Thoughts On Your Business

Loading Transaction History into QuickBooks

You’ve decided to download transaction history from your bank and credit card companies.  How are you going to get that data into QuickBooks?  And how will you ensure each transaction ends up posted to the right account? In this post, I want to offer several suggestions to help you decide how to load your data.  … Read More

Balance Sheet Approach

Let’s assume a small business has been in operation for awhile with either a manual bookkeeping system or no system at all.  If you’re setting up records for the first time, where do you start? The answer lies in the accounting framework itself.  Coming out of that framework are the reports that show us where … Read More