but legally speaking, it’s necessary to have your records straight. It makes the close of your fiscal year easy to execute by ensuring that all of your required statements are in the right place. This is especially important for dealing with the IRS.

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